Marketing Manager – Services

Marketing

  • End to end management for in-person, virtual and hybrid events
  • Research, negotiate and manage key sponsorships
    • Leverage key sponsorships which provide access to our target markets
    • Leverage events to create opportunities for relationship development/sales dialogue
    • Alongside the Marketing Managers and Head of Marketing and Business Development, create an evaluation matrix for sponsorships and apply for all relevant sponsorships
  • Responsible for the management of target lists. Ensure information is up to date with a clear action plan in place.
  • Marketing representative for service line meetings
  • Pitch relevant and topical themes for the events and communication schedule
  • Liaise with the Marketing team to ensure communications and events are executed to plan
  • Produce ROI reports for all events and communications, which are aligned to the strategy
  • Working with the Marketing Managers and Head of Marketing and Business Development, map out BD plans for the financial year
  • Budget management including an assessment of cost vs. benefit of all activity to ensure that resources are used in an efficient and effective manner
  • Supporting the Head of Marketing and Business Development on the overall marketing strategy.

Projects

  • Responsible for the service line client care programme
  • Campaign management:
    • End-to-end management of campaigns, including planning, preparations, launch and close
    • Budget management
    • Reporting on results and ROI
  • Management of the service lines key account programme
    • Working with the Head of Marketing and Business Development, implementation a plan to target the department’s key clients. Identify which are the most appropriate clients for growth and cross selling opportunities.

Bids

  • Evaluate the commercial viability of service line bid opportunities and make justified recommendations as to whether opportunities should be pursued.

Charity and Not for Profit eNews

The latest edition of our Charity and Not for Profit eNews is now available and covers the following topics:

  • Charities Act 2022: implementation plan
  • Charity Commission guidance on interim managers
  • Charity Commission: be certain in uncertain times
  • Cash couriers: updated message of warning from the charity commission
  • Ukraine crisis: increased risk for charities
  • Annual return 2022

Click the button below to download this week’s edition, or read our previous editions here.

Charity and Not for Profit eNews

The latest edition of our Charity and Not for Profit eNews is now available and covers the following topics:

  • Ukraine fundraising appeals
  • Improving data
  • The Charity Commission’s safeguarding videos
  • Cyber threat
  • HMRC tax investigations
  • The Chancellor’s Spring Statement
  • The Economic Crime Act
  • Money laundering
  • Small Charities Coalition closure
  • Red Nose Day

Click the button below to download this week’s edition, or read our previous editions here.

Schools Briefing – Spring 2022

As we appear to be emerging from the worst of the pandemic’s restrictions, schools are once again looking to generate more income and so I consider it timely to address this topic in this publication. Additionally, schools are pushing forwards with their building programmes and so I’m pleased that Ramzan Khan has summarised the VAT implications of such expenditure. We plan to continue this theme in our next publication with a case study of a client’s school building project. Continuing with taxes, Jamie Whale addresses the impact of withholding taxes on income from overseas, while Nick Bustin provides an update on employment taxes.

On a different note, trustees as well as other investors, are considering the environmental, social and governance (ESG) criteria when making investment decisions and so we welcome Max King’s summary of the different approaches adopted.

As more schools are merging, Vikram Sandhu highlights certain financial implications for consideration and David Sewell reminds us of the recent update to the Charity Governance Code. For those of you not already aware, David retires at the end of March. I am grateful for his support and we all wish him a happy retirement.

I hope you find these articles of interest and do contact the authors if there are any matters which you wish to follow up. Furthermore, do let me know if there are any topics which you would like to see addressed in future publications.

Wishing you all a smooth end to this term and a restful Easter holiday.

Private Client Tax Senior

Essential Job Functions

Duties and responsibilities would include the following:

  • Prepare tax returns – individuals and partnerships
  • Prepare financial accounts for sole traders, barristers and property investors
  • Proactively chase clients and third parties for information to complete returns/accounts
  • Provide tax advice for clients, with assistance when required
  • Identifying marketing opportunities to offer new services to clients
  • Prepare invoices and discuss billing with partners

Work Based Competencies

  • Previous experience of a professional services environment or dealing with HMRC wouldbe essential
  • Working knowledge of core personal tax regime
  • Attention to detail and have good numerical and grammar skills
  • Competent using word, excel and Microsoft outlook
  • Knowledge of CCH and Trust Accounts preferable
  • Willingness to embrace technology to enhance client delivery in preparation for making tax digital
  • A strong academic background is essential including GCSE’s and A-Levels. The candidate may be studying ATT, with a desire to continue studying towards the CTA qualification.
  • Previous portfolio management experience essential

Behavioural Competencies

  • The person will be self-motivated with a flexible approach
  • Team player
  • Ability to work to deadlines
  • Ability to multitask
  • Good communication skills essential, being able to communicate with all levels externally and internally and respond to client needs

Bi-annual independent schools update

This session will cover the following:

  • ‘Sweating your assets’: considering excess assets, maximising income from facilities hire and exploring other potential opportunities
  • Direct tax implications of alternative income generation, including when a trading subsidiary might be required
  • Health and Social Care Levy including the impact of changes to National Insurance thresholds
  • Pension salary exchange and year-end reporting reminders

Business Tax Manager

The Role

Duties and responsibilities would include the following:

  • Managing the corporation tax compliance process for a portfolio of corporate clients including both standalone clients and groups;
  • Tax advisory to partners and clients including:
  • -Structures – company, LLP, etc.;
  • -Restructuring;
  • -Research and development tax relief;
  • -Group tax planning;
  • -International matters;
  • -Venture capital tax reliefs;
  • -Share schemes and valuations;
  • -Corporate and property acquisitions and disposals; and
  • -Tax sections due diligence reports.
  • Identifying tax efficient opportunities for clients and liaising with partners on implementing those opportunities;
  • Responsible for managing billing and work in progress;
  • Team responsibilities including line management for junior staff and assisting in development, training and the appraisal process for sub team staff; and
  • Involvement in business development of the firm including attending networking events and opportunity to join a sector group.

Person Specification

  • Deliver work to a high standard and willingness to provide an excellent client service;
  • Able to demonstrate good client focused skills, ability to work unsupervised, work within a team, influence and negotiate;
  • Excellent communication skills essential, being able to communicate with all levels externally and internally; and
  • Show creativity with desire to identify possible tax opportunities and potential pitfalls.

Work-Based Competencies

  • Has previously managed a client portfolio including groups;
  • Ideally be CTA qualified;
  • Good Microsoft skills, outlook, excel, word; and
  • Alpha tax knowledge preferred.

Get in touch