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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
- To be client facing, thus the face of the company from the vantage point of the client
- 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
- 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
- To excel in both, client, regulatory and group standards
- Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning
- Carry out regular client reviews in line with their service offering
- Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team
- Act in a professional manner, upholding the ethics, culture and values of the group, professional regulatory bodies and the group policies and procedures
- Use appropriate software, delegation of work (where possible), together with any other means to in order to improve efficiencies
- Organise and monitor workflow to keep all members of staff working at their optimum whilst providing the required client service, as detailed by the group policy
- Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
- Act as an ambassador and actively promote services to existing and potential clients across all the service offerings throughout all aspects of the group, such as Business, Personal, Community and the relevant professional disciplines, tax planning, financial planning, business/community advisory, and auditing
- Promote training and development for peers ensuring they understand the requirements of their role
- Implement initiatives and specific projects as instructed by the board
- To generate new enquiries for the team in which you work and for other teams within the group
The post holder may also be asked to support and undertake other related duties not listed in this roleDescription from time to time according to the needs of the business.
Profile
- Relevant professional qualification, being fully qualified ATT or CTA
- Client centricity
- Commerciality within the role that you perform
- The ability to create and maintain relationships with introducers, both internally or externally
- The ability to identify potential matters for inter departmental referrals, particularly our financial services team
- Excellent communication skills, face to face, via digital communication mediums, in written form
- Knowledge of hosting client meetings, together with questioning techniques, principles of factfinding, both hard and soft fact gathering
- Excellent written skills
- Proficient in Microsoft 365
- Results driven
- Team orientated
- High level of integrity and ability to maintain confidentiality
- Excellent time management and organisational skills
- Self-motivated
- Problem solving ability
Job Offer
From Day 1 you will have access to:
- 25 days annual leave (includes 2 days for Christmas shutdown) for the team
- Birthday off
- Early Friday finishes in summer
- Free onsite parking
- Company events
- Celebration gifts for weddings, babies, attaining professional qualification, other significant life events and major work anniversaries
- Staff referrals bonus
- Client introduction bonus
- MySmartSpending Rewards
- Financial Services Advice - significant reduction in the cost
- Support charity efforts
After Probation you will have access to:
- Hybrid working
- Option to buy / sell annual leave - up to 5 days per year
- Profit share scheme
- Simply Health cashback scheme
- Salary sacrifice pension scheme (all employer NI saving passed across to employee pension)
- Up to 15 hours or 2 days for wellbeing (to inc health check ups, physio, chiropractor, mental health, pet leave etc.)
- Up to 5 days compassionate leave
- 5 days sick leave on full pay
- Individual training budget for career development
- Time off to take your child to school on their first day
