Induction event for Client Relationship Managers (CRMs)

LBS have an Induction Event for new CRMs. As part of that induction we have a session led by a Tax Manager from one of our customers. The next Induction Courses have been scheduled for the end of June and beginning of July, with a session by Tax Managers on 29 June 2007 and 5 July 2007. Both of these sessions are scheduled for 13:30 – 14:15, with an invitation to attend the lunch (12:45) beforehand.

An outline of suggested areas to cover is provided below. Could any members who are interested in attending the CRM Induction dates given above please contact Jackie Francis. If you are unavailable on the dates given but would be willing to attend other Induction Events, could you also please let Jackie know.

A Tax Manager’s perspective

General

• What does the Finance Director (FD) expect from the Tax Department; a brief description of the respective roles and responsibilities of the FD and Tax Manager, Tax on the Boardroom agenda, under what circumstances would Board members become involved with tax issues, what is the extent of the Tax Manager’s authority to settle tax issues (across all taxes).
• Corporate Governance and Sarbanes Oxley.
• Managing the tax rate.

Relationship with HMRC

• Review of Links with Large Business – a Tax Manager’s perspective.
• Risk assessment and risk assessment template.
• Expectations - what does a Tax Manager want from a Client Relationship Manager (CRM).