Job Description

Duties and Responsibilities:

• Manage and look after a small portfolio of clients

• Assist a portfolio manager

• Supervise junior members of staff

• Develop and maintain effective client relationships, including attending client premises as required

• Prepare financial statements and year end accounts for sole traders partnerships, and limited companies

• Organise your flow of work, allocating assignments and managing your time as necessary taking into consideration your client deadlines and other constraints

• Ensure that work is delivered within budget and time requirements • Prepare schedules for Tax returns

• Complete VAT returns, Company Accounts and CT600s

• Liaise with third parties as required (HMRC, mortgage brokers, other members of your team, payroll bureau, etc)

• Take part in client meetings as and when required Skills, Qualifications and other Requirements:

• Preferably ACA/ACCA qualified and a good academic record

• IRIS Accounts Production & Business Tax, IRIS Personal Tax, Excel, Word, Outlook, Sage, Xero

• Excellent communication skills - verbal and written

• Ability to work as part of a team, yet also work using own initiative.

• General Practice experience

• Ability to travel to client premises from time to time and between offices

Required Knowledge, Skills, and Abilities