Job Description

Purpose of Role and Primary Objectives:

• To provide support to the Management of the Business Services provided by the firm.
• To take specific responsibility for individual tasks and assignments, ensuring their effective and timely delivery and that the quality of service meets the firm’s aims.

Reporting Relationships:

• You will report to Directors and Client Managers.
• You will report to Clients when required and when directed by Directors and Client Managers.

Main Duties:

• Manage the portfolio to ensure deadlines are met for all Business Services routines.
• Ensure appropriate review procedures are carried out for work undertaken in the business services department to ensure technically accurate.
• Help to motivate the team members in the department to drive towards delivering the firm’s expectation of client experience.
• Keep client managers informed on job progress and highlight any problems or delays on a timely basis.
• Follow firms reporting procedures for portfolio status.

Delivery of Business Services key service lines, including:

• Bookkeeping
• VAT return preparation
• Preparation of Management Accounts
• Company Formation services
• Business start-up services
• Online accounting
• Small business accounting and tax compliance
• CIS returns and filing

Required Knowledge, Skills, and Abilities

AAT Qualified Up-to-date and appropriate knowledge and skills in your technical field to enable you to fulfil the purpose of your role Computer skills appropriate to your role Verbal and written communication skills appropriate to your role