At the heart of our client is a powerful understanding of owner managed and family businesses and the needs of the individuals within these businesses. They were founded as an entrepreneurial firm and continue to grow as one.
They are passionately committed to delivering a service that is innovative, flexible and holistic. At the root of their philosophy is a recognition that every client's needs are different - that each business is unique.
To provide high levels of service, They have developed a team that offers strength across the board, and in-depth. Their people are much more than a collection of talented individuals:
at the core of all they do is a firm belief in the critical importance of teamwork.
The role
* To build and expand a portfolio of PCT clients, acting as their first point of contact and managing the delivery of both tax and other specialist assignments to scope and budget.
Key Responsibilities
* Lead the planning and delivery of PCT assignments for a designated range of clients and specialist assignments, coordinating all relevant input to meet client needs, compliance standards and budget.
* Prepare tax computations and support the tax consultancy team by highlighting any possible issues and producing appropriate information.
* Resolve tax issues and produce complete tax files ready for review, proactively supporting the PCT manager in client meetings.
* Provide feedback for team members, following assignments to support the development of team skills and knowledge and continually improve the quality of work undertaken by Target.
* Take ownership of specialist assignments as designated (IHT/Wills, CGT planning etc), undertaking the work and producing complete reports in line with client brief and Target standards and budget.
* Review smaller assignments undertaken by PCT assistants, provide coaching and address outstanding issues in order to facilitate hot file reviews by the PCT manager.
* Develop strong working relationships with allocated clients through assignments and regular contact in order to identify additional support or services appropriate to their circumstances and introduce to other specialists within the group where necessary, ensuring client database is maintained up to date.
Education and Training:
* CTA/ACA (or equivalent) and ongoing CPD
Experience:
* Sound experience in a tax environment with exposure to range of complex assignments
* Ability to demonstrate equivalent knowledge, experience and competency
Recruiter:
Brewer Morris
Brewer Morris was the first recruitment consultancy to focus exclusively on the recruitment of taxation professionals. With over 20 years' experience and offices in London, Sydney and Melbourne, our international network is unrivalled and is just one of the reasons we are the world?s leading international search and contingency specialist tax recruitment firm.
We are firmly established as the market leader and take great pride in the enormous number of long-term working partnerships that we have developed throughout the tax world.
All our consultants have a background in tax within accountancy firms, industry or legal practices and are handpicked for their integrity and commitment to providing the highest level of service.
Brewer Morris comprises three teams in the UK, covering the UK, European and Middle East markets:
Our Private Practice Team recruits tax specialists at all levels from Tax Assistant through to Tax Partner covering all tax disciplines. Our clients include all of the leading accountancy firms, national, regional and local practices throughout the UK. We also recruit throughout the legal profession.
Our In-House Team recruits for a sizeable range of Plcs, financial institutions and multinational companies, including many FTSE500 companies. We handle assignments at all levels from Tax Accountant to Head of Tax and specialist roles.
Our Interim Team is able to provide responsive and flexible resourcing solutions across tax teams in practice, financial services and commercial organisation at all levels and within all tax specialisms.
Our Asia Pacific practice is headquartered in Melbourne. From our Melbourne and Sydney offices, we work with top-tier and mid-tier law firms; Big 4, mid-tier and business services accountancy practices; and some of the largest multinational corporations and financial institutions throughout Australia and New Zealand, South East and East Asia.
