Job Description

Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required

• Managing a team of professional staff, including individual development and ensuring appropriate resource and work planning
• Acting as a point of contact for Director/Partner portfolio in the Directors absence ensuring that matters are dealt with in a timely manner and that the Director/Partner is aware of any outstanding queries
• Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the teams work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
• Completing more complex accounts work for clients as required by the Director, where it is not appropriate for the activities to be completed in the compliance Centre
• Visiting clients to discuss their requirements, providing the most appropriate advice and support as required which may include actively promoting our services
• Meeting with and giving full support to employees who work on your clients work, giving support, feedback and direction as required. Ensure feedback is provided to the Director / Partner as appropriate.
• Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
• Ensuring that all fee notes are generated and sent out in line with partner and client requirement
• Undertaking ad-hoc project work as required by the Partner, assisting clients on his behalf as and when needed

Required Knowledge, Skills, and Abilities

• Preferably ACA/ACCA qualified, or by experience
• Excellent communication skills both verbal and written
• Organized and methodical
• Client focused
• Strong IT skills including Word, Outlook and Excel
• Carrying out tasks with a high degree of efficiency and accuracy
• Time management skills
• Ability to operate strict deadlines and handle conflicting priorities
• Ability to work under own initiative, keeping calm under pressure
• Adaptable and flexible to deal with changing priorities and deadline deadlines
• Confident to work with clients and develop key relationships internally and externally
• Can work as part of a team and across departments
• Proactive and able to use initiative
• Confident and outgoing
• Mobility across Monahan offices and client sites
• Ability and willingness to work outside of normal office hours when client needs require it