Armstrong Watson

• Enter tax information into relevant sections of tax software for review by a Tax Compliance Manager
• Assist with complex portfolio areas, including Profit Sharing, Farmers Averaging Claims and CGT computations
• Send reminders to clients for required or missing information
• Report HMRC compliance enquiry notices to the Tax Compliance Manager
• Provide support and training on tax data entry to Tax Compliance Trainees

Tax Compliance Assistant

• Enter tax information into relevant sections of tax software for review by a Tax Compliance Manager
• Assist with complex portfolio areas, including Profit Sharing, Farmers Averaging Claims, and CGT computations
• Send reminders to clients for required or missing information
• Report HMRC compliance enquiry notices to the Tax Compliance Manager
• Provide support and training on tax data entry to Tax Compliance Trainees
• Join the wider Tax Service Line at the Carlisle, Penrith, West Cumbria, or Leeds office

Director

• Conduct client meetings
• Act as a key Relationship Manager for a designated portfolio of clients
• Raise and approve fees for own portfolio
• Set formal objectives for direct reports and monitor progress and development
• Monitor individual and team performance against objectives and departmental KPIs
• Provide performance feedback to the relevant Business Services Partner
• Sign off and authorise documents, accounts and returns where legally acceptable
• Build a professional contact network to generate new business
• Assist with team recruitment and other people-related matters

Business Services Director – Partner

• Conduct client meetings without a Business Services Partner
• Act as a key Relationship Manager for a designated portfolio of clients
• Raise and approve fees for own portfolio
• Set formal objectives for direct reports and monitor progress and development
• Monitor individual and team performance against objectives and departmental KPIs
• Provide performance feedback to the relevant Business Services Partner
• Sign off and authorise documents, accounts and returns where legally acceptable
• Build a professional network to generate new business
• Assist with team recruitment and other people-related matters
• Join the growing Armstrong Watson Business Services team in the Glasgow office

Business Services Director

Financial Planning and Analysis

• Work with clients to understand their objectives and provide comprehensive, robust solutions
• Ensure high-quality ongoing advice is provided to all clients
• Undertake focused internal and external business development activity to identify new prospects and convert them to clients
• Build and maintain technical knowledge relevant to the role
• Achieve individual revenue targets
• Maintain a strong network and attend events to develop it further
• Become an integral part of the Financial Planning Team while serving a ready-made client bank and pursuing future business development opportunities

Tax Compliance Assistant

Tax Compliance Assistant

Business Services Director – Partner

Business Services Director

Financial Planning Consultant