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Accounts Portfolio Manager (Agriculture)

Job Title: Accounts Portfolio Manager (Agriculture)
Contract Type: Permanent
Location: Banbury
Industry:
Salary: 50000 - 50000
REF: MM07104
Contact Name: Sarah Grace
Contact Email: sarah@kateandco.com
Job Published: about 1 year ago

Job Description

  • Responding to client queries, and those from third parties (e.g. HMRC) in a timely manner.

  • Seeking to gain experience/ progress my role and those of other staff by seeking to take more advanced work from partners myself and delegating more routine work to others, thereby aiding cost-effectiveness and adding to interest/ training of all within the section.

  • Developing knowledge of clients and their businesses so as to become their point of contact on day-to-day matters.

  • Reviewing accounts and tax work performed by more junior staff). Includes corporate and unincorporated clients. Completing staff appraisal forms and ensuring minimum numbers are met. Providing feedback (good and bad!) and training as required.

  • Checking of journal adjustments and (occasionally) final accounts and D1 computations.

  • Preparation of tax returns.

  • 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.

  • Assisting partners with specific assignments- e.g. business planning, advisory and tax matters.

  • Assisting partners in controlling WIP within the section by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and raising bills/ assisting as required.

  • Ensure that section databases are current, either by checking myself or by delegation- e.g. accounts progress/ DRIVE/ Sage tax/ company accounts progress.

  • Monitoring progress against deadlines and ensuring these are met- e.g. company reporting, P11d’s, tax returns, etc

Ensuring work is planned and progressed in an efficient, timely and cost effective manner by liaising with Partners and supervising staff.