Description
As part of the team, you will be responsible for managing a portfolio of non-audit clients across our Godalming office. The portfolio will be circa £500,000 and will be working with small – medium clients across a variety of industries. Key Responsibilities
Manage a portfolio of Clients with fees of c£500,000 Problem solving – e.g. provide solutions to partners Develop understanding of different risks to the firm Check/chase up timesheet entries from staff on your jobs Should be first contact for the client on all areas Support other managers to help monitor and develop students Manage a mixed portfolio of clients ensuring that for each client all deadlines are met, the work is carried out within budget, evaluations are completed, and the job is finalised to minimise partner review time. Manage clients, tax, payroll, PSA agreements, P11d’s etc, ensuring all deadlines are met Respond to clients promptly Consider commercial opportunities for the firm, either internally or as generating new business leads and convert them into profitable engagements Participate in business development activities including proposals, presentations and networking. Be a “safe pair of hands” when client queries are received or deadlines approaching to ensure partners are confident you are in control BUT know when to ask for help from partner Know when to say no to additional work Provides clear instruction and constructive feedback to staff in a timely manner Actively participates in meetings, workshops and training Attends training and is committed to CPD, continually developing and increasing their knowledge and skills to give the best possible service and advice to clients and colleagues Skills, Knowledge and Expertise
Relevant Accounting Qualification such as ACA or ACCA. Commercially aware and able to apply and communicate technical knowledge in a clear and commercial way. Experience managing both people and a general practice portfolio Commitment to client care and service beyond expectation. Friendly and approachable and able to build trusted relationships with clients Commitment to CPD and ensuring technical competence is continually improved. Ability to give feedback in a constructive manner. Deadlines/time management Attention to detail Adaptable/flexible Benefits
Generous annual leave plus three days off at Christmas Option to buy/sell additional days Hybrid Working Life Cover Critical Illness cover Private Medical Income Protection Pension Scheme Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme Generous family related leave and pay Weddings and birth vouchers Loyalty awards Employee and client referral awards Community volunteer scheme Fundraising matching Perkbox Eye Tests Cycle to work A wide range of flexible benefits, including interest free loans for:
Health Assessments Dental Gym memberships Cancer screening Genetic wellness tests Phones, laptops, tablets and computers Wearables Office furniture Cycle insurance Pet insurance Will writing About Moore Kingston Smith
At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding. Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions. Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network. Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future. Come and join us to make a difference.
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As part of the team, you will be responsible for managing a portfolio of non-audit clients across our Godalming office. The portfolio will be circa £500,000 and will be working with small – medium clients across a variety of industries. Key Responsibilities
Manage a portfolio of Clients with fees of c£500,000 Problem solving – e.g. provide solutions to partners Develop understanding of different risks to the firm Check/chase up timesheet entries from staff on your jobs Should be first contact for the client on all areas Support other managers to help monitor and develop students Manage a mixed portfolio of clients ensuring that for each client all deadlines are met, the work is carried out within budget, evaluations are completed, and the job is finalised to minimise partner review time. Manage clients, tax, payroll, PSA agreements, P11d’s etc, ensuring all deadlines are met Respond to clients promptly Consider commercial opportunities for the firm, either internally or as generating new business leads and convert them into profitable engagements Participate in business development activities including proposals, presentations and networking. Be a “safe pair of hands” when client queries are received or deadlines approaching to ensure partners are confident you are in control BUT know when to ask for help from partner Know when to say no to additional work Provides clear instruction and constructive feedback to staff in a timely manner Actively participates in meetings, workshops and training Attends training and is committed to CPD, continually developing and increasing their knowledge and skills to give the best possible service and advice to clients and colleagues Skills, Knowledge and Expertise
Relevant Accounting Qualification such as ACA or ACCA. Commercially aware and able to apply and communicate technical knowledge in a clear and commercial way. Experience managing both people and a general practice portfolio Commitment to client care and service beyond expectation. Friendly and approachable and able to build trusted relationships with clients Commitment to CPD and ensuring technical competence is continually improved. Ability to give feedback in a constructive manner. Deadlines/time management Attention to detail Adaptable/flexible Benefits
Generous annual leave plus three days off at Christmas Option to buy/sell additional days Hybrid Working Life Cover Critical Illness cover Private Medical Income Protection Pension Scheme Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme Generous family related leave and pay Weddings and birth vouchers Loyalty awards Employee and client referral awards Community volunteer scheme Fundraising matching Perkbox Eye Tests Cycle to work A wide range of flexible benefits, including interest free loans for:
Health Assessments Dental Gym memberships Cancer screening Genetic wellness tests Phones, laptops, tablets and computers Wearables Office furniture Cycle insurance Pet insurance Will writing About Moore Kingston Smith
At Moore Kingston Smith, we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding. Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions. Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network. Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future. Come and join us to make a difference.
#J-18808-Ljbffr
