Tax advisor jobs in WallingtonCreate job alerts

Job title: Associate Director: Accounts Reporting to: Director/ Regional Head Hours: Full time Mon-Fri 9am-5.30pm (37.5 hours per week) Location: Orpington / Sidcup or Sutton office Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ (___) which saw the coming together of LB Group and six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm. With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Leigh on Sea, Orpington, Sidcup, and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning. We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice. Purpose of the role: As an Associate Director within our expanding Accounts service line you will lead a high-value client portfolio, delivering strategic, compliant, and commercially successful services. You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value. Internally, you will oversee and mentor Managers and Senior Managers, role model the firm’s values, and contribute to service line strategy, operational projects, and change initiatives. You’ll take ownership of process improvements, risk management, and cross-location collaboration, while supporting the Director or Service Line Head in achieving team and firm-wide objectives. You will be supported in your role with line management and leadership training as well as CPD access via Tolley’s, Croner-i, Mercia and LinkedIn Learning as required. Together with your line manager you will craft a development plan that sees you succeed in your role and plan for the next step should you wish to take it. Accountabilities: Client and Portfolio Leadership • Lead service delivery for a portfolio of high-value or technically complex clients, ensuring timely, high-quality, and compliant output., • Act as a trusted advisor to clients, providing strategic, commercially sound advice and proactively identifying opportunities to add value., • Maintain strong client relationships through regular contact, effective communication, and a deep understanding of client needs. Commercial and Financial Management • Monitor WIP, billing, and recovery rates across your portfolio, taking proactive action to maximise profitability and manage overruns or scope creep., • Meet targets for billable hours, utilisation, and portfolio profitability, ensuring jobs are delivered within agreed budgets and timeframes., • Contribute to fee discussions, service scoping, and pricing strategy in collaboration with Directors and Partners. Strategic and Operational Contribution • Contribute insights to the development of service line and group strategy, particularly in any areas of specialism or market knowledge., • Support Directors and Service Line Leaders (SLLs) on strategic initiatives and internal planning projects., • Take ownership of service line projects, driving outcomes that support operational efficiency, quality, or growth., • Stay informed on market trends, competitor activity, and emerging client needs to inform service line positioning. People Leadership and Culture • Provide ongoing guidance and structured development opportunities to junior team members, particularly Managers and Senior Managers., • Act as a role model for firm values and behaviours, fostering a culture of collaboration, accountability, and continuous improvement., • Conduct or support performance appraisals, 1:1s, and feedback processes to drive individual and team growth., • Champion diversity and inclusion within the team, promoting open, honest, and two-way communication across locations. Process Improvement and Change • Identify and lead process improvements that enhance service efficiency, quality, or client experience., • Support the adoption and implementation of new technology or systems, advocating for smarter ways of working., • Embrace and help deliver change projects within the service line or wider group. Risk Management and Compliance • Ensure all services are delivered in line with firm quality standards, ethical policies, and regulatory requirements., • Manage risks associated with client engagements, including reputational, legal, and compliance risks., • Proactively identify and escalate internal risk incidents or concerns in line with firm protocols. Business Development and External Profile • Support Directors and SLLs with business development activities including proposals, pitches, and client onboarding., • Identify and act on cross-selling or upselling opportunities within your client portfolio., • Represent the firm at industry events, networking opportunities, and speaking engagements, contributing to the firm's public profile. Professional skills/qualifications: • ACA, ACCA or equivalent qualification (fully qualified with significant post-qualification experience), • Typically 10+ years in practice with demonstrable experience managing large or complex clients, • Expert technical knowledge of UK GAAP (FRS 102), Companies Act, and tax principles, • Track record in commercial portfolio management, WIP/billing oversight, and client retention, • Strong leadership and coaching skills, including mentoring Managers and future leaders, • Strategic thinker with the ability to contribute to business planning and change initiatives, • High-level communication and interpersonal skills, with credibility to represent the firm. Core Benefits: At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits: • 27 days holiday (FTE) plus Bank Holidays (Sept-Aug)., • Auto enrolment Pension Scheme with True Potential, • Death in Service, • Professional membership support, • Paycare – claim money back for Dental / Optical / Professional Therapies, • Agile/Hybrid Working Policy, • Dress for your Diary Policy Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested. Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

Job Title: Private Client Fee Earner Location: Epsom Reports to: Michael Calfe and Matthew Bell Department: Private Client Personal Attributes: A proactive approach to team development and client care. High level of integrity, professionalism, and ethical standards. Excellent organisational and time-management skills to handle a busy and varied workload. Ability to work under pressure, managing multiple priorities and meeting deadlines. A client-oriented mindset, with a strong desire to build and maintain high-quality client relationships. Key Responsibilities: Client Relationship Management: Manage and grow a portfolio of individuals, offering tailored legal advice and services. Advise clients on a wide range of matters, including estate planning, trusts, tax planning, succession planning, wills, and probate. Build and maintain long-term relationships with clients, becoming their trusted advisor on personal legal matters. Act as the main point of contact for clients, ensuring their needs are met and their expectations exceeded. Business Development and Marketing: Develop strategies for attracting new private client business, both from new clients and referrals. Represent the firm at networking events, conferences, and seminars to raise the firms profile and attract potential clients. Build strong relationships with external professionals, such as accountants, financial advisors, and tax specialists, to provide integrated services to clients. Contribute to the marketing and business development efforts of the firm by writing articles, hosting events, or engaging in client-facing initiatives . Legal Expertise and Service Delivery: Provide expert legal advice on a broad spectrum of private client issues, including estate and succession planning, tax planning, trust formation, and administration. Supervise the drafting of complex wills, trusts, powers of attorney, and other legal documents. Oversee the administration of estates, including probate matters, and ensure compliance with relevant laws and regulations. Keep up-to-date with changes in legislation, tax rules, and legal trends that affect private client services. Risk and Compliance: Ensure that the private client team complies with all legal and regulatory requirements, including anti-money laundering (AML), know-your-client (KYC), and data protection laws. Manage risk within the department, ensuring that all matters are handled with due diligence and in line with the firms risk management framework. Conduct regular reviews of ongoing matters to ensure they comply with legal and regulatory standards. Financial Management: Oversee the financial performance of the private client department, including billing and pricing strategies. Ensure that services are delivered efficiently, optimising fee structures and cost management. Monitor and manage the profitability of client relationships, ensuring that work is billed accurately and promptly. Client Advocacy and Representation: Represent clients in disputes or negotiations relating to their private matters, including disputes over estates, trusts, or family wealth. Advise on litigation or contentious issues, particularly in relation to representing the firm itself, collaborating with other departments in the firm when needed. Skills and Qualifications: Education: Qualified solicitor (law degree or equivalent) and member of the relevant professional body (e.g., Solicitors Regulation Authority (SRA). Experience: 4 PQE in private client law, including expertise in estate planning, tax, trust administration, and wills and probate. Leadership: Proven experience within a private client team, with strong people skills. Client-Focused: Strong interpersonal skills and a track record of building and maintaining long-term client relationships. Technical Expertise: In-depth knowledge of tax planning, estate administration, wills, and trusts law, with a detailed understanding of relevant regulations. Business Acumen: Experience in business development, client acquisition, and marketing within a legal practice. Regulatory Knowledge: A strong understanding of compliance and regulatory frameworks in relation to private client matters (AML, KYC, GDPR). Communication: Excellent written and verbal communication skills, with the ability to present complex legal concepts in a clear, concise manner to clients.