Responsibility for a portfolio of clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the Partners of the Firm and you will have the opportunity to take a lead role in developing the portfolio with the support and assistance of the senior management team. You will be responsible for the financial management of the portfolio to include, recovery rates, billing, debt and WIP management.
You are responsible for ensuring that the clients in your portfolio receive the best possible client experience. You need to ensure the staff under your responsibility are mentored, developed, and helped to thrive.
To be an ambassador of the firm’s values.
Key Objectives
* Managing the tax compliance work on a client portfolio.
* Reviewing work of more junior staff.
* Preparation of complex tax returns.
* Dealing with HMRC correspondence including enquiries.
* Dealing with client queries and managing tax only client relationships.
* Attend client meetings and build your relationship with the client to become the main point of contact for your portfolio.
* Represent the firm externally at various networking events and build relationships in the communities our offices are based, with a view to building your own network and obtaining work referrals.
* To assist with tax planning projects including being self-sufficient on certain tax planning projects.
* On a limited portfolio, to manage the financial implications of client work including recoveries, identification of additional work to be billed for and selling this to clients, to identify and chase late payment of fees.
* If mixed tax also including: to review more complex CT computations prepared in General Practice.
* To undertake tasks within the tax related Forensic assignments including report drafting.
* Speak confidently with clients about software options relevant to their needs.
* Understanding and adhering to our internal software and procedures.
* To promote and ensure best practice is followed for all compliance matters.
* To proactively deal with client queries and covering advice with partners before forwarding to clients.
* Helping to oversee the day-to-day management of a department, including assigning work to staff members.
* Take responsibility for job performance and recoveries. Identify training needs within the team to develop staff to their career goals.
* Undertake staff appraisals for direct reports.
* A willingness to contribute or manage internal projects that may not be directly related to the portfolio management.
* Assist with administrative duties as required by the firm.
* To have a collaborative approach with your department and the rest of the firm. Delegate appropriate tasks to staff to further their development.
Key Skills & Competencies
* A high degree of personal motivation, organisational skills and the ability to manage your own workload.
* Flexibility and approachability under pressure.
* You must be proactive, tenacious and show initiative at all times.
* Excellent attention to detail and a high degree of accuracy.
* The ability to communicate confidently, clearly and effectively at all levels including ensuring the partner is aware of any client issues.
* The ability to work closely with other members of the team and management team.
* A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
* A high level of professionalism to deliver client service excellence.
* The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
* The ability to multitask and meet deadlines when required.
* Effective delegation and time management.
* To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.
* Someone with a mixed tax background, who can turn their hand to owner managed business tax planning, some corporate tax reviews, R&D, share structuring, share for share exchanges, reorganisations, and possibly with some personal tax knowledge too.
* Experience in a management position.
Key Knowledge & Behaviours
* Planning and organisation.
* Self-motivation.
* Flexibility and adaptability.
* Excellent client service.
* Familiarity with the Milsted Langdon IT systems.
* Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including GDPR, Money Laundering and the Health and Safety at Work Act.
* Professional, personable, presentable, and punctual.
* Good technical knowledge of accounts preparation and tax compliance.
* Familiarisation with personal and business tax regulations, plus VAT and PAYE.
* Supervisory experience of accounts staff.
* Full driving licence, plus unrestricted access to a car.
* Organised, accurate, and able to plan the use of time efficiently.
* Strong interpersonal skills in dealing with both clients, team members and colleagues.
* Excellent communication skills.
Qualifications
• ATT and/or AAT Level 4.
• Preferred ACA / ACCA and part CTA qualified.
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