Tax Semi Senior

1 week ago

Dorset, United Kingdom Ward Goodman Ltd Full time

Overview:


Responsible for managing a portfolio of clients and delivering holistic Ward Goodman services in line with your specific team and role responsibilities. In addition to client service delivery, the role will also involve being focused on meeting personal and team income targets, KPIs, CSFs and the holistic planning and co-ordinating of the commitments to clients.

To co-ordinate, forecast and plan your workflow and support your peers, together with your reporting line SCSM, and those you are mentoring/coaching/training in coordinating, forecasting and planning their workflow, as required.

Based on your level of knowledge, as detailed in the skill matrix, you will be required to oversee training and offer support to less experienced members of the group.


Key responsibilities

  • To be client facing, thus the face of Ward Goodman 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
  • Report weekly to the SCSM based on the detailed KPIs and CSFs, as detailed in Appendix 1.
  • Act as an ambassador of Ward Goodman 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


Entry Requirements and Essential Skills:

  • Key Performance Indicators (KPIs)- Performance Level Required
  • Commerciality- To meet personal target, as detailed by your line manager
  •   Aged Debt £0 over 90 days
  • Client Centricity- client engagement proposals outstanding (at any stage) over 45 days
  •  Review all proposals coming to an end within one month from the 1st of each month
  • Use of technology- All cases that have been outsourced that are ready for review and to be reviewed weekly by close of play Friday
  •  All cases that have been outsourced that are on hold are to be reviewed weekly by close of play Friday
  • Critical Success Factors (CSFs)- Performance Level Required
  • Commerciality- To consider the client wider needs and not just those for which we have been initially engaged
  •  Ensure that all the client’s wider requirements are being met within the group, where possible
  • Client centricity - New enquiries are contacted within 24 hours of receipt
  • Use of technology -Outsource solutions to be used in line with the group guidelines and departmental procedures


Management of tasks

  • Assigned tasks to be updated with notes of progress and scheduled for next review point weekly by close of play Friday.

 

Key Skills

  • Relevant professional qualifications
  • Client centricity
  • Commerciality within the role that you perform
  • The ability to create and maintain relationships with introducers, both internally or externally
  • Excellent communication skills, face to face, via digital communication mediums, in written form
  • Knowledge of hosting client meetings, together with questioning techniques, principles of fact-finding, both hard and soft fact gathering.
  • Excellent written skills
  • Proficiency in IT
  • Results driven
  • Team orientated
  • High level of integrity and ability to maintain confidentiality
  • Excellent time management and organisational skills
  • Self-motivated
  • Problem solving ability

 

Main Tasks

  • Deliver client requirements effectively and efficiently, whether directly or via other members of the team
  • Achieve team and individual objectives which are goal consistent with the Ward Goodman strategy
  • Monitor budgets, chargeable hours, recoverability
  • Meet your monthly billing target and support the team to meet theirs
  • Control the level of WIP and debtors of allocated client portfolio and communicate to credit controller
  • Assist with the training and development of other members of staff
  • Attend networking activities


Extra Information:

Working week: Monday - Friday 9am - 5:30pm


To Apply:

Please e-mail your CV and covering letter to rachel.hunt@wardgoodman.co.uk


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