To manage a portfolio of accounting and tax clients to ensure they are compliant with statutory requirements, to assist them with internal management reporting processes and to advise on ways to minimise their tax liabilities.
Key activities include but are not solely limited to:
To manage a portfolio of clients to ensure their companies' accounts and corporation tax returns are prepared accurately and promptly;
To prepare and submit VAT returns for a variety of clients;
To process and submit payroll for a variety of clients;
To ensure that all clients are notified in good time of their tax payment due;
To identify tax planning opportunities;
To assist with the management reporting process by preparing management reports, making journal entries, processing sales and purchase invoices, bank reconciliation, etc;
To assist with FCA reporting for clients in the banking and investment industry;
To manage a portfolio of personal clients to ensure their tax returns are prepared accurately, and that they are promptly informed of their self-assessment liabilities;
To liaise with HMRC;
To advise clients on a wide range of tax-related issues, such as CGT, Entrepreneurs' Relief, IHT, residency issues, etc;
To communicate and hold meetings with potential clients;
Assist with training and reviewing work of junior staff;Knowledge and skills required:
Fully ACCA qualified
Extensive accounting experience in Practice essential
Proficient use of accounting and tax software's such as Sage, TaxCalc, Xero, QuickBooks, Digita etc;
Methodical and rigorous in approach, balancing the commercial viewpoint with accuracy and attention to detail at all times;
Ability to prioritise, and work under pressure when needed to meet deadlines;
Able to take initiative and have good problem-solving skills;
Ability to interact positively with a broad range of people;
Self-motivated;
Highly organised and happy to take ownership of the own client base, whilst working with a team;
Excellent communication skills, both written and oral, with a proven ability to communicate effectively with senior management and non-finance personnel;
Ability to achieve individual Key Performance Indicators;
Ability to provide added value services to customers