2 days ago Be among the first 25 applicants Company Description

Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. At Company Description At S&W , we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Job Description About the Role: This position involves developing and nurturing new business opportunities and client relationships to expand tax and related services, supporting the Head of Department and the wider team, you will hold overall responsibility and accountability for a portfolio of clients, demonstrating strong technical expertise in your field. The role includes leadership and development of Associate Directors and other team members, ensuring outstanding client service while minimising conduct risk. Additionally, you will contribute to the management and strategic direction of your department and/ or office, where applicable. Key Responsibilities: Client Advice

Able to provide suitable strategic and technical advice and guidance to clients with regard to their tax affairs. Understand and be able to evaluate the client's situation and tailor the advice according to their specific needs providing clear and technically accurate documentation and key transaction documents. Potentially have or be able to build a sector specialism. Understand and be able to evaluate the impact of market and general economic indicators and identify any necessary changes to proposed tax advice. Able to provide support to clients in their negotiations, liaising with other advisers, co-ordinating their activities where necessary and anticipating and suggesting appropriate solutions to any challenges arising. Able to oversee the reports and advice given by the team and review, edit and authorise key documents.

Client Liaison Able to structure and lead client meetings ensuring that information given is up to date, clear and not misleading and meets the client's needs. All dealings with clients are conducted professionally and their requests are dealt with in a timely and effective manner. Correspondence and reporting is clear and not misleading, technically accurate and meets client's needs.

Growing the Business Promote and build the group's reputation internally and externally. Contribute to business strategy where relevant to help ensure that decisions put the client first and are commercially viable. Assist your Head of Business (HoB) with PR for your field of expertise. Promote cross-selling within the group. Build and cultivate relationships with clients and potential clients of the group. Identify and pursue key targets. Responsible for marketing and business development activities for your field of expertise as agreed with your HoB.

Quality Control, Compliance and Risk Management Ensure compliance with the group's internal procedures so as not to expose the group to unacceptable levels of risk. Ensure compliance with the group's compliance manual and relevant operating procedures and manuals for your business line. Maintain personal technical competence. Report complaints and potential PI issues for your team/direct reports in line with the group's complaints procedures.

Financial Management Monitor and manage chargeable hours, utilisation, recoveries, WIP, billing and lock up for you and your team, ensuring where possible lock up is kept to a minimum and clients are billed regularly. Monitor and manage time recording for you and your direct reports and ensure prompt submission of time sheets. Hold regular financial performance reviews with your direct reports in respect of your client portfolio. Inform the HoB promptly of all WIP and bad debt provisions or any other material issues affecting the financial performance of the department. Ensure compliance with the Delegated Authority Limits and any other relevant policies in respect of WIP and debtor management.

Staff Management & Development Act as an effective leader in accordance with the Exceptional Leader profile and competencies. Responsible for the day to day management of direct reports. Conduct annual development reviews (ADRs) for your direct reports. Act as mentor and help to develop talent in line with the TBS talent programme. Ensure that your own high standards of technical and professional competence are maintained and are developed for other members of your team/direct reports. Ensure that you help to develop strong management and leadership skills in your direct reports. Ensure your direct reports are developed in accordance with their ADRs and talent development plans. In conjunction with your HoB, manage, counsel and develop your direct reports with a view to maximising their work potential (in terms of their skills, knowledge and experience, management style and client care).

Key Performance Indicators: Work under your control and direction: it is expected that, unless contributing significantly to management or having a strong technical bias, a director should be responsible for a client portfolio of at least £250,000 per annum.Chargeable hours: it is expected that, unless contributing significantly to management, a full time director should regularly record at least 900-1,000 chargeable hours per annum.A director would be expected to have under recoveries of