Job Description
Private Client Tax Assistant Manager - SouthamptonJob descriptionWe are recruiting for a Private Client Tax Assistant Manager to join BDO, an accountancy and business advisory firm, in their tax team. This permanent opportunity is offering an excellent salary plus a 6% cash allowance which will be reviewed regularly in line with performance. Alongside this, there is also a generous standard benefits package.About the role:This role within the Private Client Services team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients – this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients.Key responsibilities include:
* To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients;
* There will be an expectation that you will take full responsibility for project delivery on their portfolio
* Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
* Manage a varied portfolio of clients commercially including control of billings and cash collection within the firm’s criteria
* Review of work prepared by more junior members of staff
* Liaise with HMRC
* To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience
* Ensure that the firm’s quality control procedures are adhered to at all times
* Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters
* Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff
* Will assist the management team within the business group, to provide support to the rest of the Tax team
* Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
* Counsel, appraise, develop and motivate staff as appropriate
About you:You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.
* 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 – driving improvements and championing change.
* Take personal responsibility for own decisions and actions and those of others.
Additional Information:Location: SouthamptonDuration: PermanentBenefits: 25 day’s holiday, a personal pension scheme with matched employer contributions, life assurance cover and income protection cover. In addition to this, a range of voluntary benefits is on offer including buy up to ten days’ extra holiday; add on private medical, personal accident, dental insurance or travel insurance; Bike to Work scheme; discounts off cinemas, dining, and gyms; an interest free season ticket loan or interest free graduate loan; childcare vouchers; online health assessment and employee assistance programme.Are you ready to join the team? Click on the link to apply!