Partners Assistant

  • Location

    Newton Abbot

  • Sector:

    Accountant Practice

  • Job type:


  • Job ref:

    PA 0621

  • Published:

    25 days ago

  • Expiry date:


  • Client:


Main Responsibilities

  • Reviewing clients files and portfolios
  • Giving tax advice, so good all round tax knowledge required, including income, corporate and capital tax
  • Meeting clients and utilising good client handling skills
  • Ensuring files are correct prior to meetings and that all information has been handed over to the partner
  • Undertaking ad-hoc specialist work
  • Managing junior staff and delegating work and assisting with training and development
  • Working under pressure and to tight deadlines
  • Experience in audit work
  • Ability to cover for partner as and when required
  • Dealing with everyday correspondence and E Mails.
  • Participate in business development activities

Skills Required

  • The successful candidate will be ACCA/ACA qualified, with at least 3 years post qualified experience 
  • Experience of working in practice advantageous, with experience of accounts preparation, business and corporate tax and ideally personal tax
  • Accounts preparation experience gained from within a fast-paced accountancy practice environment
  • Experience in acquisition and sales of businesses
  • Strong Computer and Spreadsheet Skills
  • The ability to work paperless
  • Knowledge of accounting software such as Sage, Quickbook or Xero, as well as accounts production software such as CCH
  • Ability to show initiative and work within a team. 
  • Ability to build good client relationships
  • Excellent communication and interpersonal skills that enable you to build rapport with people at various levels
  • Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations