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Key Responsibilities:
- Overseeing and taking responsibility of a portfolio of clients to ensure compliance for tax and accounting purposes.
- Be the first point of contact for your clients, working closely with the designated Director.
- Supervising team members and managing workflow through the office.
- Managing the financial performance of your portfolio with regards to fee levels, recoveries, WIP and Debtor positions.
- Collaborative working with other departments within our group.
- Review of compliance work including year-end statutory accounts, VAT returns, management accounts and personal/company tax returns.
- Assisting clients with queries and advising clients where necessary.
- Assisting Directors with ad hoc projects.
- Proactively building a network of professional contacts.
- Managing the financial performance of your portfolio with regards to fee levels, recoveries, WIP and Debtor positions.
Key Relationships:
- Work with senior management (Directors, Associate Director’s and Senior Manager.
- Work with the team at all level.
- Will manage a client portfolio of c100 clients - diverse, different entity types and size.
