Overview job description:

A forward-thinking firm who are embracing innovation, adopting new technologies, encouraging fresh ideas across the team. Offering personalised development plans to ensure individuals have the opportunity to reach their full potential.

Succes in this role:

• Maintain high portfolio quality, ensuring accounts and tax work are delivered accurately and on time.
• Communicate proactively with clients, building trust and naturally expanding relationships into advisory areas.
• Develop and mentor the team, fostering a supportive environment that builds future talent.
• Exercise strong commercial control, managing WIP, budgets, and billing effectively.

Main duties and responsibilities:

• Provide technical oversight across complex accounts and tax compliance, identifying natural advisory opportunities arising from this work.
• Hold technical authority within the portfolio; escalate to partner on significant matters.
• Stay current on accounting standards, tax legislation and regulatory developments.
• Review the technical output of Managers and Seniors.
• Provide oversight of outsourced accounts or advisory elements within the portfolio: Maintain quality expectations and act on performance issues.
• Hold delegated sign-off authority within agreed firm limits, escalating significant matters to the Portfolio Director or Partner.
• Maintain AML compliance, GDPR, confidentiality, and supervision responsibilities.
• Ensure the highest quality and professional standards are maintained across the full portfolio.
• Manage Accounts Managers directly and provide broader team oversight.
• Conduct performance reviews and career development at Manager level.
• Identify succession opportunities and develop talent within the team, fostering an environment where different views and questions are respected.
• Act as senior relationship owner across the portfolio.
• Lead year-end meetings and present accounts, tax positions and advisory recommendations.
• Manage complex client situations: restructuring, succession, acquisitions.
• Build long-term relationships through genuine understanding of client businesses.
• Oversee WIP, fee budgets, billing, and billing recovery across the portfolio.
• Manage resource planning and retain scheduling to ensure efficient delivery.
• Report portfolio performance to the Portfolio Director or Partner, and develop relevant cross-sell opportunities.

Applicants to this role require:

• ACA/ACCA/CA — qualified, active CPD. ATT/CTA advantageous. Extensive post-qualification experience demonstrating clear progression to a senior level.
• Technical authority at Senior Manager level across accounts and advisory.
• Deep UK GAAP (FRS 102) knowledge.
• Confident at senior client level.
• Leads year-end meetings and complex client conversations.
• Communicates constructively with Managers and the team.
• Knows client businesses well enough to anticipate their needs.
• Holds high standards without creating pressure.
• Thinks commercially and invests in the team.

What’s in it for me?

• Working in a supportive, collaborative environment with experienced professionals.
• Career development and progression opportunities.
• Hybrid working.
• Attractive benefits package.

TMM Recruitment INDFIN