BDO. Because relationships matter.
BDO LLP is one of the UK’s largest accountancy and business advisory firms providing services to ambitious businesses within the UK and worldwide. With more than 3,500 talented people, generating close to £400m in UK revenues, we bring real leadership across the mid-market. We are a member of BDO International, the world’s fifth largest global accountancy network, which has more than 1,260 offices worldwide, spread across 147 countries. We are a profitable, dynamic and forward-looking firm with a reputation for quality. Our ambition is to be the leader for exceptional client service.
At BDO you can be yourself - we value you as an individual and want you to realize your aspirations. You have a voice and your opinion counts. We give you the challenge and support you need and you are able to shape your own career according to your strengths, skills and personality. Working at BDO enhances your professional development at all stages of your career. Few firms offer the same breadth and quality of work, responsibility and experience. We recognize and reward your high performance and you have the opportunity to excel, progress and share in our success. We are clear on what we expect from you and what you can expect in return.
Being at BDO is personally as well as professionally fulfilling. Relationships matter, and we have a friendly and inclusive culture built around our core values of honesty and integrity; empowerment and personal responsibility; mutual support and respect; and professional and personal client relationships.
This role will provide Tax compliance and advisory services to a wide range of 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/Principals/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.
To act as a key point of contact within the firm for the client, together with the 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 /Principle 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/Principle/ Senior Manager, whilst exercising judgement within agreed parameters.
- Identify risk and technical matters, as well as selling opportunities, to the Partner/Principal/Senior Manager, whilst exercising judgement within agreed parameters.
Must provide overall support to Partners on client matters and assist Partners in the management of the group, this will include support at times for the recruitment and management of staff
Will work as part of management team with other Tax managers within the business group, and provide support to the rest of the Tax team
Actively participate in the management of the group through Partner/Manager meetings and by attendance at social functions
Training must be provided to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback
Counsel, appraise, develop and motivate staff as appropriate
Sales and Marketing:
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 centrally by lecturing on internal courses
To work on own initiative
Consult with colleagues and Partners on technical and risk matters.
Staff management experience
Maintain an in depth, up to date, knowledge of taxation
Ability to profitably manage a client portfolio
To actively seek opportunities for developing new clients and for selling new services to existing clients
Experience of dealing direct with clients
Educated to degree level, and/or CTA and/or ACA qualified or equivalent
Demonstrable post qualified experience