Key skills
AgileCollaboration
About this role
Role Overview
- Manage a number of projects providing challenging technical advice
- Managing and building client relationships
- Delivering strategic advisory services across private client
- Play an active role in the development and growth of the firm by identifying and progressing opportunities to promote the business in the marketplace, seeking new opportunities and securing new work, with the support of the business development team
- Review and sign off some Self Assessment Tax Returns
- Liaise with external advisors as appropriate to deliver high level tax advice
- Provide quality briefing to staff on delegation of work, with appropriate and ongoing support
- Continually and independently develop technical expertise to maintain market leading specialist client service, sharing technical expertise with clients and wider market
- Take responsibility for sharing technical expertise across the team and wider firm to both manage and facilitate development of connected service lines
- Actively maintain long standing, trusted client relationships on behalf of the firm
- Managing financial processes for advisory clients
Requirements
- Relevant professional tax qualification (e.g. CA/ACA, ATT, CTA, STEP or similar)
- Previous experience of working in a similar role including particular technical experience as detailed above
- Expertise in advisory work
- Track record of handling a number of projects for multiple partners at one time
- Experience of line management
- Use of tax software
- Ability to undertake independent technical research, preferably using Tolleys Guidance/ Library
Benefits
- Annual leave (plus public holidays), with the option to buy or carry over leave
- Enhanced parental leave (maternity, paternity, adoption)
- Paid volunteering day to support causes that matter to you
- Private Medical Insurance (PMI) for you and the option to cover family members
- Employee Assistance Programme (EAP) for 24/7 mental health and wellbeing support
- Death in Service benefit
- Competitive pension scheme
- Life assurance policies to support you and your family
- Hybrid working model
- Agile working culture that supports flexible hours and smarter working
- Modern office spaces designed for collaboration, focus, and wellbeing