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• Taking responsibility and ownership of own work and deadline management, which feeds into the budgets on compliance work, so constant communication is essential.
• Take responsibility as “Lead staff” for a small portfolio of clients, being their day-to-day point of contact and ensuring the work runs smoothly, being a key link between manager and client, and identifying additional work that can be billed.
• Preparation and review of accounts, VAT returns, and tax computations from client records, for sole traders, partnerships, and limited companies.
• Assisting clients with their financial record keeping, which is increasingly moving to Cloud-based solutions.
• Preparation of corporation tax returns, personal tax returns, capital gains tax computations, IHT, and other specific actions where necessary (additional training will be provided if needed).
• Involvement in networking and business generation under the guidance of more senior team members.
• Supporting managers and partners as part of a focused client service team, which will include responding to client queries in a professional and timely manner and assisting with ad-hoc advisory work.
• Training and mentoring junior members of the team.

• ACA/ACCA fully or part-qualified or AAT qualified.
• Experience in preparing accounts and related business tax computations.
• Strong analytical and problem-solving skills.
• Willingness to learn and consider the bigger picture.
• Proven verbal and written communication skills.
• Strong presence, quickly builds rapport and trust, and highly confidential.
• Resilient, energetic, achiever, and self-motivated.
• Organised, creative, and analytical.

• This is a full-time, permanent role, Monday to Friday, with flexible working hours and structure (37.5 hours per week).
• 23 Days Holiday + Bank holidays (increases with length of service).
• Enhanced Employer Pension Contribution, Benefits Platform, Life Assurance, Private Medical Insurance, Medical Cash Plan, Comprehensive Employee Assistance Program, and Enhanced Maternity.

If you would like to apply for this opportunity, please submit an up-to-date CV including details about your current or most recent salary and your availability/notice period. You can also call Emily Lewis on 01926 699275 for a discreet and confidential discussion about the role. Alternatively, click on the link and go to my contact information https://www.linkedin.com/in/emily-lewis-82b782133/.