Job description
EY Frank Hirth brings together the best of two tax services businesses to create an enhanced US and UK tax and compliance practice with exceptional client service and global reach. Our combined offering to US and UK private clients allows us to offer new services whilst maintaining and enhancing the exceptional service our clients have come to expect. The EY Frank Hirth team have worked with US and UK private clients for over 45 years, guiding them through complex regulations and tax planning issues that apply across borders.
About the role
A Tax Manager is expected to manage a large and varied portfolio of clients with complex US and/or UK tax affairs, ensuring excellent client service both from compliance and advisory standpoints, whilst signing out most completed tax returns. They will have a number of staff allocations, some of whom they will directly manage and be expected to influence their development. They will carry out role model appropriate behaviours reflecting EY Frank Hirth’s core values. They will be responsible for ensuring billing expectations are met.
Duties:
Tax Managers have responsibility for running their allocated client list, ensuring clients receive a high level of service
Ensure that work is planned and delegated in advance
Take the lead in the billing processes and ensure deadlines are met
Work with the Credit Control team to secure prompt payment of invoices
Tax Managers are expected to carry out accurate and complex final reviews, ensuring risks are minimised and high standards are maintained
Sign out completed tax returns as agreed with senior staff
Tax Managers should have sufficient knowledge of other areas of tax (such as estate/gift tax, IHT and corporate tax) to be able to identify when to involve other experts within the company to identify appropriate departments to involve
Tax Managers should demonstrate continued development of their management skills, providing support and guidance to allocated junior staff members
Ensure the technical, personal and administrative development of allocated staff and deal with personnel issues with guidance from HR
Tax Managers are ultimately responsible for ensuring all compliance work meets expected standards – this includes minimising risk and ensuring an excellent level of client service is maintained
Ensure all clients receive an exceptional level of service: organising and prompting when necessary to meet all deadlines
Role model appropriate behaviours reflecting the EY Frank Hirth values as well as ensure all information shared with them is treated with the utmost confidentiality
Work flexibly as part of the close team at EY Frank Hirth. This may mean assisting colleagues from time to time in support of the efficient operation of the practic
Person Specification:
The job holder will be a qualified member of the Association of Taxation Technicians (ATT) and qualified to practice US tax i.e. an Enrolled Agent (EA) or CPA. A CTA qualified individual is desirable but not compulsory
They can work well under pressure
They are well organised
They have been working in practice for at least 5 years
Proven Experience:
They can demonstrate they have gained tax experience and operated at a similar level within a practice
Experience of providing a high standard of service to clients both face to face and over the telephone/email
Experience of dealing with the full range of client tax requirements
Experience of dealing with bills
Experience of signing out US/UK tax returns
Experience of managing junior members of staff
Knowledge, Skills and Abilities
An eye for detail and accuracy
Good people management skills
Excellent verbal and written communication skills
Highly numerical and able to interpret financial data
Sound IT skills
Must be able to build strong working relationships with other members of staff
The role requires them to be able to persuade and also push back with respect when dealing with difficult clients
Must be able to work in a team as well as independently
They should support colleagues and provide assistance when required
What working at EY offers
We offer a competitive remuneration package where you’ll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions.
Plus, we offer:
Support and coaching from some of the most engaging colleagues around
Opportunities to develop new skills and progress your career
The freedom and flexibility to handle your role in a way that’s right for you