Job Description

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