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Manager - Business Services

Job Title: Manager - Business Services
Contract Type: Permanent
Location: Trowbridge
Industry:
Reference: TRBSM
Contact Name: Jess Powell
Contact Email: jess.powell@monahans.co.uk
Job Published: October 10, 2019 11:56

Job Description

Role Purpose

Management of a comprehensive, client focussed service, supporting the organisation to achieve the goals as laid out in the business plan.

Role Dimensions

Reports to:           Client Portfolio Manager

Budgets:               Personal and department chargeable time budget

Direct Reports:   None

Location:               Trowbridge plus travel to other offices and client premises as required

Role and Responsibilities

  • Management of a portfolio of clients, sole traders, partnerships and limited companies dealing with specific queries or problems

  • Assisting with project work as required

  • Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods.

  • Delegating client compliance work as appropriate, ensuring that employees have the appropriate skills and knowledge to complete the tasks. Provide guidance and direction as required, holding planning meetings involving all parties as necessary

  • Reviewing work carried out discussing any lessons learned/ideas for the future with partner and employee

  • Completing more complex accounts work for clients as required by the Client Portfolio Manager, where it is not appropriate for the activities to be completed in the compliance centre

  • Ensuring that all budgets and timescales are met by employees and that they consistently provide an acceptable level of service

  • Supporting the development of the business by being proactive in identifying opportunities for the provision of additional services

  • Providing direction, counselling, coaching, feedback and support to more junior employees

  • Where appropriate, reviewing the work carried out by the compliance centre staff, checking this for accuracy, quality and feeding back.

  • Providing feedback to partners on team or business activities to ensure that they are fully aware of any issues

Business Development

Supporting the development of the business by;

  • Identifying opportunities for obtaining new work with clients, linking MHA Monahans’ products and services to client needs

  • Attending potential client meetings because of telesales activity or enquiries into the office

  • Generating and following through activity regarding new ideas and approaches to client concerns or issues

Person Specification

Education & Qualifications

  • Qualified ACA/ACCA or qualified by experience

Experience & Knowledge

  • 5 years’ practice experience, ideally with 5 years PQE

  • Wide range of general practice experience for owner managed businesses including personal tax

  • Experience of managing a team

Skills & Abilities

  • Effective communication skills, written and verbal

  • Good customer care skills

  • Excellent prioritisation and time management skills

  • Able to work in an organised manner to strict deadlines – planning, diary management, department systems set-up and maintenance

  • Excellent influencing skills both on an internal and client-facing basis

Disposition & Attitude

  • Positive and outgoing

  • Self-sufficient when necessary

  • Pro-active and willing to take responsibility for own areas of work - not waiting to be asked to undertake key responsibilities

  • Tact and diplomacy – able to explain issues to colleagues, partners and clients

  • Organised, methodical and detail conscious

  • Self-confident and able to demonstrate effective use of personal judgement

  • Flexibility – able to deal with changing priorities, deadlines and circumstances, willing to work with others

  • Discreet and confidential – able to stand their ground where necessary regarding queries from others

  • Creative – ideas to assist in meeting client expectations

  • Demonstrates personal effectiveness and seeks out development opportunities when appropriate

Personal Circumstances

  • Mobility across MHA Monahans offices and client sites

  • Ability to work outside of normal office hours to meet client expectations

  • Expected to participate in networking and business development events outside of working hours