Working for a large accountancy based in prestigious offices you will be responsible for carrying out accounts, taxation and other business related activities on behalf of their clients. In addition, to provide support to managers and Directors to assist with the completion of tasks whilst ensuring work is carried out efficiently, to a high professional standard and ensuring agreed targets for recoverability are met. The role requires significant liaison and communication with clients, other personnel, and official organisations.
Brief Job Description
- Liaise with clients to gain a full understanding of their requirements. Plan and undertake accounts, taxation and other business-related activities on their behalf, ensuring completed work is accurate and professionally presented to clients.
- Keep up to date with relevant legislation and ensure appropriate actions are taken when managing client affairs. This includes keeping clients up to date on legislation, official dates/deadlines.
- Be responsible for helping to service clients and be a key point of contact, keeping them up to date on the progress of jobs, and helping to resolve queries effectively and to the client's satisfaction. Where appropriate ensure matters are communicated and/or escalated to the Director responsible for the client.
- Be responsible for the delegation of client tasks to ensure jobs are completed accurately, professional presented and completed within required compliance deadlines and budgeted timescales.
- Use client information and be proactive in identifying opportunities and making the relevant director aware of any additional products or services the client may benefit form to improve their business performance.
- Give support and help to other members of the team; including helping with the development of junior members of staff, giving guidance, identifying training requirements and helping to ensure client jobs/tasks are distributed so work is carried out to maximum efficiency.
- Liaise with Director in planning client budget targets and help ensure sure tasks are completed within budgeted timescales and recoverability targets are reached.
- Accurately record activity codes on timesheet each day to enable company and individual productivity targets to be evaluated.
- To undertake other tasks as required by the directors which are required to either enhance client service or improve working practices.
COMMUNICATION
- To ensure communication with clients is friendly, helpful and professional at all times. To always remain focussed on giving a high level of client care, with client satisfaction being the ultimate goal.
- To share and communicate information, as appropriate, with other personnel to enable the provision of services to clients.
- To maintain good working relationships within the company and be active in helping the business improve working practices and the services it provides by contributing any ideas and giving support to other members of staff as required.
Competitive salary
Minimum Qualifications
Requirements for the role
Qualifications needed - Either ACA, ACCA or qualified by experience