The Role:
This is a pivotal role, you will have responsibility for a portfolio of clients, you'll have the opportunity to take a lead role in developing the portfolio. You will be responsible for the financial management of the portfolio. You'll need to ensure the staff under your responsibility are mentored, developed, and helped to thrive. Responsibilities include:
- Dealing with the completion / reviewing of annual accounts and tax computations, for a varied portfolio of clients.
- Ensuring that all accounts & tax returns are filed with the relevant authorities on time.
- Ensuring that clients accounting records are maintained accurately throughout the year and be able to provide management figures as required.
- Attending client meetings & creating your own relationships so that clients naturally default to the manager for communication.
- Assisting in the completion / review of quarterly VAT returns & filing at HMRC in line with making tax digital.
- Drafting correspondence for clients; liaising with HMRC, by telephone and email.
- Helping to oversee the day-to-day management of a department, including assigning work to staff members based on their knowledge and capabilities and helping with the development of junior members of the team.
Key Skills:
- Good technical knowledge of accounts preparation and tax compliance.
- Proven ability to manage client relationships effectively.
- The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
- Supervisory experience of accounts staff.
- Proficiency in accounting software and Microsoft Office.
- Full driving licence, plus unrestricted access to a car (preferred).
Qualifications:
- ACA/ACCA qualified is preferred however QBE candidates will be considered