Project Management

The Project Management will be responsible for ensuring the efficient operation of the [Corporate/Commercial/Tax] team by managing resources, optimising processes, and coordinating key administrative tasks. This role is crucial in maintaining visibility of team activities and enhancing operational effectiveness and is based in Southampton.

Client Details

Our client is an independent, director-led practice committed to supporting business owners and individuals with financial and tax planning solutions. They prioritise both client success and a supportive internal culture, ensuring that their services provide maximum value and efficiency. Their work spans business growth, succession planning, and personal financial security.

Description

The key responsibilities for the Project Management role are:

• Oversee ongoing tasks and responsibilities of team managers through regular discussions.
• Assist in reallocating work among managers as needed.
• Champion and implement key software updates and process optimisation's.
• Utilise Microsoft 365 tools to streamline work flows and enhance efficiency.
• Identify and embed process improvements within the team.
• Coordinate short-term and long-term resource planning.
• Maintain clear communication with team members regarding work assignments.
• Support managers in managing client time lines and communications.
• Organise key administrative activities, including on boarding, engagement letters, billing schedules, and audit letters.
• Monitor non-financial KPIs and ensure effective holiday and training planning.
• Collaborate with other Team Co-Ordinators to ensure cross-team support and resource allocation.

Profile

The successful candidate for the Project Management Role is someone with the following:

• Proven experience in project coordination or administration.
• Ability to manage multiple projects and coordinate effectively.
• Proficiency in Microsoft 365 tools, including Excel, Teams, and SharePoint.
• Experience in documenting processes and identifying efficiency's.
• Strong collaborative skills with a diplomatic and proactive approach.
• Ideally, a background in project management (qualification preferred but not essential).
• Ability to delegate effectively and manage workload priorities.

Job Offer

The candidate for the Project Management role will receive:

• A collaborative and supportive work environment.
• Opportunities for professional development and process improvement involvement.
• Exposure to a dynamic and fast-paced financial and tax advisory practice.
• Competitive salary and benefits package.
• The chance to make a real impact by enhancing team efficiency and operations.