Personal Tax Technician Personal Tax Technician …

Grant Thornton
in Northampton, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Grant Thornton
in Northampton, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Grant Thornton
Personal Tax Technician
Job Description Summary:
A Tax Compliance Technician must demonstrate sufficient technical knowledge to undertake the preparation and finalisation of Tax returns, use and understand legislation appropriately and manage their own client portfolio.

Job Description:
Overall Role Purpose
A Tax Technician must demonstrate sufficient technical knowledge to undertake the preparation and finalisation of tax returns, use and understand legislation appropriately and manage their own client portfolio.

Main expectations
Portfolio management (under guidance from manager)
• Proactive management and ownership of client portfolio
• Taking responsibility for driving tax return process
• Planning and prioritisation of the work
• Be aware of each client's position and demonstrate this to manager in workflow meeting
• Communicate with managers, clients or relationship managers in a timely manner
• Effective time management

Client work
• Prepare high quality tax returns for portfolio of clients
• Produce organised and well-structured client files
• Awareness of risk management, seek to address areas of concern
• Understands the client's perspective and communicate with them accordingly
• Produce clear and concise correspondence to the client
• Ability to develop relationships with clients

Technical knowledge
• Seek to build on a basic level knowledge of tax
• Demonstrate ability to learn and develop, taking on feedback provided
• Show an interest in researching technical queries to generate own opinion
• Recognise when support is required and seek at the appropriate level
• Develop confidence in challenging technical positions previously adopted

Teamwork
• Proactive in supporting other members of the team
• Willingly share knowledge with others
• Act as buddy to new starters
• Assist in development of processors
• Positive role model to junior people

It is recognised that Technicians are all at different stages in their training and will need varying levels of support and training to meet these expectations. Experienced Technicians should demonstrate competence in each area.

Minimum Requirements:
  • Must be able to demonstrate experience dealing with personal tax issues, ideally gained within a practice environment.

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