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/Semi 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 Stratford-upon-Avon
* Work outside normal hours as required