Purpose of the Role

To provide a high quality service to clients in designated section and to contribute to the development of the practice under minimal supervision.

Responsibilities

• Prepare client accounts, tax, or VAT based work from information supplied by client to the required standards
• Identify points for Partner to raise with clients and to raise potential areas for additional services including added value services and advice
• Finalise paperwork for dispatch to clients and HMRC in a timely manner meeting required deadlines and quality
• Liaise with clients to obtain relevant information for their accounts, acting in a proactive way and ensuring attention to details and effective questioning of client
• Support trainees by providing on the job coaching
• Use appropriate support networks to clarify knowledge on complex queries such as CCH or software vendors
• Book-keeping, ledger maintenance, supplier maintenance and management accounts, as and when required
• Prepare client tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines in line with the firms standards.
• Assisting clients with accounts software and other book-keeping queries as required.
• Involvement in networking and business generation under the guidance of more senior team members.