Job Description
Job description
• 18-month FTC.
• Monday to Friday.
• Great benefits.
Talent Guardian is partnering with a top accountancy firm in Ferndown to find an experienced and dedicated Tax Senior for an 18 months FTC. In this client-facing role, you will be the primary point of contact for a portfolio of clients, ensuring the delivery of exceptional service and maintaining strong client relationships. Key Responsibilities:
• Client Portfolio Management: Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
• Client Relationship Management: Act as the main contact for clients, peers, and the wider team, coordinating all required services and maintaining high standards of client satisfaction.
• Performance and Budget Management: Monitor and manage budgets, chargeable hours, and recoverability for the client portfolio. Meet monthly billing targets and control work in progress and debtors, working closely with the credit controller.
• Client Reviews and Planning: Conduct annual and regular reviews with clients to assess fees, service offerings, and tax planning needs, ensuring all client requirements are met.
• Workflow and Efficiency Improvement: Utilise appropriate software and delegate tasks to improve efficiency, while organising and monitoring workflow to keep the team working at optimal levels.
• Team Leadership and Development: Motivate, mentor, and encourage team members, ensuring they reach their full potential and deliver the required client service.
• Professional Conduct and Reporting: Uphold the firm's ethics, culture, and values, providing weekly reports to senior management based on key performance indicators and critical success factors.
• Networking and Client Engagement: Attend networking activities to build and maintain strong client relationships, while actively seeking to understand and meet the broader needs of clients.
Qualifications:
• ATT or CTA or QBA or part qualified
Apply today!
• 18-month FTC.
• Monday to Friday.
• Great benefits.
Talent Guardian is partnering with a top accountancy firm in Ferndown to find an experienced and dedicated Tax Senior for an 18 months FTC. In this client-facing role, you will be the primary point of contact for a portfolio of clients, ensuring the delivery of exceptional service and maintaining strong client relationships. Key Responsibilities:
• Client Portfolio Management: Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
• Client Relationship Management: Act as the main contact for clients, peers, and the wider team, coordinating all required services and maintaining high standards of client satisfaction.
• Performance and Budget Management: Monitor and manage budgets, chargeable hours, and recoverability for the client portfolio. Meet monthly billing targets and control work in progress and debtors, working closely with the credit controller.
• Client Reviews and Planning: Conduct annual and regular reviews with clients to assess fees, service offerings, and tax planning needs, ensuring all client requirements are met.
• Workflow and Efficiency Improvement: Utilise appropriate software and delegate tasks to improve efficiency, while organising and monitoring workflow to keep the team working at optimal levels.
• Team Leadership and Development: Motivate, mentor, and encourage team members, ensuring they reach their full potential and deliver the required client service.
• Professional Conduct and Reporting: Uphold the firm's ethics, culture, and values, providing weekly reports to senior management based on key performance indicators and critical success factors.
• Networking and Client Engagement: Attend networking activities to build and maintain strong client relationships, while actively seeking to understand and meet the broader needs of clients.
Qualifications:
• ATT or CTA or QBA or part qualified
Apply today!
💡 Quick Summary
Seeking a career-building opportunity? The Tax Senior position is now open for candidates interested in the Accountant Jobs sector. This role in Wimborne Minster offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
