Manages all personal tax compliance and undertakes tax advisory work for a group of tax clients.
Assists Directors in the marketing and implementation of GPB tax consulting services.

RESPONSIBILITIES

• Responsible for managing the personal tax compliance work of the group, ensuring all deadlines are met and appropriate elections are made on time.
• Reviews the work of other members of staff to ensure high standards are maintained.
• Manage enquiries from clients, their advisers and the tax authorities as necessary.
• Lead or attend client and prospective client meetings.
• Carry out reviews and advise clients on tax liabilities.
• Provide detailed and appropriate advice on planning opportunities and ways to migrate tax generally.
• Support the group with client projects and assignments as they arise.
• Promote the service offered by RIWP through active business development matters relating to international pension planning and generally.

KNOWLEDGE AND SKILLS REQUIRED

Required

• Tax expertise including extensive knowledge of relevant taxes: ideally a work related qualification, the Association of Taxation Technicians or The Chartered Institute of Taxation, or at least 8 years’ experience in the Tax environment.
• The ability to work under pressure and meet deadlines.
• Good verbal and written communication skills.
• Possess good interpersonal skills to build good relationship with external and internal contacts.
• Must have the ability, desire and enthusiasm to drive new projects forward.
• Ability to manager staff.
• Undertake a minimum of 40 hours CPD each year, of which at least 10 hours must be structured CPD.

Preferred

• A detailed knowledge of accounting would be an advantage.
• Ability to work as part of a team, yet at the same time using own initiative.
• Flexible.

The duties of the role cover tasks in both the Payments and Processing Sections with half the day spent with each section.  The role will involve processing of client transactions across Pooled Client Accounts and other specific accounts along with processing of inward and outward payments transactions.

RESPONSIBILITIES

• Process payment transactions (knowledge of S.W.I.F.T. and routing of payments essential)
• Running positions on a number of accounts
• Issuing cheques/drafts
• Investigating payment queries
• Investigating incoming funds
• Processing daily transactions across bank systems to CHS

KNOWLEDGE AND SKILLS REQUIRED

• Banking and Bookkeeping experience
• Team player
• Attention to detail
• Good communication skills
• Ability to prioritise
• Flexible & methodical approach to work
• Good IT & keyboard skills
• Quick & willing to learn