Partners Assistant

Job Description

Working closely to the Partner in delivering a first class service to our clients and managing varied portfolios. This role is responsible for delivering excellent account management support to the partners and the team, building strong relationships through written and verbal communication and ensuring efficient administration of accountancy and maintenance of accurate database records

Main Responsibilities

·         Reviewing clients files and portfolios

·         Giving tax advice, so good all round tax knowledge required, including income, corporate and capital tax

·         Meeting clients and utilising good client handling skills

·         Ensuring files are correct prior to meetings and that all information has been handed over to the partner

·         Undertaking ad-hoc specialist work

·         Managing junior staff and delegating work and assisting with training and development

·         Working under pressure and to tight deadlines

·         Experience in audit work

·         Ability to cover for partner as and when required

·         Dealing with everyday correspondence and E Mails.

·         Participate in business development activities

 

Skills Required

·         The successful candidate will be ACCA/ACA qualified, with at least 3 years post qualified experience

·         Experience of working in practice advantageous, with experience of accounts preparation, business and corporate tax and ideally personal tax

·         Accounts preparation experience gained from within a fast-paced accountancy practice environment

·         Experience in acquisition and sales of businesses

·         Strong Computer and Spreadsheet Skills

·         The ability to work paperless

·         Knowledge of accounting software such as Sage, Quickbook or Xero, as well as accounts production software such as CCH

·         Ability to show initiative and work within a team.

·         Ability to build good client relationships

·         Excellent communication and interpersonal skills that enable you to build rapport with people at various levels

·         Strong organisational skills and the ability to manage own workload in a timely manner while all the time ensuring we exceed client expectations