- Client Portfolio Management: Manage finances of the portfolio, ensuring the achievement of monthly billing targets, monitoring recoveries, overseeing debt recovery processes, and providing accurate financial forecasting.
- Review VAT returns, personal tax returns, partnership returns, limited company, and sole trader accounts.
- Staff Development & Office Management: Assist in the management of the office, fostering a culture of continuous improvement and best practice.
- Identify training and development needs for junior staff, ensuring these are facilitated and effectively addressed.
- Escalate developmental issues and progression requirements to senior management.
- Encourage the development of a strong, improvement-focused mentality within the team.
- Business Development & Client Engagement: Identify opportunities for growth within existing client relationships, increasing portfolio size and contributing to business development across the service line.
- Undertake regular client visits to ensure high levels of satisfaction and promote positive client engagement.
- Monitor account performance, identify growth opportunities, and report on progress.
- Team and Practice Management: Involved in practice and workflow management for the entire team, ensuring efficiency and effective collaboration.
- Play a role in strategic planning and client relationship management to align with business goals.
- Provide on-the-job coaching and continuous development for team members.
- Qualifications: Minimum of 5 years’ experience within an accountancy practice background. Ideally, you will be ICAEW or ACCA qualified.
- Technical Skills: Proficiency in MS Office and sound accounting system knowledge; experience with Iris software is beneficial.
- Organisational Skills: Methodical approach to workload management for both self and others; ability to handle multiple priorities efficiently.
- Personal Attributes: Strong organisational skills, a flexible and solutions-oriented mindset, and a personable approach with excellent communication skills, both written and verbal.
- Client & Team Management: Ability to build and maintain strong client and team relationships and be open to developing team methods and skills.
- Location Flexibility: Ability to travel to the Spalding office as required.
- Study support package (available for the right candidate, if required).
- Pension scheme.
- Group life assurance (4x salary).
- Private medical insurance after 5 years of service.
- Car parking.
- Employee benefits portal (access to cashback and vouchers on everyday purchases).
- Employee referral bonus.
- Employee Assistance Programme.
- Regular training and development, with support for both professional qualifications and personal goals.