This role within our client’s 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.
- 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 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 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 always adhered to
- Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.
Management:
- 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
- Will assist the management team within the business group, to provide support to the rest of the Tax team
- Actively participate team 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 Partners/Directors/Managers and the client to develop these when they arise
- Participate in bids/proposals for new work and business development with intermediaries
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 the firm
- Contribute presenting on internal courses and meetings
- To work on own initiative
- Consult with colleagues and Partners/Directors 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.
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