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To make a positive and proactive contribution to the team achieving the annual business plan by maintaining and developing client-business relationships and providing a consistently high quality service to clients through efficient and timely completion of compliance and business related advisory services to all the practices clients.
Client Details
Established mid tier firm with offices across the North West of England.
Continuous development of people and systems has given the client the opportunity to be forward thinking and take innovative advice led service to clients.
Recently award winning from both a business and its treatment of employees perspective.
Description
- To deliver Customer Care Programme to your portfolio adding real value to their business
- Aims for each client: To keep your tax liabilities to a minimum, To help improve your profitabilit, To invest your wealth wisely and protect you, the family & your business
- To plan, prepare and review financial accounts
- To highlight and discuss barriers to work being completed within budget or opportunities for generating income
- To clear outstanding queries with the client before discussing the file and final accounts with the Client Portfolio Manager/Managing Director/Partner, prior to the client meeting
- To prepare Business Tax Computations (Income Tax) for review
- To prepare/ensure the preparation and submission of VAT returns on behalf of clients
- To maintain/ensure that client's accounting records and management accounts information is maintained as required
- If required to prepare monthly/quarterly/half-yearly Management Information reports and advise clients on ways to improve their profitability or cash flow. This could include competitor analysis, pricing reviews, preparing dash boards, spotlight or Profit cents reports
- To work at client's premises as required, to work on special projects as required, from time to time undertake other tasks as may be reasonably required
Profile
- To have commercial awareness, identifying opportunities for additional fees from or services for clients and taking advantage of networking opportunities that could engage new clients
- To be effective in all aspects of accountancy work, completing and delivering a finished job within agreed timescales and budgets
- To deliver consistent high quality proactive client service, ensuring that a positive day to day client relationship is maintained
- To ensure client satisfaction at all times, resolving outstanding issues in a timely manner
- To work with the team in delivering and achieving the practice's annual Business Plan
- To work with the Managing Director to set up and operate systems and procedures that ensure best and most efficient practice and help to develop the business
- To have a good understanding of computer based accounts preparation software, relevant software used by clients and be efficient in analysing the reports generated by these systems
- To keep up to date with changes in relevant laws and regulations
- To have and develop the 'soft skills' necessary to relate to clients and deliver client services
Job Offer
Salary up to £45,000
large bonus paid twice yearly
Huge development opportunities for the right candidate
Great cultured firm with a family feel and close-nit approach to business
