Personal Tax Partner

3 weeks ago

New York, United States Arnold Hill & Co Llp Full time

Who we are

For over one hundred years Arnold Hill & Co LLP has been providing a professional, personal and friendly accounting and tax service to corporate and individuals. Who we are

For over one hundred years Arnold Hill & Co LLP has been providing a professional, personal and friendly accounting and tax service to corporate and individuals.

Our office is conveniently based in the heart of London, close to Waterloo Station in the London SE1 area, and we are ideally located for our clients spread throughout the Capital.

We view our employees as a team. We embrace Diversity. We would like you to make your mark in your career development and build your career with us. We will support you in your professional and personal development.

Overview

Working alongside the existing personal tax partner in a busy practice with currently 60 employees and looking to expand. The portfolio includes oversight and reviews of personal tax and trusts, as well as any other work from time to time which may reasonably be considered part of the role. Ideal Candidate: 10 years’ experience in practice Self-motivated, reliable individual who is eager for career progression Supervisory experience with a positive attitude Strong professional communication skills both verbally and written

Key responsibilities and duties:

Manage a portfolio of over 100 personal tax clients Plan, manage and drive the success of multiple engagements Keeping lines of communication open with staff and clients Ability to manage within budgets and time constraints while providing a high level of client satisfaction Work to expand client base and support business development activities, aiming to increase client portfolio year upon year Address client concerns and queries Maintain positive and long term relationships with clients Provide support to staff to ensure timely completion of engagements Ability to identify services that will add value to portfolio of clients Set an example for the team as a natural leader Confident in reviewing processes and improving systems Regularly assisting colleagues within the wider firm with technical taxation matters Employees/Ad hoc Participates in promotions and salary reviews Strategic decisions on developing the firm, and individuals Attend disciplinaries with HR when necessary Recruitment – second stage interviews

Systems

You will be required to become familiar with the CCH during the course of your work Liaise with team members using both Microsoft Teams and Zoom

Compliance

Review the compliance of the business with all relevant internal requirements, industry regulations and government legislation Ensure forms like AH KYC, ID and Risk assessment are filled in periodically

Fraud

Although not engaged to identify potential instances of fraud, if you come across any information which appears to be an indication of fraudulent activity, to notify the firm’s MLRO.

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