To cost effectively manage all aspects of a portfolio of business clients including the accounting and tax affairs of the related parties within the agreed budgets and timescales Effective communication with clients to ensure they are fully appraised of their affairs at all times and are made aware of their tax liabilities in a timely manner Exploiting tax planning opportunities and other services Meeting statutory deadlines Meeting billing targets To ensure all duties are performed in compliance with the Firm’s Staff Handbook and Procedures Manual and as summarised in “Hamlyn’s – The Essentials” and “Commercial Guidelines” Team development and assist with their roles and responsibilities as and when required Recruitment of additional team members Managing client jobs
Ensure that client workflow is managed in accordance with the Firm’s procedures Planning and undertaking the accounts preparation work i.e. auditing, corporation tax returns, annual returns, filing accounts with companies house and filing corporation tax returns with the revenue within the agreed timescales Taking responsibility for the timely completion of all relevant HMRC returns including P35, P11D, Form 42 etc Undertake ad hoc work including: profit and cash flow forecasting, management accounts, valuations and due diligence work etc Taking responsibility for the timely completion of Director’s, Partner’s or Sole Trader’s tax returns for the portfolio of business clients Ensuring the Firm’s procedures manual always reflects our current practices Seeking out Partner and Associate advice as appropriate Experience required
ACA, ACCA or CA qualification 3-4 years PQE experience Prior experience of managing a portfolio of circa £150K upwards of client fees as a Manager or Assistant Manager Knowledge of accepted auditing and accounting practices and principles Knowledge of applicable laws, codes and regulations Knowledge of economic principles and current affairs Skills
Commercial acumen Ability to work independently as well as part of a team Independent decision making Knowledge of Microsoft Office (Word, Excel, and Outlook) is essential Knowledge of CaseWare or similar accounting package & commercial bookkeeping packages like Xero, Sage and QuickBooks Professional verbal and written communication skills as well as an excellent telephone manner Strong communication skills (e.g. the ability to relate to others at all levels of an organisation both internally and externally) Report writing skills Attention to detail and accuracy Methodical working and prioritisation Information and task monitoring Judgment and problem-solving Appropriate use of initiative Flexible and open to changing priorities and managing multiple tasks simultaneously within compressed time frames
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