SALARY: Circa £55,000

JOB TYPE: Permanent

SECTOR: Accountancy

About you

You will be ACA/ACCA qualified, have excellent communication skills both verbal and written and demonstrate the ability to build and maintain strong client relationships, working as a reliable advisor, you’ll be able to think commercially and strategically, with the ability to solve problems and work collaboratively. Experience of working within or with the Healthcare sector, for example GP practices, would be advantageous.

Core Competencies

Client Service

  • Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Acting as a point of contact for GP Partner portfolio in the partners absence ensuring that matters are dealt with in a timely manner and that the GP Partner is aware of any outstanding queries
  • Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
  • Completing more complex accounts work for clients as required by the Partner, where it is not appropriate for the activities to be completed in the compliance centre
  • Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
  • Ensuring that all fee notes are generated and sent out in line with partner and client requirement

People & Leadership

  • Meeting with and giving full support to employees who work on your client’s work, giving support, feedback and direction as required. Ensure feedback is provided to the Partner as appropriate.
  • Providing coaching and mentoring to more junior team members
  • Leads, motivates and develops teams and creates an inclusive environment
  • Acting as a role model and living the values 

Business Development

  • Develops long term client relationships
  • Working with the partners to expand the portfolio of clients through the development of external business contacts, networks and direct contact
  • Generating new ideas and approaches to client concerns or issues
  • Actively supporting all sales, promotional, marketing and networking activities of the organisation either to current clients or targets
  • Participates in client pitches and proposals

Duties and Responsibilities

  • Maintaining a productive relationship with all clients in agreed portfolio, maintaining regular contact, completing all complex accounts work and tax issues, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Acting as a point of contact for GP Partner portfolio in the partners absence ensuring that matters are dealt with in a timely manner and that the GP Partner is aware of any outstanding queries
  • Ensuring that appropriate information is fed into the compliance team in a timely manner to ensure that the team’s work can be effectively scheduled allowing the assessment of resources and time requirements, including flexibility to deal with new clients, additional work, or busy periods
  • Monitoring the achievement of the chargeable units budget, ensuring work is completed within deadlines allocated
  • Ensuring that all fee notes are generated and sent out in line with partner and client requirement
  • Working as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing with differences.
  • Ensure work conducted to correct standard and accounts preparation is accurate and meaningful for the type of industry.  To be able to answer staff and client technical queries and make technical decisions. To have the technical knowledge to resolve client issues.
  • Providing coaching, direction, support, feedback to more junior members of the team
  • Ensuring each individual working on jobs with you is clear on expectations and timescales, is properly trained and receives constructive feedback.

 

 

To apply for this job email your details to anand@abrecruitment.co.uk

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About the author

Anand AB Recruitment