Job Description

This professional services firm is looking for an individual who along with the Head of Department, has the task of developing relationships and new business opportunities to provide a range of tax and other services.

The role is requiring someone who can manage and establish relationships with clients, with the aim of developing new business from your current client base and beyond, with a superlative level of client service. The position also requires an individual to steward and encourage all levels of employment within the organisation, ranging from associate directors through to associates.

Key Responsibilities

Client Advice

• The ability to provide clients technical and strategic tailored advice with all of their tax affairs. The candidate will understand how to evaluate economic indicators and how they will impact their clients business activities. The role will also extend into aiding clients with their negotiations, liaising, co-ordinating, and anticipating any solutions to any potential challenge arising. The position also requires oversight to all reports and advice given by the team and review, edit, and authorise key documents.

Client Liaison

• The role requires an individual to lead an structure client meetings ensuring all information is transferred in a transparent manner, which is not misleading to the client. All dealings with clients are to be conducted in a timely and effective manner.

Growing the Business

• As the firm is in an extraordinary period of growth, you are required to build the group\'s reputation internally and externally
• Consistent contribution is needed to develop the business strategy where relevant to ensure all actions are commercially viable, and are effective for the clients.
• Must be able to identify and pursue key targets, assisting your Head of Business with PR for your field of expertise.
• Promote cross-selling within interactions, encouraging all business products.

Quality Control, Compliance, and Risk Management

• Ensure compliance with the group\'s internal processes so the exposure of risk is kept minimal.
• The upkeep and maintenance of personal technical competence.

Financial Management

• Monitor chargeable hours, recoveries, WIP, billings and lock up for your team, ensuring all billables are conducted regularly.
• Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.

Staff Management & Development

• Your role as Director is to act as an effective leader in accordance with the exceptional leader profile and competencies.
• The role will require day-to-day management of direct reports and annual development reviews.
• Need to implement high standards of technical and professional competence are maintained and are developed for other members of your team.

Key Performance Indicators

• Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio for at least \xc2\xa3250,000 per annum.
• It is expected that, unless contributing significantly to management, a full time director should regularly record at least 900-1,000 chargeable hours per annum.

Key Skills and Experience

• Extensive knowledge and practical experience of business tax services to clients within a variety of sectors, gained within a professional services firm or boutique advisory practice.
• Proven complex client experience and client handling experiences.
• Degree Educated along with professional qualifications (Chartered Accountant and/or Chartered Tax Adviser).
• Customer Focus - core aspect of role is to provide excellent service to clients.
• Networking - you must be a skilled at developing and growing relationships in the wider market and leveraging these to create opportunities for the business.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Robert Walters