Private Client Tax Senior Manager

Role Overview

This role will provide Tax compliance and advisory services to a wide range of clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Director/Partner informed about, any new business opportunities arising on existing and new clients.

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 portfolio of clients 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/Director/Partner 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 including second partner review
• Identify risk and technical matters, as well as selling opportunities, to the Director/Partner/, whilst exercising judgement within agreed parameters.

Management

• Must provide overall support to Director/Partners on client matters and assist Director/Partners in the management of the group, including support for recruitment and management of staff at times
• Will work as part of management team with other Tax managers within the business group, and provide support to the rest of the Tax team
• Actively participate in the management of the group through Team/Manager/Director 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 Director/Partner and the client to develop these when they arise
• Participate in bids/proposals for new work

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
• To work on own initiative
• Consult with colleagues and Director/Partners 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
• Lead projects of limited scale or complexity