Job Description - Tees Law

Job Description:

Tax Accountant

Reporting to: Head of Team Location: Bishops Stortford Special requirements: This role is subject to Blended working with an expectation of 3 days in the office. Some travel is expected across Tees offices. Access to a vehicle may provide additional flexibility within the role. Flexibility of working hours will be required to meet client needs.

Main Purpose of the role:

Provide personal tax advice including completion of self-assessment tax returns developing own portfolio of clients. Provide a quality, tailored and supportive tax and accountancy service to a range of clients. Assist lawyers with their caseload by preparing trust and estate accounts and dealing with the income and capital gains tax compliance for these matters.

Main Responsibilities Generic Responsible for managing a mixed caseload of client matters subject to appropriate supervision.

Providing clients with high quality, proactive accountancy and tax advice, which meets client needs.

Achieving the firm's fee targets and assisting and enabling others in the team to do so. Managing own time effectively to facilitate cash flow and credit-management systems, such as time recording, lock-up, cash flow, profitability and billing.

Delivering tax and accountancy services in a manner which is cost-efficient for both the client and the firm. Using technology to enhance performance.

Enhancing the firm's reputation and position within the community by developing a professional reputation, participating in professional and community activities to support the firm.

Contributing to the firm's general marketing initiatives by participating in firm's marketing events including networking, seminars and writing marketing material.

Private Client Services

Specifically in the area of trusts and tax, advice and support might include:

? Identifying when a form IHT 100 is required and completing the form

? Preparing tax returns for a range of individuals, trustees and executors, including tax returns, tax deduction certificates and annual trust accounts.

? Finalising a deceased individual's life time tax affairs ? Personal tax compliance including preparation of tax returns ? Providing income and capital gains tax planning advice ? Preparing annual trust accounts, tax returns and tax deduction certificates ? Liaising with the lawyers to obtain tax efficiencies in the trusts ? Researching ad hoc tax queries to support Lawyers from all departments ? Supporting trainee trust accountants and other members of the team ? Keeping up to date with developments in personal and trust taxation. ? Undertaking any other reasonable duties from time to time allocated to the role.

Person Specification Behavioural and Technical

Relevant or equivalent legal role

Customer service and community focus

Standards

Planning and Organising

Equality and Diversity

Essential/ Desirable Essential

Desirable Essential

Essential Essential

Essential

Definition

? Is passionate and enthusiastic about their area of specialism ? Delivers high quality accountancy and taxation services on

own initiative. ? Proven track record in delivering taxation services and a wide

range of experience in taxation. ? Holds an accountancy qualification and suitable experience.

? Experience in trust and/or estate tax work desirable but training may be given the right candidate.

? Demonstrates passion for and delivers a high level of client service including responsiveness and accessibility. Innovative, positive and client-focused attitude.

? Appreciates their role within the local community and makes a positive contribution to the Firm's Corporate and Social responsibility.

? Sets and strives for high standards throughout their work. ? Demonstrates integrity, shares knowledge, supports and

promotes colleagues. ? Maintains continued professional development ? Manages own time effectively, is organised and prioritises

work efficiently. ? Adheres to the firm's procedures for file management and

reporting. Monitors and maintains quality and productivity of work. ? Works effectively and efficiently without supervision. ? Works independently, as a member of a designated team and as part of the firm. ? Is aware of client needs. Respects others cultural viewpoints and perspectives, is constructive and understanding. Demonstrates empathy and is respectful. ? Demonstrates an awareness of pertinent cultural issues both within the firm and the wider environment.

Behavioural and Technical

Working with others

Essential/ Desirable

Essential

Commercial awareness Essential

Technology

Essential

Presenting and communicating information

Innovation

Essential Essential

Research

Essential

Business Development and Marketing

Essential

Definition

? Establishes positive professional and effective relationships. Delegates appropriately and effectively.

? Experience of negotiating, facilitating and influencing others to achieve desired outcomes.

? Acting calmly in a crisis, tactful, determined, quick-thinking, but methodical and consistent

? Can demonstrate strong commercial awareness and acumen.

? Attains challenging financial targets. ? Computer and web literate and other new media, strong ICT

skills ? Uses technology and other resources available to achieve

objectives ? Communicates effectively and appropriately. ? Strong oral, written and presentation skills

? Uses initiative to seek out suitable technical solutions. ? Handles problems in an innovative way ? Demonstrates excellent research skills and an attention to

detail. ? Is able to undertake (or relishes) marketing opportunities

including networking, writing articles, and giving presentations with a view to continuing the development and growth of the firm's tax services

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