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This role will provide Tax compliance and advisory services to a wide range of corporate and owner managed 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 Partner informed about, any new business opportunities arising on existing and new clients.
Job Responsibility:
To act as a key point of contact within the firm for the client, together with the Senior Manager/Partner
Take full responsibility for project delivery on their portfolio
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
Ensure assignments are completed within agreed budgets and keep client/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 Partner/ Senior Manager/Manager, whilst exercising judgement within agreed parameters
Requirements:
Educated to degree level, and/or CTA and/or ACA qualified or equivalent
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