This role will provide tax compliance and advisory services to a wide range of clients, manage a portfolio, support directors and partners, and seek new business opportunities.
Responsibilities
Take full responsibility for project delivery on the portfolio.
Provide clear, concise, and practical advice based on a strong understanding of technical complexities.
Manage the portfolio of clients including billing and cash collection within firm criteria.
Review work prepared by junior staff.
Liaise with HMRC.
Ensure assignments are completed within agreed budgets, inform directors/partners of overruns, and plan staff assignments.
Ensure firm quality control procedures are adhered to, including second partner review.
Identify risk and technical matters, and selling opportunities, and advise directors/partners.
Provide overall support to directors/partners on client matters and assist in group management, including recruitment and staff management.
Work as part of the management team with other tax managers and support the rest of the tax team.
Actively participate in group management through team/manager/director meetings.
Provide training, mentoring, and feedback to junior staff.
Counsel, appraise, develop, and motivate staff.
Recognize business development opportunities and work with directors/partners to develop them.
Participate in bids and proposals for new work.
Develop contact with clients at senior levels and maintain contact at all levels.
Liaise between clients and other specialist service groups.
Contribute presentations on internal courses.
Work on own initiative.
Consult with colleagues and directors on technical and risk matters.
Qualifications
Educated to degree level and/or CTA and/or ACA qualified or equivalent.
Demonstrable post-qualified experience.
Strong technical ability in the field of private client.
Guide and supervise less experienced colleagues.
Support, train, mentor, and advise others in own area.
Challenge current practice, drive improvements and champion change.
Take personal responsibility for own decisions and actions and those of others.
Lead projects of limited scale or complexity.
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