Address Information
Street Address *
City *
County *
Country *
Postcode *
About My Application
* I confirm that my details are complete and correct
* I confirm I have the right to work in the country where this job is based
* Location: Banbury, Oxfordshire, United Kingdom
Purpose of the Role
To provide a high-quality service to clients in designated section and to contribute to the development of the practice under minimal supervision.
Responsibilities
* Prepare client accounts and tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines, finalise paperwork for dispatch to client and H M Revenue & Customs.
* Liaise with clients to obtain relevant information for their accounts, acting in a proactive way and ensuring attention to details and effective questioning of client.
* Work with Managers to develop knowledge of clients and their businesses to become their point of contact on day-to-day matters.
* Assist the Partners and Managers with tax planning for existing and potential clients, adding value to our clients’ businesses and individual wealth.
* Support Partners and Managers with specific assignments, e.g., business planning, advisory, and tax matters.
* Identify business and personal tax planning opportunities, drawing to attention of partners/client as appropriate. Prepare necessary reports/computations, liaising with other professional advisers as required.
* Monitor own job quality and quantity in line with agreed budgets, meeting these targets and exceeding where possible.
* Record own chargeable time and ensure maximum recovery.
* Support trainees by providing on-the-job coaching.
* Attend courses appropriate to job role.
* Use appropriate support networks to clarify knowledge on complex queries such as CCH or software vendors.
* Perform bookkeeping, ledger maintenance, supplier maintenance, and management accounts as required.
* Prepare client tax returns based on information supplied by the client, advise on tax payable and payment dates, and meet deadlines in line with the firm’s standards.
* Assist clients with accounts software and other bookkeeping queries as required.
* Involvement in client seminars including attendance and setup where required.
* Assist the Partner and Manager in taking responsibility for the proactive promotion of the Firm in conjunction with the marketing department.
* Generate and refer leads to Ellacotts Wealth Planning Limited.
Critical Skills Required:
* Ability to complete accounts files accurately and efficiently.
* Ability to complete personal tax returns accurately and efficiently.
* Excellent problem resolution skills and idea generation ability.
Critical Knowledge Required:
* In-depth accounts preparation knowledge.
* Knowledge of accounting systems including CCH, Xero, Sage Line 50, Farmplan, and other software as required. Knowledge of their uses and benefits.
Qualifications Required:
Essential: ACA or ACCA qualified.
Desirable: Degree or equivalent experience.
Experience Required:
Essential: Minimum of 2 years proven accounts experience within a practice environment.
Desirable: Experience with cloud accounting software such as Xero. Rural business services experience.
Personal Qualities:
* Strong presence.
* Quickly builds rapport and trust.
* Highly confidential.
* Good networker.
* Resilient and energetic.
* Achiever and self-motivated.
* Organised.
* Creative.
* Analytical – quick thinker.
Job Requirements:
* Live within commuting distance of Banbury.
#J-18808-Ljbffr