Sector: Private Client

Marketing Coordinator

The Role and Responsibilities

To provide support to haysmacintyre across a range of marketing and business development disciplines. This is an excellent opportunity to join a busy, professional and highly regarded team in a role that offers exposure to a wide range of marketing and business development activities and, as such, a solid foundation for someone seeking to develop a career in professional services marketing. The role requires someone with good project management, coordination and prioritisation skills.

Business Development

• End-to-end bid management: undertaking fact finding calls with prospective clients, preparation of bid documents, creating InDesign and PowerPoint templates, presentation rehearsals
• Support campaigns through business research
• Analysing tender outcomes and producing monthly statistics

Internal Communications
• Compiling a weekly summary of marketing updates
• Intranet management and updates for the marketing and business development team page

External Communications
• Provide support to managers in the preparation and distribution of insights, articles, publications and event invitations to clients, targets and our internal audience

Events
• Fully responsible for the delivery of selected events for the corporate and not for profit sectors and selected firmwide events
• End-to-end event management and co-ordination including coordinating invitee and reply lists, issuing a communication suite via e-comms or hardcopy, preparing name badges, producing and collating delegate packs, reviewing feedback, on the day support and issuing internal communications
• Support on larger events e.g. corporate hospitality receptions
• Support with external coordination of exhibitions and conferences
• Assist with website bookings and payments for paid for events

Marketing Information Management
• Practice Engine superuser and data cleanse management

Key Initiatives
• Bid production
• Events support for corporate and not for profit events, including third-party event support
• Communications support
• CSR programme

Other Duties
• Press coverage posts via all marketing channels
• Administrative support

The Candidate

Work-Based Competencies
• Marketing and/or events coordination experience essential
• Previous bid experience is advantageous, but not essential
• Highly organized, used to prioritising workload and working to deadlines
• Proven writing skills – in web content/advertising/direct mail
• Strong proofreading/editing skills is essential
A good level of IT skills is required, including:
• Microsoft Office suite – particularly Outlook, Word, Excel and PowerPoint
• Social media – Twitter, LinkedIn
• Desirable, but not essential (training will be provided):
o Adobe Creative Cloud, particularly InDesign
o Relational databases and/or CRM systems
o Web authoring and content management tools (WordPress)

Behavioural competencies
Communication skills will be critical, including:
• Confidence: professional, articulate and able to communicate with all levels externally and internally
• Resilient, persistent, persuasive and assertive
• Ability to build good relationships within Marketing team and Office Services team to ensure events are delivered efficiently
• Ability to effectively time-manage multiple competing deadlines and stakeholders.

You will also be:
• A reliable team player liaising with all departments within the firm
• Good at building effective relationships with colleagues and partners
• Flexible on working hours in order to support the firm’s events (the firm operates a TOIL/overtime policy.)
• Proactive
• Keen to develop business development, marketing and events experience

Support Analyst

Duties and Responsibilities

  • Be the first point of contact to provide 1st, 2nd technical support for the Service Desk
  • Provide cover to the business from 08:00 – 18:00 on a shift basis
  • Accurately record all details of calls (via telephone or email) on the Service Desk application and pro-actively manage the call queue on a regular basis
  • Maintain a high degree of customer service for all support queries and adhere to all service management principles
  • Take ownership of user problems and be proactive when dealing with user issues
  • Update and maintain the IT asset database whilst ensuring a high degree of accuracy
  • Support the firm’s laptop environment with Windows 10 and Office 365
  • Application support of key business applications
  • Providing remote assistance to support staff and partners working away from the office
  • Provide support for the cloud hosted Teams telephony and collaborative system
  • Configure, deploy and support the firm’s fleet of mobile devices and printers
  • Support new and existing users in the use of the firm’s IT system by providing necessary training and advice including induction training for new staff
  • Configure and deploy desktop PCs, laptops in line with departmental deployment / moves & changes processes
  • Follow and maintain departmental procedures, such as the starter & leaver process
  • Work with the Systems Administrator \ IT Service Delivery Manager on complex problems
  • Assist the IT team with the implementation of new projects

 

Required Skills

  • 2-3 years’ experience working within a 1st/2nd line Service Desk support role
  • Knowledge of Active Directory Users and Computers
  • Knowledge of Windows 10
  • Knowledge and experience with Office 365
  • Excellent communications skills, both verbal and written

 

Preferred skills and qualifications

  • Strong networking and troubleshooting experience
  • ITIL Foundation

Trusts Senior

General Summary

You will be a member of an established team.  Primarily you will be responsible for the accounting, tax and administration of a portfolio of clients. You will need to be familiar with tax and accounting issues of trusts, estates and charities to ensure compliance. You will also need to be client facing, show willingness to work as part of a team and be able to meet deadlines.

You will be ambitious to develop your technical skills and foster good relationships with clients.

 

Key Responsibilities

  • Manage a portfolio of trusts and estate clients to ensure that agreed timetables are being adhered to
  • Maintain accounting records for UK Trust and Estates
  • Responsible for all client and professional correspondence (written and telephone) e.g. HMRC, brokers, banks and lawyers ensuring highest professional standards are met
  • Prepare management accounts for clients when required
  • Prepare annual trust and estate accounts
  • Computation of taxes for all types of trust and estates including income tax, inheritance tax and capital gains tax
  • Completion and submission of income tax and inheritance tax returns
  • Review accounts and tax returns prepared by junior staff and advise on areas for improvement and problems encountered
  • Assist members of the team with advisory projects, including in the wider private client team
  • Delegate effectively to junior staff minimising the chargeable hours spent on routine return preparation without sacrificing standards
  • Attend client meetings and prepare documentation before and after, including minutes of meetings

 

Essential Job Functions

  • Good understanding of the taxation and other compliance requirements for UK and offshore trusts and UK charities
  • Works independently to manage day-to-day activities and is accountable for work produced
  • Plans tasks effectively and monitors assignment /case budget and timelines, advising manager and client of progress (as appropriate)
  • Managing own workload to ensure deadlines are met with accuracy

 

Person Specification 

Worked Based Competencies

  • Professional services or partnership environment in a similar role would be ideal
  • A good level of IT skills required, including knowledge of CCH and trust accounts, MS Office applications
  • One or more of ACCA, STEP or CTA qualifications should have been obtained or are being studied for

Behavioural Competencies

Excellent communications skills essential, being able to communicate with all levels externally and internally

You will also be:

  • A team player
  • Good at building effective relationships with colleagues and partners
  • Strong interpersonal skills with the ability to relate well with clients

Corporate and Private Client eNews

Posted on by Anna King

The latest edition of our Corporate and Private Client eNews is now available and covers the following topics:

  • haysmacintyre’s new Managing Partner
  • Government pulls plug on PiCG
  • Property register progresses
  • Digital reporting delayed by a year
  • IOD looks to improve innovation
  • Government delays minimum tax rate
  • FRC updates Strategic Report guidance
  • And finally… low MTD awareness

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

 

Private Client Briefing Spring 2022

Posted on by Louis Bullen

We again find ourselves in challenging and uncertain times. Economic uncertainty and increases to the cost of living are coupled with increases to the rates of National Insurance and income tax on dividends.

Alongside these tax increases, we continue to see increased enquiry activity from HM Revenue & Customs (HMRC) and confirmation of fundamental changes to the tax system in less than two years with the introduction of Making Tax Digital for Income Tax.

Please do not hesitate to contact me or any of the Team, if we can assist you in any way.

haysmacintyre appoints Natasha Frangos as first female Managing Partner

Posted on by Katie Hiddleston

Taking over the role from Jeremy Beard, who has led the firm for the past three years, Natasha’s appointment sees her become the first female Managing Partner of haysmacintyre – one of only a few Top 30 accountancy firms which currently have a woman in this position. Having been a Partner for 13 years, Natasha currently sits on haysmacintyre’s Management Board as the firm’s Head of Corporate, a role she has held since 2019. Previously, she held the position of Head of Creative, Media and Technology for nine years.

Natasha joined haysmacintyre as a trainee in September 2000 and has since become a champion of development and diversity within the firm, from acting as a mentor to many of her colleagues to driving an expansion of the firm’s maternity policy to include Partners. Natasha’s appointment demonstrates haysmacintyre’s inward talent investment strategy, further underlined by 54% of current Partners having qualified at the firm.

Commenting on her appointment, Natasha Frangos said:

“I’m thrilled to be taking on the Managing Partner role at haysmacintyre to lead the firm into its next stage of growth. Jeremy’s leadership has helped the firm mitigate a tumultuous three years, and his resolve has undoubtedly put haysmacintyre in a strong position for the future.

Having previously held a range of management positions, I am looking forward to building upon the robust foundations established by Jeremy to continue to enhance our market leading and forward-thinking firm so that we can flourish sustainably and develop our people to the best of their ability.

In alignment with our strategy, my key focus areas are attracting, developing and retaining talent, the continuous development of our Partners, along with delivering initiatives that will increase efficiencies and profitability and help us adapt to the evolving landscape we now face, ensuring we remain continuously relevant and enticing to our clients.”

Jeremy Beard added:

“I am delighted that Natasha has been appointed as Managing Partner of haysmacintyre. Her appointment demonstrates the Firm’s commitment over many years to developing and promoting the next generation of leaders.

 Leading the firm over the past three years has been an incredibly rewarding experience and a real privilege, and I am proud to now be passing on the baton to Natasha. I have no doubt that Natasha will drive the firm forward with great skill, enthusiasm and commitment and I look forward to seeing her build upon her successes as she leads haysmacintyre into the next stage of growth.”

Corporate and Private Client eNews

Posted on by Anna King

The latest edition of our Corporate and Private Client eNews is now available and covers the following topics:

  • Government to overhaul audit market
  • HMRC pauses on some R&D repayments
  • FRC reports on discounting
  • Share sale proceeds under scrutiny
  • CCAB updates money laundering guidance
  • HMRC target umbrella company fraud
  • IFRS 17 adopted by UKEB
  • Fraudulent SDLT claim
  • No changes to FRS 101
  • FCA looks to improve UK listing attractiveness
  • FRC illustrates good practice
  • And finally… cessation of interactive P11Ds

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

 

Tax Return Aide Memoire 2022

Posted on by Sara McKenzie

Your haysmacintyre team is ready to prepare your 2021-22 tax return, and hope that this aide memoire will assist you in collating the required information and documents.

Please get in touch by the following dates should you require support:

  • By 30 June if you wish us to check your 31 July 2022 payment on account; and
  • By 31 October at the very latest, to be sure of meeting the filing deadline

If you are due a repayment from HMRC: the sooner you submit your return, the sooner you’ll receive your repayment.

Whilst writing, a reminder that Making Tax Digital for Income Tax will apply to the self-employed and those with rental income, in just two years’ time. From April 2024, real time, digital tax records will be required.

Please do not hesitate to contact us if you have any queries, or if we can assist in any way.

Corporate and Private Client eNews

Posted on by Anna King

The latest edition of our Corporate and Private Client eNews is now available and covers the following topics:

  • Points mean penalties
  • Accountants to be banned form Russian work
  • Increase in tax interest charge
  • Capital allowance regime under review
  • Penalties on non-resident tax promoters
  • You are not alone
  • RJA pushes for rates reform
  • FRC Lab’s report on the supply chain
  • TPR targeting suspects
  • Audit reform confirmed
  • Moscow Stock Exchange loses status
  • and finally… quick on the filing

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

 

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.

Get in touch