Director Responsibilities (The Key Duties Every Director Must Uphold)

Private Client Assistant Tax Manager/Supervisor 

POSITION

At Fiander Tovell accountants in Southampton, our people come first. People do business with people and our culture focuses on looking after each other as well as our clients. Our advice and services are designed to bring our clients maximum benefit, by helping them to run their businesses or financial affairs more efficiently and cost-effectively and to keep more of the money they make through effective tax planning.

Our independent, director-led practice works with business owners and directors at every stage of their business lives, from start-up through to growth and consolidation and on to succession and exit strategies. We also advise clients on personal financial and tax planning issues, to help them achieve security and peace of mind, now and for the future, for themselves and their families. As a member of the tax team at Fiander Tovell, the overriding purpose of the Private Client Assistant Manager/Supervisor is to manage a portfolio of personal tax clients, with some opportunity for advisory work. 

Role & Purpose
  • ​​​Manage tax compliance for a diverse portfolio of clients including individuals, trusts and partnerships 
  • ​Review tax returns prepared by junior members of the team ensuring quality and accuracy before sending to clients 
  • ​Prepare tax returns for more complex clients 
  • Liaise with clients directly, and HMRC on behalf of clients, handling queries and resolving tax issues. 
  • ​Advise clients on tax matters and identify planning opportunities. 
  • Contribute to the development of trainees within the tax team. 

​The Private Client Tax Assistant Manager/Supervisor is a key member of the tax team.  They will report to a Client Director and work alongside managers and senior managers from all client facing teams across the firm. ​ 

            Key Relationships
            • ​​Client Directors. 
            • ​Client Managers across the firm. 
            • Trainees working within the tax team. 
            • ​Client contacts. 
            • Introducers of the business and other professionals (e.g. financial advisers/ pension advisers). 
                    Person Specification

                    The successful candidate will be able to demonstrate the following key skills: 

                    ​​ 

                    1. ​An organised approach to their work. 
                    2. A clear and confident communicator, both with clients and junior staff. Be able to respond to tax queries and pass on knowledge in an understandable way for less experienced individuals or non-tax specialists. 
                    3. Work in a supportive, caring and collaborative way with colleagues at all levels. React positively to requests for support from colleagues and be proactive in offering assistance, when required. 
                    4. Demonstrate enthusiasm and a commitment to continuous learning and self-improvement. 
                    5. ​Tax qualifications desirable, but not essential (ATT/CTA). 
                    6. Previous experience in a supervisory capacity is essential. 
                    7. Part time considered. 

                                Interested in a career at Fiander Tovell?

                                Are you ready to put your CV in front of a great employer? It only takes a minute! Applicants should send their CV with a covering email to the People & Development Team at careers@fiandertovell.co.uk. 

                                Successful applicants will be contacted by a member of the team to arrange an interview.

                                Fiander Tovell is committed to providing equal opportunities in employment. This means that all job applicants, employees, and directors will receive equal treatment regardless of race, colour, ethnic or national origin, religion, sex, marital status, sexual orientation or disability.