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Accounting Team Lead
2 months ago
Job Summary:
The Work Shop is seeking a highly skilled Tax Senior Manager to join our Financial Services team. As a key member of our team, you will be responsible for managing a portfolio of clients and delivering holistic services in line with your specific team and role responsibilities.
Key Responsibilities:
- Coordinate, forecast, and plan your workflow and support your peers, together with your reporting line.
- Provide mentoring, coaching, and training in coordinating, forecasting, and planning their workflow.
- Oversee training and offer support to less experienced members of the group.
Specific Duties:
- Carry out annual reviews for clients within the portfolio to assess ongoing fees, services offerings required, year-end tax planning, and ongoing tax planning.
- Control personal budgets, chargeable hours, and recoverability for the portfolio allocated to you.
- Organize and monitor workflow to keep all members of staff working at their optimum while providing the required client service.
- Motivate, mentor, and encourage all members of the team to ensure they are reaching their potential.
- Report weekly detailed KPIs.
Requirements:
- ATT, CTE, or QBE Qualified or part qualified.
- Excellent communication skills, both verbally and in writing.
- Ability to create and maintain relationships with introducers, both internally and externally.
- Demonstrate questioning techniques and an understanding of principles of fact-finding, both hard and soft fact gathering.
What We Offer:
- Competitive salary range of £24-£36k DOE.
- Excellent benefits package.
- Free parking.