Are you CTA qualified, with experience of working with a mix of high net worth and OMB clients?
Are you experienced in managing a client portfolio, including handling some non-tax aspects, such as elements of accounts and ad hoc project assignments?
This medium sized firm of accountants have witnessed commercial growth which has generated this new opportunity in their tax department.
This is a varied role. You will provide high level support to one of the tax partners and their portfolio, providing advice in person, by email and over the phone to clients, as well as reviewing some work undertaken by more junior team members.
You will take responsibility for managing WIP, billing and recoverability and attend new business meetings, as well as assisting with new client proposals.
It is anticipated that the right candidate will be someone who trained in a mid tier or smaller practice, with a solid tax background in the OMB space and a capable market facer who is comfortable taking on a position of responsibility.