Clients and Markets Insights Manager - Tax

Clients and Markets Insights Manager - Tax

Ideas | People | Trust

We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world.

We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.

Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you’ll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You’ll be rewarded with a great work-life balance and a career with real purpose.

The Clients and Markets Analyst for Tax will sit in the Tax Marketing team, a function within BDO's Marketing, Sales and Clients team, covering all aspects of professional services marketing, sales support and business development for the stream. You will support the Head of Tax Marketing with the analytic analysis needed to make business decisions and support the team in segmentation/pipeline and MI work.

In this role you’ll:

1. Study market conditions, planned legislation changes and current sales activity to make recommendations for future marketing activity.
2. Analyze qualitative data, trends, strategies, and competition aiming at increasing competitiveness.
3. Research, compile data, conduct analysis and write and deliver content to support clients & markets initiatives.
4. Support and work with Head of Tax Marketing & BD, Strategic Senior Projects Manager and the Tax Marketing Directorate to complete research and data analysis requests via engagement with primary and secondary data sources.
5. Compile reports from internal and external data products and sources to provide the business with commercial and strategic insights and recommendations based on client shape and market opportunity.
6. Support the business with data collection, analysis and reporting on market, competitor and company research to inform business planning and targeting strategies.
7. Work on the presentation of data through charts, graphs and tables, but also in exploring innovative new ways to communicate trends and tell data stories.
8. Identify new, valuable data sources or fresh insights derived from existing sources and bringing them into the focus of the Tax Marketing team and Tax Markets Directorate.
9. Keep up to date on industry news and innovations in our core sectors, contributing ideas which could help us in continuing to lead our markets.
10. Field appropriate ad hoc research enquiries to help staff best identify how to complete their proposed research task.
11. Utilise and liaise with our outsourced research providers, Brook Intelligence, as necessary to help research delivery and build a close working relationship with the internal national research team.

You’ll be someone with:

1. Proven experience in marketing or research related field.
2. Proven experience in a professional services, research consultancy, legal or financial services environment with a proven ability to create high quality deliverables, which will provide a deeper understanding of the firm’s client base, competition and market.
3. A Bachelor's degree in Marketing or Statistics along with demonstrable experience in market analyst / research positions.
4. Secure analytical and numerical skills, comfortable working with quantitative data and a desire to problem solve.
5. Excellent Excel skills and the ability to quickly extract and comprehend key data insights from large data sets.
6. Sound data skills with more advanced statistical knowledge or understanding of business metrics.
7. Excellent written skills with the ability to distil key findings from data and latest trends into easily digestible written reports.
8. A prior knowledge of data products such as FAME, ORBIS, Factiva, mergermarket, IBISWorld would be advantageous, but an enthusiasm for learning how to work with and maximise the value of data products.
9. The ability to present data findings in Excel, Word or PowerPoint in a clear and digestible way alongside written analysis.
10. The ability to extract insights from survey results and understand how to structure survey questions to target maximum insight return.
11. Excellent rapport building skills with senior stakeholders and an appetite for delivering quality insights to the partnership.
12. The ability to be robust with stakeholders and deliver strong business cases.
13. A fundamental understanding of some of our core markets (including, but not limited to, private equity, TMT, Retail, public companies etc.).
14. An interest in and a willingness to take on a deep understanding of a wide range of markets, sectors and regions.
15. The ability to work well within a research team or equivalent environment, to quickly digest and understand requirements, manage resource and action delivery.
16. Knowledge of PowerBi (desirable) and knowledge of working with CRM systems.

You’ll be able to be yourself; we’ll recognise and value you for who you are and celebrate and reward your contributions to the business. We’re committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand.

At BDO, we’ll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development.

We’re in it together. Mutual support and respect is one of BDO’s core values and we’re proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we’ll support you at every stage in your career, whatever your personal and professional needs.

Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you’ll always have access to the people and resources you need to do your best work.

We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we’ve invested in state-of-the-art collaboration spaces in our offices. BDO’s people represent a wealth of knowledge and expertise, and we’ll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you’ll never stop learning at BDO.

We’re looking forward to the future. At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy.

Our success is powered by our people, which is why we’re always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions.

We’ve got a clear purpose, and we’re confident in our future, because we’re adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.