Senior Client Manager - Tax Strategy & Remote Advisory

McKilligan Financial Limited; United Kingdom; Ibrido; GBP 60.000 - 95.000; Tempo pieno

Descrizione del lavoro

McKilligan Financial Limited is seeking a Senior Client Manager to lead high-quality service delivery for a portfolio of clients in a tax-focused environment. You will combine strong technical tax knowledge with commercial judgment and a real commitment to building positive client relationships.

This senior role involves developing team members, contributing to system and process improvements, and acting as a trusted adviser across client engagements, within an office-based with hybrid working

Competenze

• Strong experience in managing a portfolio of clients within an accountancy or tax-focused environment.
• Confident technical knowledge in tax compliance and tax planning.
• Strong interpersonal skills and ability to build trusted relationships.
• Experience of reviewing work to a high standard and exercising sound professional judgement.
• Experience of supporting, developing and line managing team members.
• Proactive and organised approach with ability to manage competing priorities.
• Commercial awareness and focus on delivering client value.
• Awareness of cloud accounting systems, particularly Xero.

Mansioni

• Lead service delivery to a portfolio of clients, ensuring high standard of service, support and advice.
• Build strong relationships with clients, acting as a trusted adviser and point of contact.
• Deliver proactive tax planning support, including reviewing projected profits and tax liabilities.
• Research tax matters thoroughly, providing clear, practical and effective advice to clients.
• Support clients in structuring transactions in a tax-efficient and commercially appropriate way.
• Review and finalise tax returns, identifying the most appropriate outcomes for each client.
• Work closely with clients and their wider team of trusted advisers to deliver a joined-up service.
• Provide line management, development, feedback and performance support.
• Collaborate with leadership to improve service offering, systems and processes.
• Use proposal tools to prepare fee quotes and engagement letters with clear scope.
• Develop a broad awareness of Xero to understand clients' businesses and challenges.
• Liaise with clients and third parties to obtain information and documentation.
• Undertake any other duties reasonably required.

Conoscenze

Portfolio management

Tax planning

Client relationship

Team leadership

Prioritisation

Strumenti

Xero

Descrizione del lavoro

McKilligan Financial Limited is seeking a Senior Client Manager to lead high-quality service delivery for a portfolio of clients in a tax-focused environment. You will combine strong technical tax knowledge with commercial judgment and a real commitment to building positive client relationships.

This senior role involves developing team members, contributing to system and process improvements, and acting as a trusted adviser across client engagements, within an office-based with hybrid working