Job Description

Responsible for a diverse portfolio of clients, both private and corporate, providing advice over a broad spectrum of services. Tasked with direct management of one of the firms largest clients, providing day to day management accounts, to assist running of the finance department, as well as other varied tasks.

Responsibilities:

• Managing all aspects of their allocated client portfolio; including planning, the execution of the work, drafting of correspondence and billing.  The work will include the requisite elements of the work from start to completiontrusts
• Planning work and allocating appropriate resources to ensure that work is completed in a timely manner and to a high standard; reviewing work and giving feedback to junior staff.
• Acting as the main point of contact for the clients in the portfolio and corresponding with them in the most appropriate way.
• Dealing with the HMRC, investment managers, lawyers and other third parties.
• Assisting with other ad hoc assignments in relation to the financial affairs of clients.
• Assisting with marketing the firm and attending networking events with co-professionals, as appropriate.

Required Knowledge, Skills, and Abilities

A strong general accountancy background Effective client handling/service skills Able to take responsibility and ‘own’ assignments and use initiative and flair; Strong communication skills so that you are able to deal with clients verbally or in writing. Flexible working attitude. Must be able to work on a number of clients’ affairs at the same time. Organised and methodical approach Good IT skills – including proficient use of Excel and Word