Assistant Manager
Permanent,Full-time
Job Description
- Client Portfolio - ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaising with Clients, Partners and other S&W staff where appropriate to ensure all are kept up to date with relevant issues.
- Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients’ business and impact on our work. Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments.
- Business/Practice Development - preparation of proposals for new work, and development of opportunities for S&W with current clients.
- New Client Take On Procedures - assist Head with embedding new clients into Smith & Williamson and within the client and staff portfolio, including work schedules.
- Training and development – supervising junior staff members and ensuring feedback is given to staff on a timely basis. Ensuring appropriate in house training is received personally.
- Client billing – attend to the preparation of fee notes and fee covering letters for clients, in terms of the Business Outsourcing Services billing policy, for review by the relevant Partner.
Required Knowledge, Skills, and Abilities
- Strong academic history.
- Qualified accountant (ACA, CA, ACCA) or qualified by experience.
- Significant experience of management accounts, statutory accounts and VAT returns gained within a professional services environment.
- Experience of working with entrepreneurial, OMB and SME clients.
- Experience of (and appetite for) business development activities such as preparation of proposal documents.
- Demonstrable working knowledge of accounting standards.
- Strong communication skills in order to liaise with clients, Directors, Partners, staff and other professionals.
- Strong organisation & time management skills to ensure the needs of clients, partners and staff are all met.
- Monitoring costs against budget for individual clients.
Reference no: 98581