Job Description

KEY RESPONSIBILITIES

Delighting clients and internal stakeholders

Delivering outstanding customer service
Responding to client, manager and director concerns promptly in an effective and professional manner with minimal input from Manager/Director
Taking pride in the quality and delivery of client work

Helping develop the BW Tax business

Support Manager/Director in existing client relationships and play a key role in maintaining these relationships
To proactively identify added value items for the client and highlight to Manager/Director as appropriate
Seeking new business opportunities and referring these to Manager/Director

Delivering all the services you would expect from a part/newly qualified Accountant

Client relationship

At the direction of the Manager/Director, to oversee a small number of clients including managing work flow, preparation, review and meeting statutory deadlines
To advise clients on basic accounting and tax matters

Service delivery

To efficiently prepare the following to a good standard ready for Manager/Director review:
- Statutory year end accounts and personal/corporation tax returns
- Preparation and submission of VAT returns using Xero
To efficiently plan jobs for preparation for self or trainees/technicians
To deal with client requests relating to HMRC, PAYE and VAT matters with minimal input from Manager
Oversee the maintenance of bookkeeping records for clients using Xero including assistance with day to day queries, any significant issues, software matters etc

Team relationship

To proactively provide appropriate training and supervision to trainees/technicians
To assist Manager and Director on adhoc tasks related to clients and the business

TECHNICAL SKILLS/KNOWLEDGE

ACA/ACCA/CTA Newly/Part-qualified, or suitably demonstrated qualification by experience may be considered, where appropriate.
Experience in preparing accounts for unincorporated/incorporated businesses
Experience of training and supervision of more junior team members
Ability to use/learn software and systems operated in the business as appropriate
Attend courses (internal and external) to aid you on the capacity to fulfil your role
Good knowledge of corporation tax, income tax and VAT and the impact on accounts and client’s overall affairs
iXBRL tagging, reviewing and submitting to HMRC of relevant documentation
Good knowledge of the statutory and technical aspects concerning a set of limited company accounts
Good knowledge of main accounting systems in the market place (eg Xero, Quickbooks. Sage etc) in order to assist and advise clients accordingly
Ability to work to deadlines and to be flexible as regards the hours and assignments worked
Ability to prioritise own workload
Able to oversee a small number of clients and be responsible for the day to day management of their affairs on behalf of the designated Manager
Ability to communicate openly and build up excellent relationships with clients
To prepare budgets for assignments at planning stage and update for actual, with explanations of variances arising

ATTRIBUTES

Job