Job Purpose
To make business lives better for clients and team.
To provide a high standard of service to designated clients, preparing business accounts and ensuring that all statutory requirements, including deadlines, are met. To effectively communicate and act on guidelines issued from HMRC and other agencies on behalf of clients.
Key Responsibilities
- To prepare/review financial statements for client businesses
- Audit of financial statements for client businesses, to include visits to client sites
- To prepare tax computations and tax returns for client businesses and individuals as required
- Maintaining a client portfolio, including quoting, fee and statutory deadline management
- Serving as clients primary contact, to deal with telephone calls and other correspondence from clients and HMRC in respect of your designated clients
- Managing appointments with clients for pre and post year end meetings
- Training and supporting junior members of staff
- Management of the accounts production workflow, as part of the office management team.
- Work with other departments and professionals such as tax specialists, to provide a comprehensive client service
- To partake in office management meetings as required
Additional Responsibilities may include any of the following:
- Tax return reviews, including personal tax, Corporation Tax and VAT
- Registration for taxes including VAT, PAYE and CIS
- Advising clients on matters relating to VAT, PAYE and CIS
- Review of payroll and CIS work for selected clients, or when required for staff absence cover.
- Handling HMRC investigations
- Advising clients on suitable on share structures and remuneration packages
- Preparing management accounts, cashflows and forecasts
- Accountant’s references for mortgage/loan applications, insurance, or other purposes
- Preparing reconstituted accounts for clients to present to potential purchasers of their businesses
- Advising clients on bookkeeping methods and improvements to existing methods
- Correspondence by letter, telephone, and email with other agencies such as banks, insurance companies, other firms of accountants, solicitors relating to client’s business and/or personal affairs
- Attending training courses relevant to your role and maintaining training records which are adequate for complying with your qualifications CPD rules.
- Attending various marketing and networking events
- Preparing and filing various statutory forms on behalf of client businesses as necessary
- Offering suitable tax saving and/or business improvement ideas
Knowledge and Experience
- Previous audit experience essential
- Qualified by examinations or experience
- Excellent communication skills, both written and verbal
- Experienced in dealing with clients in person
- IT skills; with working knowledge of Windows applications i.e, Word, Excel, Outlook, and Xero
- Be able to guide and train junior members of staff
If you are interested in this exciting role, please send your CV to Nicky Finnerty – NickyFinnerty@condymathias.co.uk.
