* 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 firms 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 be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise* Participate in bids/proposals for new work and business development with intermediaries* Educated to degree level, and/or working towards CTA / 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.
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