Responsible for managing your own portfolio and delivering holistic services to a broad range of tax clients, the successful candidate will work directly with the Tax Director to develop their client management and leadership skills.
With emphasis on both client-facing and managerial/logistical duties, this role is ideal for someone looking to take a step towards management and gain a better understanding of how to run a team and business.
Client Details
Our client is a leading independent firm in the South Dorset area, with a strong history for holistic services, particularly Private Client Advisory for UHWNI's, HNWI's, Trusts & Estates clients.
Known for their training programs and broad clientele, they are proud to work with us in bringing in their next manager-to-be.
Description
1. To be client facing, thus the face of the company from the vantage point of the client
2. Manage a mixed client portfolio of business owners, property investors, HNWI & UHNW families, trusts, and estates. Ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures
3. Be recognised by, the clients, your peers and the wider group as the point of contact for the portfolio of clients allocated to you and coordinate all services that they require
4. To excel in both, client, regulatory and group standards
5. Carry out annual...