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Accounts Portfolio Manager

Job Title: Accounts Portfolio Manager
Contract Type: Permanent
Location: Banbury
Industry:
Salary: 50000 - 50000
REF: MM07102
Contact Name: Sarah Grace
Contact Email: sarah@kateandco.com
Job Published: about 1 year ago

Job Description

To plan, organise, lead and control the work of the Business and Tax Services department.  To provide a cost-effective, timely, quality service to the client, so as to maximise contribution for the firm.  To contribute to overall practice development.

  • Assisting partners with specific assignments- e.g. business planning, advisory and tax matters.
  • Seeking to identify business and personal tax planning opportunities, VAT issues, NIC issues, business planning points, etc as part of the review process. Drawing to attention of partners/ client as appropriate. Preparation of necessary reports/ computations etc, liaising with other professional advisers as required.
  • Ensuring work is planned and progressed in an efficient, timely and cost effective manner by liaising with Partners and supervising staff.
  • Reviewing accounts and tax work performed by more junior staff. Includes corporate and unincorporated clients. Completing staff appraisal forms and ensuring performance targets are met. Providing feedback and training as required.
  • Be an integral part of the team with regard to practice development and acquiring new clients
  • Responding to client queries, and those from third parties (e.g. HMRC) in a timely manner.
  • Assisting partners in controlling WIP within the department by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and leading the billing process.
  • Monitoring progress against deadlines and ensuring these are met- e.g. company reporting, P11d’s, tax returns, etc
  • To gain experience and progress the role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others, thereby aiding cost-effectiveness and adding to interest and training of all within the department.
  • Developing knowledge of clients and their businesses so as to become their point of contact on day-to-day matters.
  • Ensure that department databases are current, either by checking or by delegation via CCH or other software.
  • Checking of journal adjustments and final accounts and tax computations.