Senior Manager

1 week ago

Sevenoaks, United Kingdom Wilson Partners Full time

An opportunity has arisen to join Wilson Partners, an award-winning Accounting, Tax and Corporate Finance firm, recognised in 2023 as ‘Outstanding to work for’ by Best Companies.

We work with ambitious SMEs, their owners and Private Equity houses combining the financial expertise, experience and accessibility of our talented team to help them achieve their goals. Like our clients, we’re ambitious too. We want to be a top 25 accounting firm by 2026 and we will only achieve that by investing in our people and continuing to provide innovative and value added accounting, tax and corporate finance solutions that empower clients to make better decisions.


Who we are:

Wilson Partners was established in 2008 in the heart of Maidenhead, Berkshire, by two Brothers, Allan and Chris. From day one there has been a key focus on team culture, driven by the belief that our business is all about the people. Now with offices in Maidenhead, Cambridge, Plymouth, Sevenoaks, Woking and South Africa and a team pushing 275, we’re here to make a positive impact. Our continued growth journey means we are always on the lookout for great talent.

We’re proud to do things a little differently, we’re business enthusiasts who just happen to be accountants, we want to challenge and be challenged. We strive for the best and we want our clients and people to see the value in how we operate and that we can make a real difference.


Your new role:

This is an exciting role within the tax team, where you’ll work with a varied portfolio of clients, predominantly tech start-ups/scale-ups and their founders.

This role is client-facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and

internal teams.

There is the requirement to manage deadlines, complex technical tax queries and the ability to review the work of others within the team.

You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions.


Duties & key responsibilities:

  • Running tax advisory assignments.
  • Supporting Directors on more complex assignments.
  • Complete complicated client tax returns.
  • Manage and service clients within own portfolio.
  • Be available to provide technical advice to the Wilson Partners Team and/or clients.
  • Responsible for departmental initiatives, processes, and projects whilst continuing to oversee the supervision, training, and development of the team.
  • Liaise and communicate with other departments, clients and directors to generate business leads.
  • Actively support the Tax Associate/Director(s).
  • Work with and support the non-Tax Managers and Directors.
  • Maintain the highest level of technical competence and apply in response to client needs.
  • Support the Tax Director(s) with marketing initiatives and provide content.
  • Identify cross selling opportunities through networking, attending client functions
  • and seminars.
  • Involvement in the tax team financials with the senior members of the tax team; chargeable time, recoveries and billings.


General responsibilities:

  • Involvement in departmental initiatives, processes and projects whilst continuing responsibility for supervision, training and development of the team.
  • Liaise and communicate with other departments, clients and directors.
  • Identify cross selling opportunities.
  • Support the Tax Director(s).
  • Work with and support the non-Tax Managers and Directors.
  • Maintain up-to-date technical knowledge by attending the necessary courses, webinars and completing the appropriate professional reading.
  • Involvement in the tax team financials with the senior members of the tax team; chargeable time, recoveries and billings.
  • Complete or oversee complicated client tax returns.
  • Mentoring and supporting Tax Manager(s).


Skills & abilities:

  • Identify training needs of the team and coach, supervise and support.
  • Oversee workload of team and provide feedback on performance and development.
  • Ensures technical knowledge is up-to-date and seeks expert advice when required.
  • Maintains excellent relationships by communicating effectively at all levels with colleagues and clients.
  • Use tact and diplomacy to deal with difficult situations with clients and colleagues.
  • Able to complete technical research for Directors and provide summary information
  • on findings.
  • Plans time effectively and completes timesheets by the required deadline.
  • Outstanding delegation skills.
  • Understands client needs and provides relevant advice.
  • Aware of work pressures, peaks and troughs.
  • Undertake CPD in accordance with Institute / Wilson Partners requirements and
  • maintain up-to-date CPD record.
  • Maintains high professional standards of conduct and practice.


Knowledge & experience:

  • Qualified ATT and/or CTA - minimum 8 years relevant tax experience.
  • No ATT Qualification – minimum 10 years relevant tax experience.
  • On-the-job experience in corporate tax advisory matters including restructuring, tax due diligence, corporate tax compliance.
  • Preferable, not essential: experience with EIS, EMI options, R&D Tax credits.


Personal attributes:

  • Approachable member of the tax team.
  • Outstanding people management and coaching skills.
  • Shows flexibility in considering different points of view and options available.
  • Willing to embrace change and new ideas.
  • Attention to detail.
  • Accurate documentation of work and ability to use initiative.
  • Be a good team player demonstrating commitment and respect to other team members.
  • Open and honest communication.
  • A can do attitude.

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