This role within our clients private client services team based in Guildford will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients.
A Manager is required to 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 role will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term.
There will also be opportunities to work with other tax specialists nationally and internationally.
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.
1. There will be an expectation that you will take full responsibility for project delivery on their portfolio
2. Have a strong understanding of the technical complexities that clients face and be able to provide clear, concise and practical advice
3. Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria
4. Review of work prepared by more junior members of staff
5. Liaise with HMRC
6. To ensure assignments are completed within agreed budgets and keep client/Partner/Director informed of overruns and plan staff assignments in order to give an appropriate spread of experience
7. Ensure that the firms quality control procedures are always adhered to
8. Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.
Management:
9. Must provide overall support to Partners/Directors on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff
10. Will assist the management team within the business group, to provide support to the rest of the Tax team
11. Actively participate team meetings.
12. 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
13. Counsel, appraise, develop and motivate staff as appropriate
Sales and Marketing:
14. 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
15. Participate in bids/proposals for new work and business development with intermediaries
Communication and representation:
16. Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client
17. Act as a liaison between the client and other specialist service groups within the firm
18. Contribute presenting on internal courses and meetings
19. To work on own initiative
20. Consult with colleagues and Partners/Directors on technical and risk matters.
Requirements
21. Educated to degree level, and/or CTA and/or ACA qualified or equivalent
22. Demonstrable post qualified experience
23. Strong technical ability in the field of private client.
24. Guide and supervise less experienced colleagues.
25. Support, train, mentor and advise others in own area.
26. Challenge current practice driving improvements and championing change.
27. Take personal responsibility for own decisions and actions and those of others.
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Categories: FAS & Valuations Roles: Assistant manager Manager Locations: Guildford Surrey