End of year financials preparation including review files and preparation of accounts including nominal postings, balance sheet accounts, year-end adjustments and reconciliations.
Corporation Tax Returns and Tax Computations.
Returns prepared by more junior staff.
Answering basic technical queries from clients. Researching technical queries and liaising
with technical support and HMRC.
VAT work including relevant research and liaison with technical teams on more complex VAT queries.
Preparing Accounts from Trial Balances prepared by bookkeepers and outsourcers. - Experience of Xero, Quickbooks Online and other software essential.
Print off lists from database for work in (VAT returns and Personal Tax Returns).
Delegate work to outsourcing team where appropriate and review work produced.
Ensure deadlines are met in a timely fashion. Complete more complicated work yourself.
Assist in training of junior staff.
Ensure timesheet is completed correctly and liaise with partners on fees and costs.
Customer Relationship Management
Ensuring that client's queries are answered correctly and efficiently.
Researching and answering all technical queries that cannot be managed by more junior staff.
Ensuring clients are correctly supported and trained in bookkeeping and training matters.
Adding value to client's business in terms of advice and assistance. Being proactive throughout.
Monitor deadlines and chase clients accordingly throughout all deadline periods.
Take meetings with clients as directed and discuss tax planning and other issues.
Manage, organize and update relevant data on our database applications.
Required Knowledge, Skills, and Abilities
Experience of working in a Accounting Practice
Qualified or Part Qualified in either ACCA/AAT/CIMA