Practice Supervisor
Location: Bath
Position: Full Time /Permanent
Reports to: General Practice Manager/Senior Manager
Our Client
Autograph Recruitment are delighted to be working with highly successful and progressive Practice Accountants based in Bath. This rare and fantastic opportunity would ideally work for a Part-Qualified studier or recently Qualified accountant with professional practice experience. Clear career progression is offered and space to grow in a dynamic team.
Key Purpose
To provide a supportive role to the management team when working with their portfolio of clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the General Practice management team and you will have the opportunity to take a lead role in overseeing the team's day to day performance and development. You will take an active and supportive role in the financial management of the portfolio to include, recovery rates, billing, debt and WIP management.
You are responsible for ensuring that our clients receive the best possible client experience and will be a primary contact for their day-to-day queries. You need to ensure the staff you supervise are coached, developed, and supported to thrive within their roles.
To be an ambassador of the firm's values.
Key Objectives
* Conducting initial file reviews for the managerial team to ensure a high quality and complete file is provided for final manager review
* Take ownership of assignments given, for example with audits this would include timely review as to the state of the audit files and interject where the team below may need help and support to provide timely delivery
* Ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio and assisting with the monitoring of filing deadlines within your team
* Complete ownership of your own time and work with effective reporting and communication with your managers
* Help managers with their clients, picking up value add potential on clients when in contact with them
* Take advisory work off managers and liaise with clients on a manager's behalf
* Start to build a client portfolio where you become the principle contact for that client
* Review AML documentation prepared by junior staff. Co-ordinate the completion of AML documentation for new clients
* Complete complex VAT returns for review as well as initial review and compliance matters with clients on more straight forwards VAT returns
* Respond to client queries promptly dealing with accounts matters themselves
* Draft communications for the management team on adhoc/advice matters
* Prepare external communications and liaise with the Manager/Partner on matters containing advice
* Liaise with clients and HMRC on tax and advice matters
* Plan assignments in accordance with the firm's procedures, review budgets to ensure they are realistic in terms of costs and time allocated in the planner
* Start representing the firm externally at networking events and build relationships
* Participate in working groups within the firm to develop and direct training needs within the firm. Maintain your technical knowledge through CPD
Key Skills & Competencies
* A high degree of personal motivation, organisational skills, and the ability to manage your own workload
* Flexibility and approachability under pressure
* You must be proactive, tenacious, and always show initiative
* Excellent attention to detail and a high degree of accuracy
* The ability to communicate confidently, clearly, and effectively at all levels including ensuring the partner is aware of any client issues
* The ability to work closely with other members of the team and management team
* A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients
* The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm's culture and strategic objectives
* To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists
Key Knowledge & Behaviours
* Planning and organisation
* Self-motivation
* Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering, Audit Independence, DPB and the Health and Safety at Work Act
* Good technical knowledge of accounts preparation and tax compliance
* Familiarisation with personal and business tax regulations, plus VAT and PAYE
* Full driving licence, plus unrestricted access to a car
* Strong interpersonal skills in dealing with both clients, team members and colleagues
Qualifications
* Preferred ACA / ACCA qualified
* 1 year + or equivalent experience
Next steps:
If this sounds like a great opportunity and you can demonstrate a proven track record in initiating and delivering the above, with solid results, then please click Apply to upload your CV for consideration. Alternatively contact Laura Powell on laura@autoographrecruitment.co.uk
We look forward to hearing from you.
If this job is not quite right for you but you are looking for a new position, as a specialist Accountancy & Finance Recruiter, please contact us for a confidential discussion on your career. #J-18808-Ljbffr