Accountancy Team Lead
1 month ago
Autograph Recruitment is delighted to be working with a highly successful and progressive Practice Accountants based in Bath. The company offers clear career progression and the space to grow in a dynamic team.
- Conduct initial file reviews for the managerial team to ensure a high-quality and complete file is provided for final manager review.
- Take ownership of assignments given, ensuring timely review and interjection where the team below may need help and support to provide timely delivery.
- Ensure all accounts and tax returns are filed with the relevant authorities on time for your portfolio and assist with the monitoring of filing deadlines within your team.
- Complete ownership of your own time and work with effective reporting and communication with your managers.
- Help managers with their clients, picking up value-add potential on clients when in contact with them.
- Take advisory work off managers and liaise with clients on a manager's behalf.
- Start to build a client portfolio where you become the principle contact for that client.
- Review AML documentation prepared by junior staff and co-ordinate the completion of AML documentation for new clients.
- Complete complex VAT returns for review as well as initial review and compliance matters with clients on more straightforward VAT returns.
- Respond to client queries promptly, dealing with accounts matters themselves.
- Draft communications for the management team on ad-hoc/advice matters.
- Prepare external communications and liaise with the Manager/Partner on matters containing advice.
- Liaise with clients and HMRC on tax and advice matters.
- Plan assignments in accordance with the firm's procedures, review budgets to ensure they are realistic in terms of costs and time allocated in the planner.
- Start representing the firm externally at networking events and build relationships.
- Participate in working groups within the firm to develop and direct training needs within the firm. Maintain your technical knowledge through CPD.
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