About the job
As an Associate Director in Private Client Tax, you will take the lead in managing a diverse portfolio of clients, showcasing exceptional technical knowledge in your field. Your primary focus will be on fostering client relationships, driving business development initiatives within your existing client base, and mentoring team members to enhance their skills.
In light of recent expansion, we are inviting applications for this position from candidates located in Manchester, Leeds, or Harrogate. The role requires in-office collaboration three times a week.
Key Responsibilities:
- Deliver outstanding client service consistently, prioritizing customer satisfaction while ensuring compliance with the group’s Conduct Risk framework.
- Aspire to achieve Exceptional Advisor status by managing and enhancing client relationships effectively.
- Play a vital role in developing business strategies that prioritize client needs while maintaining commercial viability.
- Lead marketing and business development efforts in your area of expertise in collaboration with your Head of Department.
- Ensure adherence to internal procedures to mitigate risk exposure for the group.
- Conduct regular financial performance reviews with your direct reports regarding your client portfolio alongside relevant partners.
- Comply with Delegated Authority Limits and relevant policies in relation to work in progress and debtor management.
- Oversee the daily management of direct reports, conducting annual development reviews to ensure their professional growth.
- Act as a mentor, fostering talent development in alignment with the TBS talent program.
