• Job Description

  Req#: 1483074

  EY Private Client Services - Tax Team Assistant (TTA) Level 2 (1 year FTC)

  EY Private Client Services 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.

  Whether it’s a private individual, trustee, private business owner or entrepreneur, we offer a holistic approach to tax and compliance, looking at their personal and business goals to provide a solution that helps them achieve your ambitions. 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 Private Client Services 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

  The opportunity

  We are currently recruiting a Tax Team Assistant to provide administration support to the team. EY Private Client Services organises the work into 6 partner led teams which are supported by Tax Team Assistants. The level 2 Tax Team Assistants may work alongside a level 1 TTA in one of the Partner led tax teams to maximise efficiencies on allocated client accounts. The role will involve proactively completing and managing non-technical client chargeable tasks, allowing technical staff to focus on the delivery of more complex technical areas.

  The role will report into the ‘Tax Team Assistant (TTA) Leader’ with a dotted line report into the relevant partner. There will be standard tasks across all partner groups and other responsibilities and ad hoc project work will be divided amongst the TTA population.

  Your key responsibilities

  Level 2 TTAs will provide support to the technical team on all clients within their Partner led team including:

  • Set up and maintain client files
  • Liaise with clients on non-technical matters e.g. co-ordinating receipt of information etc
  • Update EY Private Client Services systems as appropriate
  • Collate information for pricing plan and enter into Mercury for each new job
  • Where appropriate, undertake allocated tasks within the Global Compliance Process to include:
    • Prepare submission letters/packs to client and HMRC/other relevant tax authorities
    • Online filing and record management
  • Assisting with aspects of the compliance processes; from chasing for tax return information, updating our database and tracking completion stats, setting up client codes, monitoring extension lists and so on

  • Packaging tax returns, pulling together support files, e-filing US and UK tax returns, liaising with clients, creating basic client correspondence/templates and assisting with elements of the tax return process
  • Assisting with client memos and requests for proposals
  • Suggest process improvements to support efficient working principles
  • Reviewing work and ensuring process is followed for tax technical staff Levels 1 within the partner led teams and providing feedback as appropriate
  • Initiate and oversee the new client engagement process through to contract signing (for example pre-onboarding packs, Mercury and PACE set up, drafting engagement letters)
  • Managing and completing assigned tasks throughout the lifecycle of a tax engagement - providing support and guidance for the creation of an opportunity, the budgeting process, contractual considerations, set up, the regular review of engagement economics, billing and closure
  • Monitoring and ensuring the completion of tasks using the tools available (Mercury and other tools)
  • Supporting the Technical Operations team on process and procedural updates as well as rolling out/coordinating elements of other client initiatives

  Skills and attributes for success

  • Project co-ordination skills with ability to complete tasks on an accurate and timely basis
  • Ability to prioritise conflicting deadlines and work proactively
  • Ability to manage upwards to ensure that the project deliverables meet the agreed timetable
  • Strong communicator, able to communicate effectively at all levels both internally and externally via telephone, instant messaging and face to face and have a positive impact
  • Strong written and communication skills - report writing, leading meetings
  • High level of attention to detail - accurate and professional presentation of programme management reports, presentations and deliverables
  • Financially literate, experience of client billings and financial management expertise
  • Well-developed time management skills, able to juggle competing priorities and resources allocated resources.
  • Self-starter able to work to project goals and under own initiative with pro-active "can do" attitude
  • Analytical and problem-solving mindset - improve and enhance processes - not just run and oversee
  • Pro-active and reliable team member with the ability to work effectively with others and share information readily
  • Exercise good judgement, with the ability of knowing when to flag issues and when to make own decisions
  • Receptive to change and a flexible approach
  • Demonstrate initiative in approach to projects/assignments and a willingness to challenge the status quo

  To qualify for the role you must have

  • A' Levels (or equivalent) and/or further education qualification e.g. HND
  • Evidence of knowledge on Microsoft systems and databases, ideally including Dynamics 365, Citrix ShareFile, PACE and GIS
  • Evidence of working within a team (both locally and remotely if possible)
  • Evidence of working well under pressure
  • Evidence of problem solving
  • Evidence of good business writing skills

  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, coaching and feedback 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

  EY is committed to being an inclusive employer and we are happy to consider flexible working arrangements. We strive to achieve the right balance for our people, enabling us to deliver excellent client service whilst allowing you to build your career without sacrificing your personal priorities. While our client-facing professionals can be required to travel regularly, and at times be based at client sites, our flexible working arrangements can help you to achieve a lifestyle balance.

  About EY

  As a global leader in assurance, tax, transaction and advisory services, we hire and develop the most passionate people in their field to help build a better working world. This starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. So that whenever you join, however long you stay, the exceptional EY experience lasts a lifetime.

  If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible.

  Join us in building a better working world.

• About the company

  EY provides consulting, assurance, tax and transaction services that help solve our client’s toughest challenges and build a better working world for all.

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