Tax Advisor & Relationship Manager
Annual Salary £50-70k consisting of:
1. Basic Salary: £30-45k (depending on experience)
2. On Target Earnings: £20-25k OTE (paid quarterly, and cumulatively - if you miss your bonus one quarter you can make it back through the year)
Tax Advisor & Relationship Manager
Diagnostax is a fast-growing profitable fin-tech tax consultancy. We are committed to upskilling the right candidate with an invaluable blend of tax advisory and relationship management expertise, resulting in excellent personal growth and career development prospects.
Association of Tax Technician (ATT) funded qualification over 2-3 years
Closing Date for Applications: Sun 19th June 2022
Who We Are
Diagnostax is an A-Z Tax Advice & Consultancy function for SME Accountants, to attract, diagnose and deliver tax consultancy and advice, to clients transparently and profitably.
Our vision is to get tax advice to those who need it most: SME’s, business owners and their families.
The Diagnostax subscription, is made up of five services:
Software Tax Diagnostics
Tax Advice Services.
You can find out more here.
We work with like-minded business owners who run accountancy firms which have embedded cloud accounting into their business. These businesses are looking to either (1) increase revenue from existing clients (2) attract a larger bracket of client (3) to offer a more extensive tax service (4) systemise their tax services.
Our Values & Team:
We’re really proud of our values because they aren’t something that we just picked out of a hat. They have grown with us over the years:
Be Real, Be Open, Know Yourself
Have Heart, Focus & Believe
Break the Mould & Raise the Bar
Own Time, Like an Entrepreneur
Dance, Have Fun & Enjoy the Process
Your Connection, Your Community
We understand that everyone’s personal values are different. We don’t expect you to be living and breathing ours from the moment you virtually step through the door! But you do need to share and understand our values, and be open and ready to embrace them as they feed into absolutely everything we do.
To find out more about our awesome DTX’ers, click here.
We have a fast changing dynamic atmosphere that will keep you on your toes and challenge you every day.
We have also designed our business around being remote, both internally and with our clients and we wouldn’t have it any other way. But we’re the first to acknowledge it’s not always easy. We’ve worked hard to build a connection to ensure we all feel supported and it’s something we continue to improve as we learn more. Social media is a big part of who we are and how we have built our community.
Duties & Responsibilities
Two core functions, (Tax Advisor and Relationship Manager) supported by Directors, wider commercial and technical teams, and with external CPD:
Tax Advisor: (i) Leading our Tax Panel advisory process, (ii) periodically updating our tax software (iii) and developing and updating new and existing tax assets.
Relationship Manager: Commercial development of existing accountant relationships so they better utilise all five areas within our ecosystem.
Both the above functions require (i) growing your advisor credentials across our client base by taking a digital first approach to customers through social media and (ii) collaborating closely and frequently with our internal customer success, marketing and technical tax teams to further innovate our products.
The Tax Advisor function of your role includes:
Developing an expert product and service understanding of five Diagnostax Ecosystem areas being: Intaxicate, Tax Toolkits, Tax Diagnostics, Tax Advice Services and Tax Panel;
Development of the Tax Panel and its underlying assets – from templates to building relationships with new tax professionals;
Researching, analysing and interpreting changes in UK tax legislation, HMRC guidance.
Periodically updating tax diagnostic software after budgets and other legislative events.
Producing and developing new tax related assets such as toolkits and downloads area and for customers to utilise
Providing internal guidance to non-tax qualified team members.
The Relationship Manager function of your role includes:
Creating more value for accountancy customers by reviewing their desired business outcomes, and building a plan with appropriately identified objectives, stakeholders, milestones, risks and metrics needed to achieve them
Proactively meeting current Diagnostax Ecosystem subscription customers (99% of the time over Zoom) for 4 sessions per year to review performance to date, advocate and help them access and implement more value from the Diagnostax Ecosystem products and services
Strengthening accountancy client relationships by enhancing product, service and customer knowledge take up;
Proactively identifying refinements to improve the delivery of current services to Diagnostax Ecosystem customers.
Your qualifications and experience:
Minimum ATT qualified. Part qualified CTA candidates welcome.
Minimum 3Bs or above at A level (or equivalent)
Tax experience – minimum 2 years + consultancy led experience across the various taxes gained from industry or practice
Ability to work with software and other IT areas like Excel
Experience of working closely with accountants is desired but not essential
What you will bring to the Diagnostax team:
It might look like we’ve got pretty high expectations but we simply believe in being the absolute best versions of ourselves for each other, our customers and everyone around us. Here’s a few things we are looking for:
An obsession with listening to people's needs
A hunger for learning and solving problems
An entrepreneurial mindset wanting to ‘own’ everything you do, always innovating
An inner desire to push beyond your comfort zone in order to grow and progress
A passion for what you do that motivates those around you
A reliable and excellent work ethic, with a keen eye for detail
Excellent interpersonal skills - comfortable speaking to new people internally and externally, friendly / approachable
Excellent communication skills – both verbal and written
Excellent numerical skills and a keen eye for detail
Experience in any area of legal or financial services is preferred
Demonstrate you can academically learn to a high standard
Demonstrate you have a high level of emotional intelligence
Demonstrate you thrive and enjoy the pressure that comes with working with clients
Demonstrate you can work with experts in professional services
If you don’t tick all the boxes above, please don’t rule yourself out, as we all learn and grow. You do need to have ticked most boxes though and want to upskill on the others.
What you can expect from us:
An energetic community that cares and shares your attitudes and interests.
Ownership of your time, it’s the most precious thing we have, and we want you to feel in control of yours. Complete flexibility because work life balance doesn’t cut it anymore, life comes first.
Real time together every quarter, to focus on building the business and connecting as a team.
Here’s some benefits you can expect from us:
20 days holiday plus bank holidays (holidays will increase over service)
Annual personal development plans in line with business strategy
A range of wellbeing initiatives such as wellbeing days and time off for charitable work
Company matched pension of up to 6% of basic salary pay
AXA PPP private healthcare for you (and option to pay for your family to join at a discounted rate)
Annual external CPD budget
Working from home allowance
Ad hoc tax free benefits for special occasions
Company provided mobile phone (with personal use) and laptop
What you need to know
Director team and all DTX’ers across the business.
Full time – flexible working - you can work anywhere at any time (inc weekends) - subject to core hours on Mon-Fri for internal and external calls/meetings/collaboration
Remote, home working with option to work in co-working spaces for solo working, team collaborations and catch ups.
Our team is mostly North West England based with monthly in person meet ups (more regularly during probation period).
Also, ad hoc onsite visits to clients and partners and ad hoc attendance at industry events.