Address
Form of work
SalaryKey Responsibilities:
To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
To communicate with clients via phone, email, social media and in person, including chasing records
To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
To complete, review and prepare book-keeping, VAT returns and CIS.
To maintain electronic filing of books and records both internally as well as management of client administration and records.
To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
To participate in activities necessary to support the smooth running of the office environment.
To manage and maintain your professional development and learning including any relevant CPD required by your professional body.
To ensure and update HMRC/Companies House statutory information is accurate.
To attend networking events where required.
To prepare and execute year end client meetings.
Internal and external training e.g., client bookkeeping training and as applicable as per our company values.
To carry out client fee reviews.
General Duties:
To attend training and development deemed necessary for the post in agreement with the line manager.
To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures
