Private Client Services Assistant Manager

Morgan McKinley are working with a leading Top 10 firm with their search for a Private Client Services Assistant Manager within their Guildford office. This role would suit an ambitious Tax Senior who is looking to take the next step in their career or establish Assistant Manager who is looking to broaden their skill set and a larger firm.

Role Overview

This role within the Private Client Services Guildford team will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.

The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis. Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other tax specialists nationally and internationally.

Responsibilities

To act as a key point of contact within the firm for the client, together with the Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients;

• There will be an expectation that you will take full responsibility for project delivery on their portfolio
• Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
• Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria
• Review of work prepared by more junior members of staff
• Liaise with HMRC
• To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience
• Ensure that the firm's quality control procedures are adhered to at all times
• Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.

Management:

• Must provide overall support to Partners/Directors and Managers on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff
• Will assist the management team within the business group, to provide support to the rest of the Tax team
• Actively participate team meetings.
• Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
• Counsel, appraise, develop and motivate staff as appropriate

Sales and Marketing:

• Must be able to recognise business development opportunities and inform and work with the Partners/Directors/Managers and the client to develop these when they arise
• Participate in bids/proposals for new work and business development with intermediaries

Communication and representation:

• Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client
• Act as a liaison between the client and other specialist service groups within BDO
• Contribute presenting on internal courses and meetings
• To work on own initiative
• Consult with colleagues and Partners/Directors/Managers on technical and risk matters.

Requirements

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent
• Demonstrable post qualified experience
• Strong technical ability in the field of private client.
• Guide and supervise less experienced colleagues.
• Support, train, mentor and advise others in own area.
• Challenge current practice - driving improvements and championing change.
• Take personal responsibility for own decisions and actions and those of others.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.