Role Overview This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Director/Partner informed about, any new business opportunities arising on existing and new clients. Responsibilities
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 portfolio of clients 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/Director/Partner 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 including second partner review. Identify risk and technical matters, as well as selling opportunities, to the Director/Partner, whilst exercising judgement within agreed parameters.
Requirements
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. Lead projects of limited scale or complexity.
Rewards & Benefits
Health and Wellness Programmes: We promote a positive working environment where our people can thrive. Pension Plan: A Group Personal Pension Plan, with matched employer contributions. Private Medical: Access to private medical treatment for you and your family. Income Protection Plan: Provides a proportion of your basic salary if you suffer a loss of earnings because of illness or injury. Holidays: Our holiday benefit enables you to purchase up to 10 days of additional leave. Bike to work scheme: A convenient, environmentally friendly and tax-effective way to acquire a bike for travelling to and from work.
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