Markets
• You'll demonstrate an understanding of the full range of the firm's products, services and capabilities and takes an active role in cross selling.
• Seeks to participate in business development activities and contributes to sales pitches, for own team as well as the wider firm.
Clients
• You'll ideally have prior experience of working with a portfolio including: Hedge Funds, Insurance firms, Banking clients, Custodians, pension funds or private equity firms.
• Builds a rapport with the individual client and develops a clear and detailed understanding of the business and client expectations.
• Deals with a wide range of technical issues and client situations from a compliance and advisory perspective.
• Writes high quality tax reports, professionally presented documents, requiring minimal input from directors or partners.
Who we're looking for:
You'll have a genuine interest in our clients. We want to provide a distinctive service and
unlock potential for growth in dynamic organisations.
You'll know that what you do matters. As an organisation we want to be known for how we
do business, not simply what we do. So, we need people who know that every act matters
from the simple things to the insights we bring to clients.
You'll seize opportunities. We want to adapt quickly and wisely to changing conditions to
optimise growth for both our clients and ourselves.
You'll apply critical reasoning to bring clarity and insight. We do it by asking great questions,
listening and drawing on our collective knowledge and experience to really help others grow.
Education, experience and qualifications:
you'll be professionally qualified (ACA, CA, ACCA, CTA)
you'll have prior experience of working in a corporate tax environment (ideally with Financial Services clients)
you'll be comfortable managing client engagements and portfolios