Delivery of quality client work, managing client expectations and helping to drive growth and commercial management of the outsourcing portfolio. .

Client Details

A well known Top 10 firm with national presence.

Description

• Be the day-to-day contact for your allocated portfolio
• Plan delivery of work on your own portfolio; plan bookings and prepare high-quality files for manager review
• Liaise with client to resolve queries before submitting accounts to manager for review
• Where applicable, manage the work of more junior team members on your portfolio, including briefings and monitoring of performance to ensure completion of the job
• Proactively analyse client data to highlight any issues, opportunities both compliance and business related
• Monitor and review client financial data, present ideas and make recommendations
• Work as part of a team to ensure clients are provided with excellent service
• Be proactive in seeking support from peers and managers when faced with more complex issues
• Ensure compliance with our streams policies and procedures
• Understands WIP, scope, fees and project negotiations
• Complete the client-take-on procedures for new clients, to include preparing engagement letters for manager and partner review
• Attend client meetings with the Partner/Manager to develop your client relationships and provide advice as part of the client team

Profile

• Qualified Accountant (ACCA/ACA) or equivalent experience
• Solid accountancy experience required
• Strong communication skills
• Desire to advise clients and add value
• Excellent knowledge of Microsoft Office especially Excel.
• Excellent knowledge of accounting packages including Xero, QBO
• Experience of working collaboratively in a team to deliver projects

Job Offer

• Salary between £40,000-£44,000 DOE
• Wealth of competitive benefits
• Progression opportunities
• Multiple office locations