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Client Financial Specialist

2 months ago

Deeside, Flintshire, United Kingdom Accomplish Today Full time

Become an integral part of Accomplish Today as a Client Financial Specialist, where you will play a vital role in overseeing and advising a varied client portfolio. We seek an individual with a robust background in 'contractor financial management' to contribute their knowledge and skills.

Key Qualifications:

  • Strong interpersonal skills to foster relationships with clients and team members
  • Commitment to providing exceptional client service
  • Meticulous attention to detail and a solid grasp of financial principles
  • Team-oriented approach to effectively engage with clients and colleagues
  • Proactive and driven to meet objectives
  • Positive demeanor and a sense of accountability in all tasks

Core Responsibilities:

  • Oversee a diverse range of client accounts
  • Engage professionally with clients through various communication channels
  • Prioritize delivering outstanding client service
  • Educate clients on the use of financial management tools
  • Provide strategic tax planning and advisory services
  • Evaluate and authorize financial reports for client submission
  • Prepare self-assessment tax documents for client review

Candidate Profile:

  • Aspiring and career-oriented professional