At a Glance
- Tasks: Manage rural client portfolios and deliver bespoke tax solutions with a focus on exceptional service.
- Company: Join a leading independent firm known for its collaborative and innovative culture.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a progressive and dynamic workplace.
- Why this job: Make a real impact in the accounts and advisory field while working with diverse rural clients.
- Qualifications: Qualified accountant or tax adviser with strong interpersonal and analytical skills.
ButlerRose practice is delighted to be supporting our client, an independent firm looking for an ambitious individual to help drive the future of their accounts and advisory team. You will be working as part of a wider private client team, which works with a variety of rural enterprises including landed estates, farms, rural businesses, and equine and bloodstock.
Key Responsibilities:
- Client Service & Portfolio Management: Manage a portfolio of rural clients involving significant internal liaison, meetings with clients, approving technically robust tax computations, identifying technical issues, delivering complex tax advisory outcomes, maintaining technical knowledge, and providing exceptional client service in line with the firm's Charter.
- Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance.
- Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
- Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
- Business Development: Identify advisory opportunities within existing and new clients, support partners on complex client matters, and attend external events to build personal and the firm's profile.
- Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best practice and technology projects.
Personal Requirements:
- Core advisory areas may include, but are not limited to: Accountancy Standards (UK GAAP, FRS105, FRS102 1A), Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates, and HMRC Investigations.
- Qualified accountant (ACA or ACCA) and/or tax adviser (CTA) with exposure to a varied client base.
- Strong interpersonal skills in addition to strong oral and written communication skills.
- A keen appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs.
- An ability to work as part of a team as well as on their own initiative.
- High level of analytical skills and a commercial approach to resolving issues and providing advice.
- Focused on building solid positive professional and personal client relationships by providing excellent client service.
- Teamwork: Valuing and working with each other with mutual respect in a positive, collaborative and approachable environment.
- Integrity: Doing the right thing. We are trustworthy, honest and comply with professional and ethical standards.
- Enthusiastic: Being the best and enjoying what we do. We celebrate success, inspire others and are fully engaged.
- Progressive: Making a difference and challenging the status quo. We challenge what we do and how we do it, ensuring our clients receive the latest and best possible advice or services.
This is an outstanding opportunity for the right individual to join this firm of choice. Please apply now if you have the relevant skills and experience to meet the requirements as set out above, and we will be in contact to discuss further.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Accounts & Advisory Manager in Stratford-upon-Avon employer: Butler Rose
Butler Rose is an exceptional employer that prioritises employee growth and development, offering a clear pathway to leadership roles within 18–24 months. With a supportive work culture and the flexibility of hybrid working options, employees can thrive in a dynamic environment while contributing to the operational excellence of IT services across multiple sites in Kendal.
