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This is an exciting opportunity for an Assistant Manager to develop a long-term career with a growing financial and professional services business who provide services to individuals, family trusts, professional intermediaries, charities, and businesses.
In the role you will provide the following: -
Ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaising with Clients, Partners, and other internal staff where appropriate to ensure all are kept up to date with relevant issues.
Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients business and impact on their work. Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments
Business/Practice Development - preparation of proposals for new work, and development of opportunities for the business with current clients.
Assisting to embed new clients into the business and within the client and staff portfolio, including work schedules.
Training and development supervising junior staff members and ensuring feedback is given to staff on a timely basis.
Ensuring appropriate in-house & on-the job training received personally.
Attend to preparation of fee notes and fee covering letter for clients, in terms of the Business Outsourcing Services billing policy, for review by the relevant Associate Director, Director or Partner.
Assisting the Managers with cash collection of outstanding debtors for clients in the portfolio in accordance with the Business Outsourcing Services cash collection policy.
Review and prepare monthly and quarterly Management accounts & related files.
Prepare and review unaudited statutory accounts & related files.
Review iXBRL tagged accounts once prepared by members of the team.
Ensure work performed by members in our team is in accordance with the processes and procedure manuals in place for the various services.
Support managers within the team with various administrative tasks and projects that arise from time to time.
QUALIFICATIONS & Qualifications
Strong academic history.
Qualified accountant (ACA, CA, ACCA) or qualified by experience.
To ensure work undertaken by you and your team are correct.
Details - attention to detail is imperative for the smooth running of the workflow and portfolio.
Judgement - be able to assess a situation and reach a suitable conclusion based on the information available, both in terms of clients and staff.
Focus on Customer - develop relationships and gain confidence of client. Respond to client emails on a timely basis. Ensuring clients expectations are exceeded, by always providing a first-class service.
Use of IT proficient user of Sage, QuickBooks On-line, Xero and Microsoft Office packages or ability to get up to speed on the software, as required