Tax Technical Advisor PA
Tax Technical Advisor (Senior Partner Assistant)
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.
The Role
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 Advisor 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 clientsFollow up on action points following the meeting, be it preparing fee quotes, undertaking the work personally or liaising with the accounts/tax teams in Borehamwood as appropriateDrafting 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 queriesTake control of the management of the delivery of the Senior Partner’s projects and the subsequent billing processDrafting instructions to CounselDevelop working relationships with the tax team and keep them abreast of matters relevant to the preparation of tax returnsTaking 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 necessaryEnsure timesheets are completed and submitted weeklyPartake in networking events with a view to developing the firm’s businessKeep 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 & ProceduresEnsure 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 & ProceduresBecome familiar, and work in accordance with, the Sopher + Co HR Policies & Procedures
Personal Requirements
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.