Top 20 London Accountancy firm recruiting a Private Client SuperviserClient Details
"our purpose is to guide our clients, our colleagues, and our communities to a brighter future. Our purpose is rooted in our values, and our values define who we are, what we stand for, and how we behave."
Clients include dynamic businesses, charity and not-for-profit organisations, private individuals, and families with much more than just accountancy and financial advice. Firm Culture and Benefits
It's often said that it's the people you work with that make a job special. They really believe that is true.
My client are proud to support their people; from hybrid working, offering a better work/life balance, to engaging in conversations around mental health and wellbeing - they want all their people to feel valued and appreciated.
But they do not stop there - they take an active role in giving back to communities, with their Corporate and Social Responsibility (CSR) programme, their own Foundation charity and paid volunteer days, so their people can support the charitable causes closest to their hearts.
They offer a huge range of benefits. Description
Contributing to the provision of an excellent service to a diverse range of clients, providing support to managers and partners, and supervising junior staff.
Reporting to managers and partners and taking responsibility for completing tasks accurately, to deadline and liaising with the client in line with the Client Charter.
Ensuring that client hygiene targets relevant for your grade are adhered to.
Travelling to and from clients' premises and our other offices from time to time.
Demonstrating initiative and judgement although supervision and advice will be always available.
Developing technical expertise and progressing against technical competencies.
Progressing against designated exams (where appropriate).
Likely to be acting as a client controller or supervisor in relation to appropriate clients and/or their engagements having a fee total in excess of £100,000.
Gaining new work from existing or new clients where possible.
Acting as a client supervisor in relation to appropriate clients and/or their engagements.
Your main duties will include:
Review tax returns and accompany workings to an extent appropriate to the complexity of the engagement and experience of the staff thus far involved.
Complete posting for complex or missing areas of tax returns or oversee this.
Prepare more complex capital gains computations.
Prepare/amend and/or approve letters and emails relating to less complex issues;
Prepare replies to complex client or third party correspondence, seeking further input as appropriate;
Have direct contact with the client and third parties including HMRC;
Deal with the more technical enquiries from clients and other firm members;
Oversee the dealing with Enquiries raised by HMRC;
Identify the potential for more complex tax planning opportunities and recommend appropriate strategies including basic inheritance tax advice;
Attend client meetings;
Meet potential clients where appropriate;
These tasks will be carried out subject to minimal or no supervision. It I anticipated that you will recognise situations where you need to seek technical assistance.Staff training and other
Providing on the job training for junior staff where possible and providing feedback on a timely basis.
Assisting managers and partners with technical research and technical writing for client and marketing purposes.
Volunteering for marketing events and firm-wide projects/recruitment representing the firm.Profile
Personal Qualities, the following qualities are desirable:
- A team player
- A driven, self-starter attitude
- Good communication skills
- Approachability and availability
- Honesty and integrity
* Full time or Part time
* Team player
* Organisational skills
* Good communication skills
* Analytical thinking
* Business and not for profit (charities and schools) experience and knowledge
* Risk awareness
* Negotiation and conflict resolution skills
* Willingness to research
* Report writing experience
* Willingness to travel
Candidates qualified by experience will also be considered.
CPD compliantJob Offer