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To manage and develop a portfolio of clients through the delivery of high-quality accountancy and tax planning. The role focuses on a diverse portfolio of rural based clients from across the sector. Clients require compliance advisory services to include VAT, accounts, and self-assessment. Clients also require tax advisory services, and the successful candidate will need to provide a range of solutions to include Inheritance Tax, Capital Gains Tax, Income Tax, and identifying opportunities in relation to these taxes. The successful candidate will provide original thinking to solve tax problems, frequently leading relationships to provide bespoke tax advice and solutions. The successful candidate will also play a key role in developing the team, both through business development and staff development.
Job Responsibility
Manage and develop a portfolio of clients through the delivery of high-quality accountancy and tax planning
Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the Ellacotts Service Charter
Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance
Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team
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
Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
Collaborate with other teams and contribute to wider firm initiatives including best‑practice and technology projects
Requirements
Qualified accountant (ACA or ACCA) and/or tax adviser (CTA) with exposure to a varied client base
Academically strong results in career to date
Strong interpersonal skills are required in addition to strong oral and written communication skills
A keen and insightful 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