Location: Ferndown Contract: Maternity cover, Full Time Salary: £28,000 - £36,000 This is an exciting opportunity for an experienced Tax Senior / Client Service Manager to join our busy team in Ferndown. The position is 18 months maternity cover, however depending on performance, there might be an opportunity for permanent contract. The ideal candidate will be responsible for managing a portfolio of clients and delivering holistic Ward Goodman services in line with your specific team and role responsibilities. In addition to client service delivery, the role will also involve being focused on meeting personal and team income targets, KPIs, CSFs and the holistic planning and co-ordinating of the commitments to clients. Key Responsibilities: Manage a client portfolio ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures. Monitor budgets, chargeable hours, recoverability Deliver client requirements effectively and efficiently, whether directly or via other members of the team Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning Carry out regular client reviews in line with their service offering Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team Key skills and qualifications required: Excellent communication skills, face to face, via digital communication mediums, in written form Proficiency in IT Relevant professional qualifications - ATT, QBE or equivalent Closing date 22-09-2024 REF-216 394