* 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.
* 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 the 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.
* 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.
* 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
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