20 Oct
Brewer Morris
City of London
Job description
Our client is the UK’s leading integrated wealth management and professional services group, with over years of experience in helping generations of people and businesses to thrive.
They offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
They provide an award-winning service for their clients by employing the best people. Join them on their mission to place the power of good advice into more hands because they believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by their core values of : Personal,
offering advice based on a true understanding of what matters to their clients;
Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Business Tax
Our client provides a wide range of tax and consulting services to a broad range of companies, from housing associations to owner managed businesses.
Through establishing close relationships with their clients, they ensure that they are able to deliver the most comprehensive business tax advice, and also ensure they are aware of the key opportunities and risks faced by their clients.
Purpose of Role :
To manage your own portfolio of clients, working with Partners / Directors or alone on complicated consultancy and advisory projects.
A significant part of the role will be business development of existing and new clients as well as potentially developing a specialist field of technical and / or sector knowledge and expertise.
Key responsibilities :
Client work
- Act as trusted adviser and engage with clients on wider commercial and strategic issues
- Manage portfolio of complex advisory and compliance cases
- Give exceptional client service, taking the lead in managing and developing client relationships
- Technically strong
- Identifying opportunities on client portfolio
Staff management and development
- Liaison with Partners
- Appraisals / monitor staff performance, acting as formal ADR managers for some staff
- On the job training for junior staff on a one-to-one basis
- Dealing with staff questions
- Work collaboratively with peers in team and across firm to ensure joined up approach
Practice development
- Involved in business development activities / profile raising locally
- Actively use network of established relationships to drive new business opportunities and cross referral of services
- Able to take advantage of marketing / PR opportunities
- Compliance
- Ensuring procedures are followed taking account of institute and HMRC guidance, where relevant
Personal development (technical & other)
- Internal and external seminars and courses
- Reading
- Internal meetings
Qualifications
Education / Qualifications :
Qualified accountant (ACA / ACCA / CA) and / or tax advisor (CTA)
Key Experience / Skills :
- Significant corporate tax experience gained within the profession and / or industry
- Technically capable tax adviser who is able to manage complex client work
- Demonstrable experience of managing people and clients
- Existing business development skills and appetite to grow business
- Project management experience
- Experience of dealing with senior stakeholders both internally and externally
Additional Information
As a colleague at our client you will have access to benefits that include :
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
They are proud to value the differences that a diverse workforce brings, representative of society and clients. They have a wide range of highly active employee resource groups and they’re delivering multiple diversity,
equity and inclusion initiatives across the organisation.
It is their commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
Please note our advertisements use PQE / salary levels purely as a guide. However, we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.
Please note that your personal information will be treated in accordance with our .
▶️ Corporate Tax Senior Manager
🖊️ Brewer Morris
📍 City of London