Private Client Tax Senior Manager

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 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/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. Management Must provide overall support to Director/Partners on client matters and assist Director/Partners in the management of the group, including support for recruitment and management of staff at times Will work as part of management team with other Tax managers within the business group, and provide support to the rest of the Tax team Actively participate in the management of the group through Team/Manager/Director meetings 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 Sales and Marketing Must be able to recognise business development opportunities and inform and work with the Director/Partner and the client to develop these when they arise Participate in bids/proposals for new work Communication and Representation 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 Act as a liaison between the client and other specialist service groups within BDO Contribute presenting on internal courses To work on own initiative Consult with colleagues and Director/Partners on technical and risk matters 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 #J-18808-Ljbffr