Tax Semi-Senior
Location: Poole Area, Dorset
Salary: Competitive, Dependant on experience
Description: A fast growing, multi-disciplinary firm based in the Dorset area. They are an established and leading provider of financial services and are looking for a Tax Semi-Senior to join their team.
Key Responsibilities:
- To be client facing, thus the face of the firm from the vantage point of the client
- Manage a client portfolio ensuring efficient and timely completion of all tasks required in line with the group timelines and those within the procedures
- Be recognised by, the clients, your peers and the wider group as the point of contact for the portfolio of clients allocated to you and coordinate all services that they require
- To excel in both, client, regulatory and group standards
- Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning and ongoing tax planning
- Carry out regular client reviews in line with their service offering
- Control personal budgets, chargeable hours, recoverability for the portfolio allocated to you, together with the CSM apprentices that work within your team
- Act in a professional manner, upholding the ethics, culture and values of the group, professional regulatory bodies and the group policies and procedures
- Use appropriate software, delegation of work (where possible), together with any other means to in order to improve efficiencies
- Organise and monitor workflow to keep all members of staff working at their optimum whilst providing the required client service, as detailed by the group policy
- Motivate, mentor and encourage all members of the team to ensure they are reaching their potential
- Act as an ambassador of the firm and actively promote services to existing and potential clients across all the service offerings throughout all aspects of the group, such as Business, Personal, Community and the relevant professional disciplines, tax planning, financial planning, business/community advisory, and auditing
- Promote training and development for peers ensuring they understand the requirements of their role
- Implement initiatives and specific projects as instructed by the board
- To generate new enquiries for the team in which you work and for other teams within the group
For more information on this opportunity, please contact:
Carly Dunn
Recruitment Manager
T: 07706 309 606
E: carly@supreme-ss.com