Responsibility for a portfolio of clients across a range of industry sectors, including sole-traders, partnerships, and limited companies.
You need to ensure the staff under your responsibility are mentored, developed, and helped to thrive.
Client Details
The client is a reputable and leading independent firm. They have a very clear appraisal and development path where you can progress in decent timescales through the ranks with good performance. They are a one stop shop for business services providing a large amount of interesting and complex advisory work.
Description
1. Consistently run a varied portfolio of clients, including dealing with the completion / reviewing of annual accounts and tax computations, reviewing VAT returns completed by junior members of staff.
2. Conduct planning meetings with the junior staff to relay client knowledge/deadlines and take an active role in ensuring that all accounts & tax returns are filed with the relevant authorities on time for your portfolio.
3. Plan your team's workload and balance this with the needs of the firm to achieve the firm's expected turnaround for jobs.
4. Arrange pre-year-end meetings with the client.
5. Ensuring that clients accounting records are maintained accurately throughout the year and be able to provide management figures as required.
6. Attend client meetings and build your relationship with the client to...