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Delivery of quality client work, managing client expectations and helping to drive growth and commercial management of the outsourcing portfolio. .
Client Details
A well known Top 10 firm with national presence.
Description
- Be the day-to-day contact for your allocated portfolio
- Plan delivery of work on your own portfolio; plan bookings and prepare high-quality files for manager review
- Liaise with client to resolve queries before submitting accounts to manager for review
- Where applicable, manage the work of more junior team members on your portfolio, including briefings and monitoring of performance to ensure completion of the job
- Proactively analyse client data to highlight any issues, opportunities both compliance and business related
- Monitor and review client financial data, present ideas and make recommendations
- Work as part of a team to ensure clients are provided with excellent service
- Be proactive in seeking support from peers and managers when faced with more complex issues
- Ensure compliance with our streams policies and procedures
- Understands WIP, scope, fees and project negotiations
- Complete the client-take-on procedures for new clients, to include preparing engagement letters for manager and partner review
- Attend client meetings with the Partner/Manager to develop your client relationships and provide advice as part of the client team
Profile
- Qualified Accountant (ACCA/ACA) or equivalent experience
- Solid accountancy experience required
- Strong communication skills
- Desire to advise clients and add value
- Excellent knowledge of Microsoft Office especially Excel.
- Excellent knowledge of accounting packages including Xero, QBO
- Experience of working collaboratively in a team to deliver projects
Job Offer
- Salary between £40,000-£44,000 DOE
- Wealth of competitive benefits
- Progression opportunities
- Multiple office locations
