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- Job Title: Qualified Accounts Senior
- Job Reference: AS1212488BanQAS
- Location: Banbury, Oxfordshire, United Kingdom
- Salary: £35000.00 to £45000.00
Purpose of the Role
To provide a high-quality service to clients in designated section and to contribute to the development of the practice under minimal supervision.
Responsibilities
- Prepare client accounts and tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines, finalise paperwork for dispatch to client and H M Revenue & Customs
- Liaise with clients to obtain relevant information for their accounts, acting in a proactive way and ensuring attention to details and effective questioning of client
- Working with Managers to develop knowledge of clients and their businesses so as to become their point of contact on day-to-day matters
- Assist the Partners and Managers with tax planning for existing and potential clients, adding value to our clients’ businesses and individual wealth.
- Support of partners and managers with specific assignments- e.g. business planning, advisory and tax matters
- Seek to identify business and personal tax planning opportunities, drawing to attention of partners/ client as appropriate. Preparation of necessary reports/ computations etc, liaising with other professional advisers as required.
- Monitor own job quality and quantity in line with agreed budgets, meeting these targets and exceeding where possible
- Record own chargeable time and ensure maximum recovery
- Support trainees by providing on the job coaching
- Attend courses that are appropriate to job role
- Use appropriate support networks to clarify knowledge on complex queries such as CCH or software vendors
- Book-keeping, ledger maintenance, supplier maintenance and management accounts, as and when required
- Prepare client tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines in line with the firms’ standards
- Assisting clients with accounts software and other book-keeping queries as required
- Involvement in client seminars including attendance and set up where required
- Assist the Partner and manager in taking responsibility for the proactive promotion of the Firm in conjunction with the marketing department
- Generation and referral of leads to Ellacotts Wealth Planning Limited
Critical Skills Required:
- Ability to complete accounts files accurately and efficiently
- Ability to complete personal tax returns accurately and efficiently
- Strong computer literacy
- Strong active listening skills
- Excellent problem resolutions skills and idea generation ability
Critical Knowledge Required:
- In depth accounts prep Knowledge
- Knowledge of Accounting systems including, CCH, Xero, Sage line 50, Farmplan and other software as required. Knowledge of their uses and benefits
Qualifications Required
Essential: ACA or ACCA qualified
Desirable: Degree or equivalent experience
Experience Required
Essential: Minimum of 2 years proven accounts experience within a practice environment
Desirable: Experience with cloud accounting software such as Xero. Rural business services experience
Personal Qualities
- Strong presence
- Excellent communication skills
- Quickly builds rapport and trust
- Highly confidential
- Good networker
- Attention to detail
- Resilient and energetic
- Achiever and self-motivated
- Organised
- Creative
- Analytical – quick thinker
Job Requirements
- Live within commuting distance of Banbury
- Work outside normal hours as required