Tax Technical PA to Senior Tax Partner
Tax Technical PA to Senior Tax Partner
Job Type: Full Time, Permanent
Location: Mayfair / Borehamwood (Typically, 1 day a week to be worked from Borehamwood office)
Salary: £Competitive
About Us
Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.
At Sopher + Co we make it our business to understand and add value to our clients personal and business affairs whilst building a lasting relationship based on trust and mutual respect. That’s why so many prestigious clients in the world of entertainment, media, music and show business recommend us year after year.
We’re looking for an experienced Tax Technical PA To provide support to the firm’s Senior Partner.
The Senior Partner is extremely knowledgeable from a technical point of view yet able to offer a pragmatic and commercial approach to complicated client matters. The role requires a complementary individual to provide support in client meetings and in delivering the required client service thereafter.
The role also involves working with the Tax Department and building a portfolio of entrepreneurial and High Net Worth clients.
Attend client meetings with the Senior Partner and assist with technical input/client knowledge (developed over time)
Onboarding new clients
Drafting advice memos for clients as well as answering clients’ queries
Monitor the Senior Partner’s inbox and assist where appropriate (e.g. projects which you are working on)
Drafting responses to HMRC queries
Take control of the management of the delivery of the Senior Partner’s projects and the subsequent billing process
Drafting instructions to Counsel
Taking ownership for financial management of your WIP including billing targets, cash collection and providing quotes for new work. Maintaining client fee expectations with pre-approval where necessary
Ensure timesheets are completed and submitted weekly
Partake in networking events with a view to developing the firm’s business
Keep abreast of developments in accounting, taxation and relevant computer software.
Communicate with colleagues, supervisors and clients in an honest and direct manner
Maintain client confidentiality at all times in accordance with Sopher + Co HR Policies & Procedures
Ensure full care is taken in the performance of all duties in order to protect the health and safety of oneself, fellow employees, visitors and contractors of Sopher + Co, in accordance with the Sopher + Co HR Policies & Procedures
Become familiar, and work in accordance with, the Sopher + Co HR Policies & Procedures
About you
Previous experience in a medium size practice
Strong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of non-domiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises.
Should have a solid understanding of domicile, residency and cross broader issues (specifically US/UK)
Aptitude for research and the ability to prepare complex written advice/calculations
Experience in identifying opportunities for business development on tax clients and across other service lines would be advantageous
Strong IT skills (e.g. Microsoft Office - notably, Excel)
CTA qualification is highly desirable; however, strong QBE candidates will also be considered
Ability to build good relationships with clients as well as colleagues across all departments
Excellent management skills, is comfortable managing upwards and organised enough to manage multiple projects at one time
Ability to work autonomously, able to operate well on little information
Strong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
In Return
We will offer you a competitive package, including extensive benefits for you and your family, a comfortable, warm and friendly environment and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.
Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.