Job Title: Tax Manager
Reporting To: Partners
Liaison With: Partners and employees within Lambert Chapman LLP as and when required. New and existing clients.
Overall Objective for Tax Manager:
To ensure that the personal tax compliance and P11d reporting service is delivered for a wide range of private clients. To manage the tax team to ensure delivery of the compliance service and provide constructive feedback to aide their development. The opportunity to assist the Partners in the tax advisory projects and develop your overall tax knowledge and skills.
Key Responsibilities for Tax Manager:
- To manage a portfolio of clients by giving excellent service, building long-term relationships, making regular pro-active communication with clients, and being technically competent.
- To promote the practice at every opportunity, identifying areas for practice development, and to cross sell other services provided by the practice.
- To supervise and review taxation services provided to clients by adopting and formulating the relevant tax compliance programme for the year, overseeing its implementation and successful completion, undertaking tax return preparation on complex personal tax returns, and reviewing returns and P11ds prepared by the tax team.
- To provide Partners with tax information in response to queries raised and to identify tax topics which may require action for a specific client.
- To maintain appropriate CPD to ensure that knowledge of tax legislation changes are kept up to date.
- To provide constructive feedback on tax return reviews to staff and identify training needs as necessary.
- To meet deadlines and firm’s service standard, and ensure compliance deadlines are met.
- To implement systems to assist the efficient running of the department.
- To research ad hoc projects.
- To delegate work effectively to the appropriate support members of the tax team.
- To assist with the training and development of other tax team members, identifying the strengths and weaknesses of the team and planning work accordingly.
- To identify the team’s workload capacity and whether resources are sufficient/excessive for future period.
- To carry out any other duty which may be required in line with business requirements, and/or to cover other staff members and their working responsibilities during holidays and absence.
- To adhere to the Firm’s Health & Safety Policy at all times.
- 3 options regarding standard working hour pattern covering 37.5 hours per week.
- Option 1 – standard 7.5 hour day including one hour for lunch worked Monday – Friday (8.30am to 5.00pm) or (9am to 5.30pm).
- Option 2 – Early Finish Friday – 4 week cycle – Monday to Thursday 8.30am to 5.30pm/Friday 8.30am to 1.15pm (3 weeks) Monday to Friday 8.30am to 5.30pm (1 week)
- Option 3 – 9 Day Fortnight – 2 week cycle – Monday to Friday week 1 10am to 5.30pm / Monday to Thursday week 2 8.10am to 5.30pm with one hour for lunch.
- Flexible Working Hours – all staff have the ability to adopt flexible working each day by starting up to one hour before or one hour after their contracted start time. The same number of hours still need to be worked on that day.
- 5 weeks holiday plus bank holidays for Qualified and Senior levels of staff upwards
- Annual bonus payment (usually between 2-5% per annum)
- Holiday can be booked for any amount of time and not isolated to half or full days.
- TOIL scheme to build up overtime for use for emergencies without the need to use annual leave (up to 2 days)
- Paid overtime, where agreed in advance, paid monthly.
- Must have at least 6-7 years experience within Personal Tax environment within Practice.
- Preferably CTA qualified or hold relevant ACCA or ACA qualification
- Worked within a team environment responsible for development of team members
Please email a copy of your CV and covering letter marked for the attention of our HR Assistant Terri O’Neill – email@example.com