Accounts & Advisory Manager
Accounts & Advisory Manager
Stratford-upon-Avon
Salary Range: £55,000 - £70,000 (DOE)
ButlerRose practice is delighted to be supporting of our clients who's an independent firm and they are looking for an ambitious individual to help drive the future of their accounts and advisory team. You will be working as part of a wider private client team, they work with a variety of rural enterprises to include landed estates, farms and rural businesses, and equine and bloodstock.
Key Responsibilities:
* Client Service & Portfolio management: Manage a portfolio of rural clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the firms Charter.
* Technical Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance. Specific technical knowledge required is outlined below.
* Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
* Operational Efficiency & Workflow Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
* Business Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firms profile
* Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best?practice and technology projects.
Personal Requirements:
* Core advisory areas may include, but are not limited to: Accountancy Standards (UK GAAP, FRS105, FRS102 1A), Income Tax, VAT, Inheritance Tax, Capital Gains Tax, Trusts and Estates and HMRC Investigations.
* Qualified accountant (ACA or ACCA) and/or tax adviser (CTA) with exposure to a varied client base.
* Strong interpersonal skills are required in addition to strong oral and written communication skills.
* A keen and insightful appreciation of the issues facing rural clients and an ability to deliver bespoke tax solutions to meet their needs.
* An ability to work as part of a team as well as on their own initiative.
* High level of analytical skills and a commercial approach to resolving issues and providing advice.
* Focused: Building solid positive professional and personal client relationships by providing excellent client service.
* Teamwork: Valuing and working with each other with mutual respect in a positive, collaborative and approachable environment.
* Integrity: Doing the right thing. We are trustworthy, honest and comply with professional and ethical standards.
* Enthusiastic: Being the best and enjoying what we do. We celebrate success, inspire others and are fully engaged.
* Progressive: Making a difference and challenging the status quo. We challenge what we do and how we do it, ensuring our clients receive the latest and best possible advice or services.
This is an outstanding opportunity for the right individual to join this firm of choice.
Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.
This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]
#IND-HL-25
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Accounts & Advisory Manager
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