Location – Dublin
Our client is a leading independently owned provider of investment management, financial planning, financial advisory, accountancy, tax and corporate services to private clients, corporates, professional practices, and non-profit organisations. Their aim is to provide an innovative global service. They provide a wide range of tax and consulting services to a broad range of businesses, including SMEs, owner managed businesses and their owners.
The 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.
Key responsibilities
Client work
- 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 (Technical & Other)
- Internal and external seminars and courses
- Reading
- Internal meetings
Skills and attributes
- Client focus – ability to deliver consistently excellent client service.
- Commercial awareness – delivers value to client and team profitability.
- Teamwork – organises and supports others.
- Good communicator – both written and oral.
- Problem solving – positive attitude to solving problems and delivering outcomes.
- Enthusiastic and keen business developer.
- Excellent organisation skills.
Qualifications
- Qualified accountant (ACA) and/or tax advisor (CTA)
To qualify for the role you must have
- 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 to you
In delivering its purpose, our client has set out three core values that it is committed to embedding in the culture of the business:
- Personal — they treat you as an individual: Our client is a people business at heart and strive to deliver a friendly, inclusive, and personalised service to all clients, large and small.
- Partnership — they go further together: Our client develops relationships that stand the test of time, spanning multiple generations. They partner across the full breadth of their expertise to create value for clients, the firm, and society at large.
- Performance — they strive for more: Our client is ambitious for their clients and for themselves, so they aim to be a forward-thinking and innovative business that leads the way in the industry.
Diversity and inclusion
Our client recognises the benefits of a diverse workforce and is committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. Our client is committed to equal opportunities in all aspects of their work.
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