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