Blick Rothenberg

Tax Assistant - Private Client Department

An enthusiastic and motivated candidate, with a minimum 2:1 degree classification and excellent A level results, is required to provide support to assistant managers, managers and senior managers within this dynamic and fast growing private client department.

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Reports to: Senior Managers and Managers
 
Job type: Permanent
 
Working with: Colleagues in Tax department/other groups within the business
 
Summary
The role involves working with a wide variety of clients including employees, entrepreneurs and high-net worth individuals, with a mixture of international and domestic financial affairs. This would suit an ambitious candidate with a desire to further their education with a professional qualification whilst receiving relevant experience and on-the-job training within a top London practice. For candidates excellent communications skills are a must, as are the personal skills necessary to work as a team member and maintain good relations with clients. It is expected that candidates will be able to demonstrate strong numerical and analytical skills and will be self-motivated.

Responsibilities
  • Corresponding with clients, tax authorities and third parties on a daily basis on a wide variety of personal tax matters;
  • Technical research, preparing client documents including annual tax returns for clients within an allocated portfolio and ensuring all are compliant with tax regulations;
  • Monitoring client deadlines and advising on tax payments;
  • Assist with P11D preparation;
  • Responsible for providing consistent and quality client service which includes maintaining regular client contact through emails, letters telephone liaison and occasional meetings;

 
Success measures/performance indicators

  • Feedback from managers, senior managers and clients
  • Accurate completion of tasks in timely fashion within budget
  • Professional exam results
  • Annual measureable objectives agreed at the start of each year
  • Annual appraisal process and 6 monthly performance reviews
 
Academic Requirements
  • A minimum 2:1 degree classification
  • 300 UCAS points
  • Strong GCSE results (minimum grade B in Maths and English Language)
Support will be given to study for the ATT and subsequently CTA qualifications
 
Skills, key competencies and personal attributes required       
  • Excellent communication skills - both written and oral
  • A well-developed sense of client service and quality orientation
  • Attention to detail and pride in work produced
  • Organisation of personal workload
  • Working as part of a team
  • A proactive and analytical approach with a desire to progress

If you wish to apply (or require any further information) for any of the positions - applications can be submitted by emailing your CV (with covering letter) to: careers@blickrothenberg.com