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 Working with Managers to develop knowledge of clients and their businesses so as 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 of partners and managers with specific assignments- e.g. business planning, advisory and tax matters Seek to identify business and personal tax planning opportunities, drawing to attention of partners/ client as appropriate. Preparation of necessary reports/ computations etc, 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 that are appropriate to job role Use appropriate support networks to clarify knowledge on complex queries such as CCH or software vendors Book-keeping, ledger maintenance, supplier maintenance and management accounts, as and when required Prepare client tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines in line with the firms’ standards Assisting clients with accounts software and other book-keeping queries as required Involvement in client seminars including attendance and set up where required Assist the Partner and manager in taking responsibility for the proactive promotion of the Firm in conjunction with the marketing department Generation and referral of 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 Strong computer literacy Strong active listening skills Excellent problem resolutions skills and idea generation ability Critical Knowledge Required: In depth accounts prep 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 Excellent communication skills Quickly builds rapport and trust Highly confidential Good networker Attention to detail Resilient and energetic Achiever and self-motivated Organised Creative Analytical – quick thinker Job Requirements Live within commuting distance of Banbury Work outside normal hours as required