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Form of work
SalaryA key role within the firm, you will work alongside the principal. and closely with your clients and be taking a leading role in the preparation of accounts and tax work. You will be working in a unique shop fronted office environment which enables a great opportunity to get to know your clients face to face in a relaxed setting.
Responsibilities include:
- Preparing year-end accounts for a variety of clients including limited companies, sole traders, partnerships
- Preparation of Self-Assessment Tax Returns for individuals and partnerships.
- Managing your own portfolio of clients
- VAT returns preparation and knowledge of MTD required
- Ensuring year-end company accounts and corporation tax returns are submitted in accordance with Companies House and HMRC deadlines respectively
- Dealing with client queries via phone, email and in person
- Provision of client-focused support including client meetings
- Communicate and liaise verbally and in writing between clients/visitors/enquirers and staff and interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions
- Help to onboard new clients by preparing relevant forms
- Establish and maintain effective working relationships with co-workers, supervisors and the general public
The successful candidate:
- Fully or part-qualified with appropriate technical qualification and with at least 3 years' experience in practice OR Qualified By Experience (QBE) with at least 5 years' experience in practice and working to a high level.
- You must have good people skills, be highly organised and be able to work unsupervised to strict deadlines.
- Ability to build and maintain client relationships.
- Strong knowledge of accounts, VAT and tax, particularly for small businesses and individuals.
- Able to use computerised accounting systems and IT. Ideally, but not essential, TaxCalc, Practice Ignition,Xero, QBO, and Microsoft Office.
