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- ATT or CTA or QBA or part qualified
- 18 month FTC
- Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
- Act as the main contact for clients, peers, and the wider team, coordinating all required services and maintaining high standards of client satisfaction.
- Monitor and manage budgets, chargeable hours, and recoverability for the client portfolio. Meet monthly billing targets and control work in progress and debtors, working closely with the credit controller.
- Conduct annual and regular reviews with clients to assess fees, service offerings, and tax planning needs, ensuring all client requirements are met.
- Â Utilise appropriate software and delegate tasks to improve efficiency, while organising and monitoring workflow to keep the team working at optimal levels.
- Motivate, mentor, and encourage team members, ensuring they reach their full potential and deliver the required client service.
- Uphold the firm's ethics, culture, and values, providing weekly reports to senior management based on key performance indicators and critical success factors.
- Attend networking activities to build and maintain strong client relationships, while actively seeking to understand and meet the broader needs of clients.
- ATT or CTA or QBA or part qualified
