Purpose of Role
To manage your own portfolio of clients, working with Partners/Directors or alone on complicated consultancy and advisory projects. A significant part of the role will be business development of existing and new clients as well as potentially developing a specialist field of technical and/or sector knowledge and expertise.
Responsibilities
- Act as trusted adviser and engage with clients on wider commercial and strategic issues
- Manage portfolio of complex advisory and compliance cases
- Give exceptional client service, taking the lead in managing and developing client relationships
- Technically strong
- Identifying opportunities on client portfolio
Staff Management and Development
- Liaison with Partners
- Appraisals/monitor staff performance, acting as formal ADR managers for some staff
- On the job training for junior staff on a one-to-one basis
- Dealing with staff questions
- Work collaboratively with peers in team and across firm to ensure joined up approach
Practice Development
- Involved in business development activities/profile raising locally
- Actively use network of established relationships to drive new business opportunities and cross referral of services
- Able to take advantage of marketing/PR opportunities
Compliance
- Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
Personal Development
- Internal and external seminars and courses
- Reading
- Internal meetings
Qualifications
- Qualified accountant (ACA/ACCA/CA) and/or tax advisor (CTA)
Key Experience / Skills
- Significant corporate tax experience gained within the profession and/or industry
- Technically capable tax adviser who is able to manage complex client work
- Demonstrable experience of managing people and clients
- Existing business development skills and appetite to grow business
- Project management experience
- Experience of dealing with senior stakeholders both internally and externally
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
EEO Statement
We are proud to value the differences that a diverse workforce brings and are committed to providing a workplace where all colleagues, regardless of identity, background or circumstance, feel respected and can achieve their full potential. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
