Managing a portfolio of clients ensuring timely and accurate production of financial statements,
Management accounts and reporting packs (including bookkeeping and payroll)
Train, develop and manage an assistant accountant (AAT level)
Acting as major point of contact for clients together with the Business Line Manager. This includes
responding quickly to, as well as anticipating, client requests, needs, keeping clients informed of progress and identifying cross-selling opportunities
Company incorporation and set up (including coordination of UK bank account opening, employment
contracts, employee benefits)
Building sustainable external and internal client relationships
Use of Sage Business Cloud Accounting or other cloud based solutions to maintain books and
produce trial balance, profit and loss and other reports
Processing monthly payrolls including general payroll queries and related issues
Admin and any other ad-hoc duties as required.
Required Knowledge, Skills, and Abilities
Qualified ACA/ACCA
Minimum of three years experience managing a portfolio of clients