Personal Tax Manager

JOB DESCRIPTION: TAX TEAM MANAGER

Primary role:

•  Complete complex tax returns and accounts without supervision and be first point of contact for clients on a day to day basis.

•  Manage, motivate and provide training for supervisors and other team members and act as a technical expert in a particular area / discipline. Assist Tax Consultants in ad-hoc projects.

  Key responsibilities:

•  Able to carry out all aspects of a Tax Senior role as required.

•  Review and supervise team member’s work providing timely, consistent and constructive

  feedback on an informal basis and through PDRs.

•  Develop good working relationships with clients and team members.

•  Assist in recruitment & selection, management and training of team members.

•  Liaise with Head of Personal Tax regarding performance of the team and other issues,

  managing employee relations issues that arise with guidance from HR.

•  Raise bills on portfolio and as directed by Head of Personal Tax / Partner.

•  Update Head of Personal Tax / Partner on a regular basis and bring to their attention

  anything which is not understood or which is inconsistent with expectations.

•  Fulfil measures of effectiveness and meet competencies set for role.

•  The Firm reserves the right to require you to perform other duties outside your normal work

  duties as the Firm may reasonably require.

  Measures of effectiveness:

•  Perform assigned work to set standards ensuring it is suitable to send to a client and ensure the work of team members is also completed to the required standards for their role.

•  Ensure every client, where appropriate, has been advised by all team members, where applicable, of measures they can take to reduce their Tax liability.

•  Complete 1200 chargeable hours per year.

•  Delegate work to team to ensure that returns are completed on-time and to budget and

  suitable learning opportunities are provided for the team. Ensure Supervisor’s and Seniors

  have delegated workload appropriately.

•  Is regarded by Head of Personal Tax / Partner and other team members as a technically

  competent Manager capable of motivating others, designing and managing efficient and

  effective internal processes suitable for the team.

•  Look after 150 – 250 clients as agreed with the Head of Personal Tax.

•  Attend courses and development opportunities as identified and apply knowledge learned

•  Ensure team members demonstrate competency using systems correctly providing training

  as required.

•  Track own progress against the above measures and flag up any gaps to Head of Personal Tax

  / HR so that these can be addressed in a timely manner.

  Development expectations:

Continue to develop within role, keeping up to date with all relevant changes and further

develop specialist knowledge and expertise within other specific areas of tax.