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Company Description
At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881-helping businesses and individuals meet challenges and seize opportunities across generations.
Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose-to help navigate challenges, unlock potential, and achieve the extraordinary.
Job Description
Purpose of role:
* With the support of the Head of Department and other staff, responsibility for developing relationships and new business opportunities to provide a range of tax and other services.
* Overall responsibility and accountability for a group of clients, with excellent technical expertise in your field.
* Skilled at leading and managing the relationship with clients, with the aim of developing new business from your current client base and beyond.
* Responsibility for encouraging and developing associate directors and other staff members.
* Ensuring excellent client service whilst minimising conduct risk.
* Contributing to the management of your department and/or office if relevant.
Key responsibilities:
Client Advice
* Able to provide suitable strategic and technical advice and guidance to clients with regard to their tax affairs.
* Understand and be able to evaluate the client's situation and tailor the advice according to their specific needs providing clear and technically accurate documentation and key transaction documents.
* Potentially have or be able to build a sector specialism.
* Understand and be able to evaluate the impact of market and general economic indicators and identify any necessary changes to proposed tax advice.
* Able to provide support to clients in their negotiations, liaising with other advisers, co-ordinating their activities where necessary and anticipating and suggesting appropriate solutions to any challenges arising.
* Able to oversee the reports and advice given by the team and review, edit and authorise key documents.
Client Liaison
* Able to structure and lead client meetings ensuring that information given is up to date, clear and not misleading and meets the client's needs.
* All dealings with clients are conducted professionally and their requests are dealt with in a timely and effective manner.
* Correspondence and reporting is clear and not misleading, technically accurate and meets client's needs.
Growing the Business
* Promote and build the group's reputation internally and externally.
* Contribute to business strategy where relevant to help ensure that decisions put the client first and are commercially viable.
* Assist your Head of Business (HoB) with PR for your field of expertise.
* Promote cross-selling within the group.
* Build and cultivate relationships with clients and potential clients of the group.
* Identify and pursue key targets.
* Responsible for marketing and business development activities for your field of expertise as agreed with your HoB.
Quality Control, Compliance and Risk Management
* Ensure compliance with the group's internal procedures so as not to expose the group to unacceptable levels of risk.
* Ensure compliance with the group's compliance manual and relevant operating procedures and manuals for your business line.
* Maintain personal technical competence.
* Report complaints and potential PI issues for your team/direct reports in line with the group's complaints procedures.
Financial Management
* Monitor and manage chargeable hours, utilisation, recoveries, WIP, billing and lock up for you and your team, ensuring where possible lock up is kept to a minimum and clients are billed regularly.
* Monitor and manage time recording for you and your direct reports and ensure prompt submission of time sheets.
* Hold regular financial performance reviews with your direct reports in respect of your client portfolio.
* Inform the HoB promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department.
* Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.
Staff Management & Development
* Act as an effective leader in accordance with the Exceptional Leader profile and competencies.
* Responsible for the day to day management of direct reports.
* Conduct annual development reviews (ADRs) for your direct reports.
* Act as mentor and help to develop talent in line with the TBS talent programme.
* Ensure that your own high standards of technical and professional competence are maintained and are developed for other members of your team/direct reports.
* Ensure that you help to develop strong management and leadership skills in your direct reports.
* Ensure your direct reports are developed in accordance with their ADRs and talent development plans.
* In conjunction with your HoB, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client care).
Key Performance Indicators:
* Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio of at least £250,000 per annum.
* Chargeable hours: it is expected that, unless contributing significantly to management, a full time director should regularly record at least 900-1,000 chargeable hours per annum.
* A director would be expected to have under recoveries of <10% per annum on scale rates set within the department.
* A director would be expected to have overall lock-up below the relevant KPIs set for their business line.
* A director would be expected to keep tight control of debtors and demonstrate a commercial approach in connection with outstanding fees.
Qualifications
Key Competencies:
* Customer focus - core to your role is to provide an excellent service to clients.
* Judgement - the firm relies on your judgement in the services supplied to clients. This has to be delivered as per the client's needs, technically excellent, commercial and on time.
* Technical expertise - strong technical leadership and maintaining your technical competence is critical to ensuring clients receive an excellent service.
* Networking - you are skilled at developing and growing relationships in the wider market and leveraging these to create opportunities for the business.
* Communication - you communicate both verbally and in writing in an engaging and purposeful manner.
* Leadership - you will help drive and lead a culture of continuous development, be able to identify future talent and act as mentor and sponsor.
Education/Qualifications:
* Degree educated
* Chartered Accountant and/or Chartered Tax Adviser
Key experience & skills:
* Extensive knowledge and practical experience of business tax services to clients within a variety of sectors, gained within a professional services firm or boutique advisory practice.
* Proven complex client experience and client handling abilities.
* Demonstrable experience of generating and developing new business and key relationships.
* Strong technical leadership.
* Experience and knowledge of staff management.
* Strong communication and inter-personal skills.
* Strong commercial awareness.
Additional Information
As a colleague here at S&W you will have access to benefits that include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
* Fully funded training towards professional qualifications
* Cycle to work scheme
* Season ticket loan
* Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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