Job Description

• Managing a portfolio of clients ensuring timely & accurate production of financial statements, management accounts and reporting packs (including bookkeeping & payroll)
• 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
• Performing Company Secretary duties for clients
• Use of Sage 50, QuickBooks Online or other cloud based solutions to maintain books and produce trial balance, profit & loss and other reports
• Processing monthly payrolls including general payroll queries and related issues
• Preparation of HMRC related returns including monthly PAYE/NI submissions and quarterly VAT returns.
• Admin and any other ad-hoc duties as required

Required Knowledge, Skills, and Abilities