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
* 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.
* 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.
* Plan your team's workload and balance this with the needs of the firm to achieve the firm's expected turnaround for jobs.
* Arrange pre-year-end meetings with the client.
* Ensuring that clients' accounting records are maintained accurately throughout the year and be able to provide management figures as required.
* Attend client meetings and build your relationship with the client to become the main point of contact for your portfolio.
* Speak confidently with clients about software options relevant to their needs.
* Understanding and adhering to our internal software and procedures.
* To promote and ensure best practice is followed for all compliance matters.
* Assisting in the completion/review of quarterly VAT returns & filing at HMRC in line with making tax digital.
* To proactively deal with client queries and cover advice with partners before forwarding to clients.
* Review external communications and liaise with the Partner on matters containing advice. Liaise with clients and HMRC on portfolio matters.
* Helping to oversee the day-to-day management of a department, including assigning work to staff members.
* Take responsibility for job performance and recoveries. Identify training needs within the team to develop staff to their career goals.
* Undertake staff appraisals for direct reports.
* Represent the firm externally at various networking events and build relationships in the communities our offices are based.
* A willingness to contribute or manage internal projects that may not be directly related to the portfolio management.
* Assist with administrative duties as required by the firm.
* To effectively manage the financial aspects of the portfolio. Maintain control of the WIP level within your portfolio.
* To have a collaborative approach with your department and the rest of the firm. Delegate appropriate tasks to staff to further their development.
Profile
* Preferred ACA / ACCA qualified.
* Flexibility and approachability under pressure.
* You must be proactive, tenacious and show initiative at all times.
* 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.
* A high level of professionalism to deliver client service excellence.
* The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm's culture and strategic objectives.
* The ability to multitask and meet deadlines when required.
* Effective delegation and time management.
* To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.
Job Offer
* Competitive Salary of up to £55,000 DOE
* Flexible and hybrid working options
* Parking on site
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