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BPO Associate Director

 

THE ROLE

We are looking for an Associate Director of BPO services to join us at our office in Mayfair (London) and become leaders in the transformation phase of the wider group.

 

The position reports directly to the Associate Director or, in the case of the Associate Director role, to the leadership team.

 

 

The key objectives of the role are:

 

  • Manage and develop own portfolio of clients, including prepare own financial statements, VAT and tax returns, consolidated financial statements, management accounts, regulatory reporting (e.g. FCA) provide support to and liaise with interdepartmental heads (personal tax, payroll, private client/multi-family office advisory, audit etc).

  • Further develop, mentor and manage the teams into more effective and efficient service providers, including planning and monitoring work and resources within agreed budgets.

  • Regularly review work for quality and compliance.

  • Provide technical advice to the team and clients.

  • Lead on developing excellent client service and relationships with clients.

  • Awareness of clients' affairs and opportunities to provide value added services.

  • Build knowledge and awareness of all aspects of the firm's service to help identify opportunities to up sell and cross sell services to clients.

  • Respond quickly to, as well as anticipate client requests/needs, keep clients informed of progress in relation to all aspects of the service provided and maintain regular contact with clients.

  • Recognize and keep the Partner informed about, any new business opportunities for own and other departments arising on existing and new clients.

  • Liaise with HMRC, clients, banks, other professionals.

  • Ensure assignments are completed within agreed budgets and keep all parties informed of overruns.

  • Ensure that the firm’s quality control procedures are adhered to.

  • Identify risk and technical matters, whilst exercising judgement within agreed parameters.

  • Must provide overall compliance and technical support on client matters.

  • Actively participate in bids/proposals for new work.

  • Manage WIP and Billing process.

 

Knowledge, Skills & Qualifications

Essential/Desirable (E/D)

  • At least 15 years’ experience for Associate Director position in a BIG4 Accountancy firm (E)

  • Qualified accountant (FCA/FCCA) (E)

  • Extensive multi-disciplinary management accounting knowledge, corporation tax, FCA and other regulatory reporting experience (E)

  • Excellent level of Microsoft Office Suite (E)

  • Experience of supervising teams (E)

  • IFRS /UK GAAP knowledge (E)

  • Fluent English (E) and at least 1 of the major European languages (Italian, Spanish, French, German, Portuguese) preferably Italian (D)

  • External audit experience (D)

  • Excellent working knowledge of Microsoft Office Suite, Onesource Tax, Sage Tax and IRIS Business Tax

  • Excellent working knowledge of IRIS, SAGE, SAP and XERO accounting packages (E)

Competencies

 

  • Strong entrepreneurial mindset.

  • Outstanding organisational skills.

  • Experience of negotiations and the confidence to challenge where required.

  • Project management experience ideal.

  • A self-starter, adaptable person with problem solving mentality.

  • Confidence to ask questions and/or seek solutions when required.

  • Ability to maintain confidentiality and handle highly sensitive information.

  • Refined interpersonal skills, with the ability to form good working relationships with key clients, investors and other parties including UHNWI, celebrities and peers.

  • Ability to work in a fast-paced international environment.

  • Takes responsibility and accountability for own work.

  • Works in a cooperative, respectful manner with colleagues, and clients.

 

Immediate Start.

 

Remuneration: to attract the very best in class, we exceed industry standard

BPO Senior Manager

THE ROLE

We are looking for a Senior Manager of BPO services to join us at our office in Mayfair (London) and become leaders in the transformation phase of the wider group.

 

The position reports directly to the Associate Director or, in the case of the Associate Director role, to the leadership team.

The key objectives of the role are:

 

  • Manage and develop own portfolio of clients, including prepare own financial statements, VAT and tax returns, consolidated financial statements, management accounts, regulatory reporting (e.g. FCA) provide support to and liaise with interdepartmental heads (personal tax, payroll, private client/multi-family office advisory, audit etc).

  • Further develop, mentor and manage the teams into more effective and efficient service providers, including planning and monitoring work and resources within agreed budgets.

  • Regularly review work for quality and compliance.

  • Provide technical advice to the team and clients.

  • Lead on developing excellent client service and relationships with clients.

  • Awareness of clients' affairs and opportunities to provide value added services.

  • Build knowledge and awareness of all aspects of the firm's service to help identify opportunities to up sell and cross sell services to clients.

  • Respond quickly to, as well as anticipate client requests/needs, keep clients informed of progress in relation to all aspects of the service provided and maintain regular contact with clients.

  • Recognize and keep the Partner informed about, any new business opportunities for own and other departments arising on existing and new clients.

  • Liaise with HMRC, clients, banks, other professionals.

  • Ensure assignments are completed within agreed budgets and keep all parties informed of overruns.

  • Ensure that the firm’s quality control procedures are adhered to.

  • Identify risk and technical matters, whilst exercising judgement within agreed parameters.

  • Must provide overall compliance and technical support on client matters.

  • Actively participate in bids/proposals for new work.

  • Manage WIP and Billing process.

 

Knowledge, Skills & Qualifications

Essential/Desirable (E/D)

 

  • At least 10 years’ experience for Senior Manager position (E)

  • Qualified accountant (FCA/FCCA) (E)

  • Extensive multi-disciplinary management accounting knowledge, corporation tax, FCA and other regulatory reporting experience (E)

  • Excellent level of Microsoft Office Suite (E)

  • Experience of supervising teams (E)

  • IFRS /UK GAAP knowledge (E)

  • Fluent English (E) and at least 1 of the major European languages (Italian, Spanish, French, German, Portuguese) preferably Italian (D)

  • External audit experience (D)

  • Excellent working knowledge of Microsoft Office Suite, Onesource Tax, Sage Tax and IRIS Business Tax

  • Excellent working knowledge of IRIS, SAGE, SAP and XERO accounting packages (E)

Competencies

 

  • Strong entrepreneurial mindset.

  • Outstanding organisational skills.

  • Experience of negotiations and the confidence to challenge where required.

  • Project management experience ideal.

  • A self-starter, adaptable person with problem solving mentality.

  • Confidence to ask questions and/or seek solutions when required.

  • Ability to maintain confidentiality and handle highly sensitive information.

  • Refined interpersonal skills, with the ability to form good working relationships with key clients, investors and other parties including UHNWI, celebrities and peers.

  • Ability to work in a fast-paced international environment.

  • Takes responsibility and accountability for own work.

  • Works in a cooperative, respectful manner with colleagues, and clients.

 

Immediate Start.

 

 Remuneration: to attract the very best in class, we exceed industry standard

ACT London is an Equal Opportunities Employer

Send CVs to: recruitment@act.london

BPO Manager

THE ROLE

We are looking for a Manager of BPO services to join us at our office in Mayfair (London) and become leaders in the transformation phase of the wider group.

 

The position reports directly to the Associate Director or, in the case of the Associate Director role, to the leadership team.

 

 

The key objectives of the role are:

 

  • Manage and develop own portfolio of clients, including prepare own financial statements, VAT and tax returns, consolidated financial statements, management accounts, regulatory reporting (e.g. FCA) provide support to and liaise with interdepartmental heads (personal tax, payroll, private client/multi-family office advisory, audit etc).

  • Further develop, mentor and manage the teams into more effective and efficient service providers, including planning and monitoring work and resources within agreed budgets.

  • Regularly review work for quality and compliance.

  • Provide technical advice to the team and clients.

  • Lead on developing excellent client service and relationships with clients.

  • Awareness of clients' affairs and opportunities to provide value added services.

  • Build knowledge and awareness of all aspects of the firm's service to help identify opportunities to up sell and cross sell services to clients.

  • Respond quickly to, as well as anticipate client requests/needs, keep clients informed of progress in relation to all aspects of the service provided and maintain regular contact with clients.

  • Recognize and keep the Partner informed about, any new business opportunities for own and other departments arising on existing and new clients.

  • Liaise with HMRC, clients, banks, other professionals.

  • Ensure assignments are completed within agreed budgets and keep all parties informed of overruns.

  • Ensure that the firm’s quality control procedures are adhered to.

  • Identify risk and technical matters, whilst exercising judgement within agreed parameters.

  • Must provide overall compliance and technical support on client matters.

  • Actively participate in bids/proposals for new work.

  • Manage WIP and Billing process.

 

Knowledge, Skills & Qualifications

(Essential/Desirable (E/D)

 

  • At least 5 years' experience for Manager position (E)

  • Extensive multi-disciplinary management accounting knowledge, corporation tax, FCA and other regulatory reporting experience (E)

  • Excellent level of Microsoft Office Suite (E)

  • Experience of supervising teams (E)

  • IFRS /UK GAAP knowledge (E)

  • Fluent English (E) and at least 1 of the major European languages (Italian, Spanish, French, German, Portuguese) preferably Italian (D)

  • External audit experience (D)

  • Excellent working knowledge of Microsoft Office Suite, Onesource Tax, Sage Tax and IRIS Business Tax

  • Excellent working knowledge of IRIS, SAGE, SAP and XERO accounting packages (E)


 

Competencies

 

  • Strong entrepreneurial mindset.

  • Outstanding organisational skills.

  • Experience of negotiations and the confidence to challenge where required.

  • Project management experience ideal.

  • A self-starter, adaptable person with problem solving mentality.

  • Confidence to ask questions and/or seek solutions when required.

  • Ability to maintain confidentiality and handle highly sensitive information.

  • Refined interpersonal skills, with the ability to form good working relationships with key clients, investors and other parties including UHNWI, celebrities and peers.

  • Ability to work in a fast-paced international environment.

  • Takes responsibility and accountability for own work.

  • Works in a cooperative, respectful manner with colleagues, and clients.

 

Immediate Start.

 

Remuneration: to attract the very best in class, we exceed industry standard

ACT London is an Equal Opportunities Employer

Send CVs to: recruitment@act.london

Client Relationship Coordinator

THE ROLE

We are looking for a Client Relationship Co-Ordinator able to think out of the box to assist our Private Client Advisory team in Mayfair (London) and become a team player working in co-ordination with the leadership team of the A.C.T. group.

 

The position reports to a Team Manager.

 

The key objectives of the role are:

 

  • Incorporation, domiciliation and management of national and international companies and trusts in line with current national and international legislations

  • Implementation of complex financial transactions and tax structures

  • Providing first point of contact with important and high net worth clients and suppliers

  • Ensuring that the client files up to date and accessible to fellow members of the teams at all times

  • Dealing with new business leads and necessary follow up

  • Management of client bank accounts, performing any required money transfers, payments and related transactions in a number of currencies

  • Providing billing support and debt collection when required as well as regular forecasts and proposals for income collection

  • Support in the drafting of legal documents and letters relating to client transactions

  • Maintenance of basic bookkeeping, bank reconciliation and VAT compliance work

  • Regular contact with banks, solicitors, agents

  • Providing support and research to members of the team

  • Assist in providing overall compliance and administrative support on client matters

  • Assist in bids/proposals for new work

  • Assist in the WIP and Billing process

  • Supporting the Manager in a range of any other duties, as requested on a day to day basis

 

Knowledge, skills & qualifications

 

  • Excellent verbal and written communication skills, with fluency in English

  • Fluency (native language) in at least Spanish, Italian or French

  • Excellent attention to detail and ability to work under pressure on multiple projects to meet deadlines

  • Excellent level of Microsoft Office Suite

  • Minimum 2:1 university degree in Economics, Finance or Law

  • Previous work experience in a Private Client environment, Trust Company or a Multi-Family Office

  • Bookkeeping/Accounting knowledge desirable, as is a legal background (or willingness to obtain a professional qualification such as the ACA, International Tax LLM or Company Secretarial or STEP)

 

Competencies

  • Strong entrepreneurial streak and attitude.

  • Outstanding organisational skills.

  • Street wise with superior negotiation skills and the confidence to challenge where required.

  • Project management experience ideal.

  • A self-starter, adaptable person with problem solving mentality

  • Confidence to ask questions and/or seek solutions when required.

  • Ability to maintain confidentiality and handle highly sensitive information.

  • Refined and polished interpersonal skills, with the ability to form good working relationships with key clients, investors and other parties including UHNWI, celebrities and peers

  • Ability to remain firm yet polite and professional when dealing with difficult issues.

  • Ability to work in a fast paced international environment.

  • Takes responsibility and accountability for own work.

  • Works in a cooperative, respectful manner with colleagues, clients and the wider community

Immediate Start.

Remuneration according to experience with access to performance based incentive scheme payable quarterly depending on level of seniority

ACT London is an Equal Opportunities Employer

Send CVs to: recruitment@act.london

 

Associate Director of Private Client Management

THE ROLE

We are looking for a Senior Team Manager to join the Private Client Advisory and Operations team at our office in Mayfair (London) to lead the operations team in building and maintaining relationships with clients and manage the successful implementation and delivery of projects, while ensuring technical excellence.

 

ASSOCIATE DIRECTOR OF PRIVATE CLIENT MANAGEMENT

PRIVATE CLIENT ADVISORY AND OPERATIONS TEAM

 

The position reports to the COO and Founder of ACT London  

 

The key objectives of the role are:

 

  • Implementation of complex financial transactions and cross-border structures (includes incorporation, domiciliation and management of national and international companies and trusts in line with current national and international legislation

  • Manage, develop and service the needs of the current portfolio of clients, including their national and international companies and trusts in line with current legislation

  • Acting as a first point of contact with important and high net worth clients and suppliers

  • Dealing with new business leads and necessary follow up

  • Management of client bank accounts, signing any required money transfers, payments and related transactions in a number of currencies

  • Drafting of legal documentation and correspondence relating to client transactions

  • Regular contact with banks, solicitors, agents and other professionals

  • Ensuring that the client files are up to date

  • Further develop, mentor and manage the team into more effective and efficient service providers, including planning and monitoring work and resources within agreed budgets

  • Implement relevant sets of KPIs and further develop performance culture

  • Regularly review work for quality and compliance, including responsibility for ownership of FATCA/CRS and KYC on the client portfolio

  • Provide technical advice to the team and clients

  • Consult with colleagues and Senior Management Team on technical and risk matters

  • Build knowledge and awareness of all aspects of the firm's services to help identify opportunities to up sell and cross sell services to clients

  • Manage the work in progress, billing process and credit control on the client portfolio

  • Support marketing and business development initiatives to increase client portfolio and new business

  • Any other duties as required

 

Knowledge, skills & qualifications

Essential/Desirable (E/D)

 

  • At least 7 years work experience in a Trust Company, Multi-Family Office, international Chartered Accountancy firm or equivalent private client tax advisory and compliance environment (E)

  • Fluency in at least 1 of the major European languages (Spanish, Italian, French, German, Portuguese, Russian or Turkish) (E) or Asian languages (Japanese, Mandarin, Cantonese) (D)

  • Qualified solicitor or Chartered Accountant with CTA or STEP, with concrete technical knowledge in international tax, trust, wealth management matters (E)

  • Excellent attention to detail and ability to work under pressure and manage multiple projects to meet deadlines (E)

  • Extensive experience in leading and managing a multi-cultural team (E)

  • Good presentation and networking skills (E)

  • Excellent level of Microsoft Office Suite (E)

 

Competencies

  • Meticulous attention to detail with the ability to work well under pressure in a multi-client environment with conflicting deadlines

  • Results driven, with mature decision making and judgement capabilities  

  • Strong entrepreneurial streak, strong business acumen and analytical mind

  • Refined interpersonal skills, with the ability to form good working relationships with staff, key clients, investors and other parties including UHNWI, celebrities and peers

  • Charismatic and approachable

  • Disciplined with outstanding management, planning and organisational skills

  • Ability to work in a fast paced international environment

  • Take responsibility and accountability for team’s work

  • Work in a co-operative, respectful manner with colleagues, clients and the wider community

 

Immediate Start.

Remuneration according to experience with access to performance based incentive scheme payable quarterly depending on level of seniority

ACT London is an Equal Opportunities Employer

Send CVs to: recruitment@act.london

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