Supervising a team of juniors/apprentices, allocating resources to new work and prioritizing jobs
Managing your team’s workflow, billing, and workload
Onboarding and training team members and apprentices
Providing reporting and analytics on your team
Hitting internal utilization and budget targets
Completing and submitting VAT returns
Managing a portfolio of clients and working to build that portfolio - including all elements of workflow, billing and quality control
Maintaining complete and accurate client records
Prepare management reports including Month End journals and reconciliations
Accounts preparation for Limited companies, Sole Traders and Partnerships at least to draft stage
Regular and proactive client contact, building client relationships
Must be able to organize and manage a portfolio of clients, and work with the wider team to meet internal and external deadlines
Dealing with external bodies such as HMRC
Delegating to and supervising junior staff
Required Knowledge, Skills, and Abilities
You will need a minimum of three years’ practice experience, preferably an AAT affiliate or part way through ACCA with ambitions to finish them.
Excellent working knowledge of software, tools and applications within the Accounting Industry, in particular, Xero and TaxCalc would be advantageous.
Minimum AAT Level 3 or equivalent
Personal and corporate tax knowledge
Passionate about delivering exceptional customer service
A team approach, effective communication with clients and colleagues
Meticulous attention to detail
Excellent IT skills, in particular MS Office and accounting software, experience of Xero, TaxCalc and Sage software is an advantage
Able to work and communicate clearly and regularly with others to achieve goals
Excellent written and verbal communication skills
Experience of managing others an advantage
It would be ideal, but not essential, for the candidate to have experience with clients in media, creative, fashion, branding/PR and digital/technology industries.