To "co-ordinate" all clients work within the practice and to ensure it is in good order and correct.
To process management accounts and to ensure that the output is correct.
To ensure that the client’s output is to a high standard and liaising with the clients including resolving queries in a timely and professional manner
To prepare and submit client’s statutory accounts (company, sole trader and LLP) and tax computations including detailed capital allowance computations.
To prepare and submit client’s self-assessment tax returns on company software.
To be able to attend at client’s offices for sales and for training clients and/or their staff on bookkeeping assignments and on the software
Staff
To provide supervision, training, and assistance to all KT staff (with the Practice Manager) whose duties include:
Bookkeeping and preparing bank reconciliations
Reconciling management accounts on a monthly and quarterly basis
Preparing/assisting in preparing fixed asset schedules and notes to the accounts
Statutory accounts (company, sole trader and LLP) and tax computations
Self-assessment tax returns
Client quotes
Company Secretarial duties, Anti Money Laundering & GDPR
To deal with any people issues and report to the Practice Manager
To sign off timesheets (where applicable) and agree in advance holiday requests and ensure that all absence is recorded in the absence of the Practice Manager
Payroll (for clients)
To liaise with the Payroll Department to ensure that timely and professional services are delivered to all payroll clients.
To ensure that the payroll team is adhering to the payroll procedures and weekly/monthly timetable.
To undertake any other duties consistent with the basic objectives of overseeing the smooth running of the KT Clients’ payrolls.
General
To run the practice/department in the absence of the Practice Manager.
To maintain their professional qualification (ACCA) and ensure the CPD training is performed each year to maintain the membership.
To sign off on client documents, as a Qualified Accountant, for certifying documents, Accounts, Client bank and mortgage requests.
To be able to develop and drive KT sales strategy with existing and new clients to increase sales.
To manage client expectations and to provide an efficient service at all times.To manage the development and performance of the staff members in the team.
To perform regular one-to-ones and annual appraisals of the staff members in the team if instructed by the Practice Manager / Director.
To oversee development and management of the staff members in the team.
To perform such functions and duties as the company may from time-to-time delegate.