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Markel Tax

Consultant

Consultant Private Client

Job posted: 01/03/2019

We are looking to recruit a self-sufficient, highly motivated and well organised individual to work within the Private Client Team. The role is extremely varied and gives the successful candidate an opportunity to utilise and build upon their existing knowledge base.

What we look for
Our exceptional and motivated employees are our greatest strength. Our employees provide the highest level of customer service and help maintain our position as a leader in the global marketplace.

Markel Style
The Markel Style is what makes us stand out from our competitors. It's our core value which should underpin how we do business, while influencing our behavior and performance. We are looking for people who have potential and share our passion to live the Markel Style, which is described in more detail below.

If you think you have these core attributes we want to hear from you.

“Why work for us?”

Diversity and inclusion
Markel is truly a global and diverse company. We believe that diversity makes us better business partners and that embracing people’s differences can bring amazing results and fuel innovation. We have a portfolio of businesses and product lines that operate around the world.

Community involvement
Markel has a rich heritage of supporting communities across the world where our customers and employees live and work. Giving back is part of our history and our future. Our employees share in this philosophy through volunteering, mentoring and fundraising.

Commitment to open doors
Markel is committed to creating the best work environment. Our open-door policy is essential in recognizing business issues as they rise and to address the changing needs of our diverse and global workforce. Challenging management is a component of the Markel Style—some of our best ideas start from a conversation between a manager and an employee.

Entrepreneurial spirit
As the Markel Style states, we pursue excellence, strive for a better way, and share the success of others. Markel associates proactively seek new business opportunities, bringing further success to Markel.

Duties and accountabilites
Within the Private Client taxes, the tax advice can vary from assistance on the preparation and submission of the individual’s tax return, income tax, capital gains tax and inheritance tax issues, as well as residence and domiciled status. This may include liaising with offshore trustees, other fiduciary entities and other professional advisers.
  • Assist the team with the client portfolio and the effective delivery of bespoke tax planning and complex tax technical services to provide excellent client service and meet all targets.
  • Interact fully with more complex clients in conjunction with Partners ensuring they are kept informed of progress & responding to client requirements and queries by applying technical knowledge and experience.
  • Assist the Partner and the team on key objectives, performance & future goals, share knowledge and develop the expertise of the team.
  • Plan and manage personal tax return compliance work and deliver the service to the client working in collaboration with the team.
  • Liaise with Marketing to identify and market to new sources of work.
  • Be pro-active and identify opportunities to act on the interpretation of new legislation with a view to winning new work.
  • Act with honesty and integrity in all dealings with clients, contacts and team members whilst respecting confidentiality and building trust.

Reporting, relationships & management

  • Report to Partners.
  • Encourage and maintain regular contact with clients to ensure completion of assignments in line with planned timescales and provide on-going updates on progress.
Skills, knowledge and experience
  • CTA qualified.
  • Appropriate experience within relevant tax discipline at this level.
  • Technical expertise in field.
  • Client handling and relationship skills (Written and verbal communication).
Join our global team of respected tax experts

We are a national company with offices in London, Rugby and Sheffield, and we have a culture that fosters individual growth.

Markel Tax's expert team pride themselves on their professionalism, dedication and expertise, and are one of our most important assets. If you also strive to achieve these goals, and would like to join our dynamic team, learn more about our offices by clicking the button below.

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Strategic partners

  • Tolleys
  • Institute of Financial Accountants
  • BTC Software
  • AccountingCPD.net
  • Lovell Consulting