Maintains ongoing relationships with tax clients in the manager's portfolio
Builds relationships with other functions and network offices, as well as lawyers investment managers and other relevant external contact network
Co-ordinates with other offices in a multi-office engagement, and reviews inputs received from such offices such that the overall deliverable can be provided to senior management for review in a timely manner
Is aware of and ensures that risk processes are adhered to at all times; consults internally and with the risk team for engagement and or client processes that deviate from the standard
Ensures that practice management is up-to-date at all times including prompt submission of timesheets, client files, billing, collection, WIP review, payouts to other offices, multi-firm engagement documentation and closure of engagements on the system
Assists in recruitment, on-boarding, mentoring of junior team members
Actively manages teams, including effective delegation, review of work, training on the job and constructive regular feedback
Co-ordinates with the Partner / Director group on client as well as team issues
Undertakes performance manager role for team members reporting, ensures that the performance management cycle is completed effectively and in a timely manner
Participates in developing formal training plans and implementation of the training plan for team members
Acts as a mentor for team members, offers guidance and counseling as required
Communicates regularly with the partner / director on client, people, risk and practice management aspects and seeks inputs on all key decisions and issues
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