Senior Associates

1 month ago

Swindon, United Kingdom A&B Recruitment Full time

You will be AAT4, ACA/ACCA, part qualified or qualified by experience, 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

  • Develops strong client relationships
  • Produces high quality client deliverables within planned timescales
  • Understands our business model and job economics
  • Takes responsibility for risk processes such as KYC and engagement letters
  • Engages and inputs into the development of ways to add value to clients
  • Meet team specific performance targets, such as chargeable hours and job budgets

Business Development

  • Proactively contributes to business development (eg activity on social media, spotting opportunities with existing clients to cross refer)
  • Continues to grow internal network
  • Continues to develop external network

Knowledge Acquisition

  • Continues to develop technical skills and knowledge
  • Starts building sector / specialism knowledge
  • Identifies and attends relevant courses

People and Leadership

  • Behaves in accordance with the company values
  • Supports new teams members
  • Proactively supports the development of colleagues
  • Acts as an effective mentor/buddy
  • Gives ongoing and timely feedback to team members
  • Continues to develop personal brand

Specific Duties and Responsibilities.

Ensuring that clients receive an appropriate level of service to meet their business needs by:

  • Analysing, interpreting and auditing the range of data supplied by clients, checking for any missing information and conducting detailed investigations to determine anything that does not tally or has been incorrectly recorded or processed, resolving the matter in the most appropriate manner
  • Working with the department manager, plan and prioritise work according to client and partner needs, deadlines and requirements providing information for billing purposes
  • Producing draft year end and management accounts from a wide variety of data with clear neat working papers to reflect the accounts produced and ensuring clear cross-referencing
  • Completing basic tax computations
  • Completing detailed schedules for each set of accounts to ensure the analysis is correct and logical as required
  • Identify any problems with information provided by the client and discuss with the client accordingly
  • Composing correspondence to clients, tax office, registrar of companies and others
  • Produce accounts/tables/schedules/letter to expected standards using Word, IRIS, and Excel
  • Maintaining a productive relationship with key clients, maintaining regular contact, dealing with any specific queries or problems using available specialist skills and knowledge as required
  • Providing coaching, feedback and support to less experienced members of the team, using knowledge and experience to suggest different approaches that could be taken
  • Delegating work to less experienced 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.
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