Job Description

The Role

As a Private Client Tax Senior Manager or Associate Director, you will oversee complex personal tax engagements, providing strategic advice on tax planning and compliance. You will manage key client relationships, mentor teams, and contribute to business development initiatives. Your role ensures technical excellence, client satisfaction, and supports the growth of the tax practice.

Core Skills

Client Focus

Demonstrates an understanding of client/customer needs not limited to service line Demonstrates exceptional client service (both internal and external) and understands its importance to Azets as well as clients Demonstrates the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seeks to offer support where appropriate Is able to tailor services to match client requirements in regard to scope and deliverables, timing and cost of services provided Understands client core priorities and challenges and is able to advise on ways that their internal process and procedures could be reviewed to assist in their achievement Is able to confidently lead meetings with stakeholders Maintains a regular in-person dialogue with clients as a primary point of contact and uses this to improve client service and identify sales opportunities.

Technical Excellence

Takes the lead in ensuring team members possess the necessary skills, knowledge and behaviours required to deliver accurate, high quality work for our clients through identification of and input into development opportunities / training Able to work collaboratively with other service lines on complex issues in order to reach a solution and takes the lead in communicating outcomes to clients Proactively communicates news of a technical or topical development within Azets in their areas of specialism Is aware of upcoming changes to applicable legislation / regulation affecting their service line and how this will affect Azets workflow, processes and the scope and approach to client service delivery.

Commitment

Volunteers to lead or execute tasks that help achievement of departmental or office business plan and strategic objectives Builds morale in the wider team creating a working environment which fosters a positive approach and feeling of achievement and inclusion Proactively and professionally puts forward considered views to drive change and improve processes for the better. Attention to Detail Responsible for quality and takes pride in it at both a team and personal level. Continuous focus on raising team standards to ensure output is of a high quality and well presented Gives meaningful and insightful feedback to all members of the team Acts quickly to resolve quality issues raised and seeks to analyse the cause of such issues to rectify.

Attention to Detail

Responsible for quality and takes pride in it at both a team and personal level. Continuous focus on raising team standards to ensure output is of a high quality and well presented Gives meaningful and insightful feedback to all members of the team Acts quickly to resolve quality issues raised and seeks to analyse the cause of such issues to rectify.

Decision Making

Ensures decisions and judgements are well informed by utilising all available data and information Shows understanding of the implications and consequences of decisions and judgements Can admit and own when they are wrong - responding to such situations in a positive and professional way Genuinely listens to others and is open to changing own mind Takes personal responsibility for following mandatory consulting processes in own service line and encourages compliance by others.

Key accountabilities

Efficiency

Role models and motivates others to work efficiently and to embrace new technologies and ways of working to achieve this Encourages and empowers the ideas of team members on improving efficiency and champions these ideas as appropriate Identifies ways in which work delivery can be improved and puts ideas into practice, consulting with the wider team as appropriate.

Leading People

Role models how to celebrate the success of our people Effectively communicates objectives and motivates and supports people through times of change Understands and demonstrates the importance of business needs and the needs of individuals - crucially being able to balance each Is able to deal with poor performance, identifying development needs and supporting individuals to work towards objectives including being responsible for more formal support and monitoring of personal performance plans Acts as a coach and mentor to more junior team members, supporting their management of their own team Is able to mediate internal conflicts where they may arise Demonstrates effective use of delegation and development of staff to achieve departmental strategic goals.

Leading Yourself

Maintains passion and commitment to goals, in the face of obstacles and frustrations, seeking to understand the reason for these and ways to overcome them Deals with complex challenges and can move difficult and/ change management strategies forward Demonstrates an awareness of personal development objectives and actively takes steps to challenge themselves to achieve these, identifying where support is needed Identifies, welcomes and is receptive to contributions from all levels and is not closed to new learning opportunities Appreciates and demonstrates the value of delegation to accomplish goals. Is aware that they can't and shouldn't do it all.

Driving Business Growth

Actively increases knowledge and awareness of business and competitive environment to seek out opportunities Has an established network of specific professional contacts relevant to their work through which business opportunities can arise Identifies opportunities to promote their specialist area to clients, prospects and external professional referrers with the aim of generating new referrals and work wins Is aware of team growth targets and understands their role in achieving these Demonstrates the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seeks to offer support where appropriate.

Living Our Values

New to Azets: Shows good understanding of our company values, and making good progress towards consistently demonstrating required behaviours Existing Colleague: Consistently 'lives our values' - demonstrates expected behaviours in line with our company values

Technical Skills

Proficient in reviewing final tax packs/transmittal letters for medium risk Private Tax clients Proficient in preparing final tax packs/transmittal letters for higher risk Private Tax clients Takes the lead on most technical work, other than the most complex, limiting director/partner input to higher risk matters Builds and fosters a good team spirit by engaging directly with team members and taking responsibility for team building events e.g. social events and activities, as well as general team spirit Arranges team meetings, providing agendas and sourcing matters for discussion Promotes a culture within the team of keeping on top of legislative changes. Actively organises training sessions for the team and regularly shares guidance / training material around the team to help with this Is in control of resource management, communicates regularly with other senior management as to team capacity. Also tries to ensure that the team are used according to their skillsets and work is carried out at the appropriate level Is confident and actively building strong relationships with clients Be seen as a leader in the department.

Qualifications

Holds a accountancy and/or tax qualification or qualified by experience (e.g. ATT/CTA/ACA/ACCA/CA).

Essential Experience

It is expected that the above core and technical skills will have been developed through study alongside work experience in an accountancy practice.





Job Reference: AZ04566