Job Description

The purpose of this role is a management of a mixed portfolio of UK and International clients in conjunction with the principal relationship holders (Partners and Directors). Taking responsibility for all aspects of the execution of compliance engagements for those clients (predominantly statutory accounts preparation), including client meetings.

Key Responsibilities

• Seamless interaction with other service lines to provide a joined-up service to clients.
• Build relationships and maintain close contact with clients throughout engagements to ensure continuing good relations and the effective completion of work, including fully understanding each client’s business, future goals, and ambitions.
• A comprehensive understanding of the full range of our services is required to facilitate cross-selling to existing and potential clients.
• Having or building relationships with a good pool of contacts, facilitating recommendations to the clients and potential prospects, creating opportunities for inward referrals.
• Business development activities and initiatives to promote the service line and the company brand.
• Financial management of the portfolio lock up (work in progress and fees), ensuring efficiency and maximizing recoveries.
• Manage team fee budgets for the month and billing of client work.
• Monitor time spent on engagements to ensure a commercial return for the business.
• Deal with any client queries.
• Provision of training to more junior accounts employees.

Required Knowledge, Skills, and Abilities

• ACCA/ ACA Qualified
• Experience working in a Mid-Tier accounting general practice
• Knowledge of CaseWare a benefit
• Comprehensive accounting and taxation experience including:
• Accounting standards
• Working knowledge - corporate taxation
• Working knowledge - personal taxation