Accountancy Team Lead

1 month ago


Bath, Bath and North East Somerset, United Kingdom Autograph Recruitment Full time
Accountancy Practice Supervisor Role

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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