Partners Assistant

Quest Recruitment Ltd; Highweek; On-site; GBP 35,000 - 45,000; Full time

Job summary

A recruitment firm in the UK is looking for a qualified accountant to deliver account management support, build client relationships, and provide tax advice. The ideal candidate will have at least 3 years of post-qualification experience and be proficient in accounting software like Sage and Xero. Strong communication and organizational skills are essential. This role demands a proactive approach to client interactions and the ability to manage workloads effectively while exceeding client expectations.

Qualifications

• At least 3 years of post-qualification experience.
• Experience in accounts preparation and corporate tax is advantageous.
• Ability to manage junior staff and assist in training.

Responsibilities

• Review client files and portfolios.
• Give tax advice including income, corporate, and capital tax.
• Manage junior staff and delegate work.

Skills

ACCA/ACA qualified

3+ years post qualified experience

Good client handling skills

Strong computer and spreadsheet skills

Knowledge of accounting software

Excellent communication skills

Strong organizational skills

Education

ACCA/ACA qualification

Tools

Sage

Quickbook

Xero

CCH

Job description

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

Main Responsibilities

• Reviewingclientsfilesandportfolios
• Givingtax advice, so good all round tax knowledge required, includingincome,corporateandcapitaltax
• Meetingclientsandutilisinggoodclienthandlingskills
• Ensuring filesare correct prior to meetings and that all information hasbeenhanded overtothepartner
• Managingjunior staff and delegating work and assisting with training anddevelopment
• Abilitytocoverforpartnerasandwhenrequired
• DealingwitheverydaycorrespondenceandEMails.
• Participateinbusinessdevelopmentactivities

Skills Required

• The successfulcandidate will be ACCA/ACA qualified, with at least 3 years post qualified experience
• Experienceof working in practice advantageous, with experience of accounts preparation, businessand corporate tax and ideally personal tax
• Accounts preparationexperience gained from within a fast-paced accountancy practice environment
• Experiencein acquisition and sales of businesses
• Strong Computerand Spreadsheet Skills
• The abilityto work paperless
• Knowledgeof accounting software such as Sage, Quickbook or Xero, as well as accounts productionsoftware such as CCH
• Ability to show initiative and work within a team.
• Ability tobuild good client relationships
• Excellentcommunication and interpersonal skills that enable you to build rapport withpeople at various levels
• Strongorganisational skills and the ability to manage own workload in a timely mannerwhile all the time ensuring we exceed client expectations