Location – London
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.
Our client’s London office provides leading edge advice to private clients, professional practices, mid to large corporates and nonprofit organisations.
From the London office they provide the full range of their services: business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts.
They provide a wide range of tax and consulting services to a broad range of companies, from quoted multinational groups to owner managed businesses.
Through establishing close relationships with their clients, they ensure that they are able to deliver the most comprehensive business tax advice, and also ensure they are aware of the key opportunities and risks faced by clients.
The role
This role will provide tax compliance and advisory services for a wide range of business 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 Directors/Partners in both client work and in the management of the group. You will be involved in special assignments and advisory projects 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 at existing and new clients.
Key responsibilities
Client work
- Undertake “ad-hoc” consultancy work
- Manage portfolio of complex cases, both advisory and compliance
- Give exceptional client service and be responsible for maintaining regular contact with client team
- Need to keep up to date technically
- Budgeting and monitoring compliance fees
Staff Management and Development
- Liaison with Partners
- Appraisals/monitor staff performance
- On the job training/mentoring for junior staff on a one-to-one basis, including technical and procedural matters
- Dealing with staff questions
Compliance
- Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
- Ensuring department KPIs are met around billing and recovery targets
Personal Development (Technical & Other)
- Reading; internal meetings; internal and external seminars and courses
- Awareness/interest in what other parts of the firm can do, to encourage cross-referrals
Practice Development
- Assist partners marketing activities/approaches
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 deliver outcomes.
Education and qualifications
- Qualified accountant (ACA/ACCA/CA) 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 assist in complex client work
- Demonstrable experience of managing people
- Appetite to grow business development skills
- Strong IT skills
Benefits to you
In delivering its purpose, our client has set out three core values that they are committed to embedding in the culture of the business:
- Personal — they treat you as an individual: They are 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: They develop relationships that stand the test of time, spanning multiple generations. They partner across the full breadth of their expertise to create value for their clients, their company and society at large.
- Performance — they strive for more: They are ambitious for our 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 are committed to treating all colleagues with dignity and respect regardless of race, gender, disability, age, sexual orientation, religion, or belief. They are committed to equal opportunities in all aspects of their work.
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