Role Overview

This role will provide Tax compliance and advisory services to a wide range of corporate and owner managed clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients. You will also provide assistance to Director/Partners in both client work and in the management of the group and on occasions the practice. Will be involved in special assignments on an ad hoc basis. A key part of the role requires the individual to actively seek, and keep the Partner informed about, any new business opportunities arising on existing and new clients.

Responsibilities

To act as a key point of contact within the firm for the client, together with the Senior Manager/Partner. This will involve responding quickly to, as well as anticipating, client requests/needs, keeping clients informed of progress in relation to all aspects of the service provided, and maintaining regular contact with clients

• There will be an expectation that you will take full responsibility for project delivery on their portfolio

• Manage a portfolio of clients including control of billings and cash collection within the firms criteria

• Review of work prepared by more junior members of staff

• Liaise with HMRC

• To ensure assignments are completed within agreed budgets and keep client/Partner informed of overruns and plan staff assignments in order to give an appropriate spread of experience

• Ensure that the firm’s quality control procedures are adhered to including second partner review

• Identify risk and technical matters, as well as selling opportunities, to the Partner/ Senior Manager/Manager, whilst exercising judgement within agreed parameters.

Management:

• Training must be provided to more junior staff both on the job and through monitoring performance, whilst consistently providing feedback

• Counsel, appraise, develop and motivate staff as appropriate

Sales and Marketing:

• Must be able to recognise business development opportunities and inform and work with the Partner and the client to develop these when they arise

• Participate in bids/proposals for new work

Communication and representation:

• Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client

• Act as a liaison between the client and other specialist service groups within BDO

• Contribute knowledge by sharing experience at team technical sessions

• To work on own initiative

• Consult with colleagues and Partners on technical and risk matters.

Requirements

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent

• Guide and supervise less experienced colleagues.

• Support, train, mentor and advise others in own area.

• Challenge current practice – driving improvements and championing change.

• Take personal responsibility for own decisions and actions and those of others.

• Lead projects of limited scale or complexity

You’ll also be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business.  We’re committed to agile working, and we offer everyone the opportunity to work in ways that suit them, their teams, and the task in hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together

Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture.  From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

We can provide the best support for our clients and people when we’re working side by side.  Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another.  At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for our clients and satisfying experiences at work, so we’ve invested in state-of-the-art collaboration spaces in our offices.  BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences.  With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future

At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we’re always finding new ways to invest in them. Across 17 UK locations, we are 6,500 unique minds coming together to help our clients reach their ambitions.

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.