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Financial Professional

2 months ago


Newton Abbot, United Kingdom TS Partners Ltd Full time
About the Role

In this dynamic position, you will oversee a diverse portfolio of clients, ensuring the quality and progress of work performed by junior team members and resolving any challenges that arise. As the primary point of contact for existing clients and assisting with onboarding new clients, you will be responsible for a broad range of tasks, including corporate and personal tax returns, advising clients face-to-face, over the phone, and via email. You will also handle account preparations for SMEs, limited companies, and sole traders, along with CIS tax & submissions, and year-end account preparations.

Key Responsibilities
  • Manage a diverse portfolio of clients, overseeing the quality and progress of work performed by junior team members.
  • Resolve challenges that arise and provide expert advice to clients.
  • Handle account preparations for SMEs, limited companies, and sole traders.
  • Assist with onboarding new clients and serve as the primary point of contact for existing clients.
  • Prepare and submit CIS tax and year-end accounts.
What We Offer
  • A supportive environment with extensive opportunities for professional growth and development.
  • Significant autonomy and responsibility within a small and friendly team.
  • Direct interaction with clients and the chance to make a real impact.
  • A competitive salary between £30,000 - £40,000, dependent on experience and qualifications.
  • A prospective cooperative style profit share.
  • A supportive and collaborative work environment.
  • Opportunities for continuous professional development.
  • The chance to work with a diverse range of clients.