Investment Analyst jobs in United Kingdom

This is a team role accountable for managing and servicing a portfolio of clients and managing / supervising a team.

• Liaising with clients to build relationships and ensure the client’s needs and statutory deadlines are delivered smoothly. Proving client advice in an accurate, appropriate and timely manner
• Producing monthly/quarterly management accounts and annual accounts, using the various software packages (QuickBooks, Sage, KashFlow, Xero etc.)
• Producing and submitting VAT returns, Corporation Tax returns and SATR
• Liaising with the team to ensure other client services, for example, payroll and annual returns are completed

• Support in managing the workload of the Wolverhampton office to ensure workload planning is efficient and effective across the team
• Reviewing the work of team members and coaching them where appropriate to ensure client work delivered is accurate and timely
• Acting as a sounding board for team members in a mentoring, coaching and training capacity

• Undertaking meetings with potential new clients to understand their needs and to provide advice and fee proposals
• Signing up new clients and ensuring they are set up and registered in line with company procedures
• Liaising with team members where appropriate to introduce them to the client and establish the work responsibility

• Update and completion of client time
• Ensuring all software is maintained with all reports, documents and client working papers and correspondence
• Working with the Practice Administrator to ensure the smooth running of the business where appropriate

• Ensuring clients are invoiced promptly in accordance with work carried out

• Liaising with the team and outsourced services where required
• Attending team meetings, training courses and technical updates where required
• Actively and positively promoting the TaxAssist Brand at all times
• Attending network events where necessary to promote the business and increase leads / new clients
• Ad hoc tasks as required by the business

• Qualified Accountant with experience in an accountancy practice
• Experience in managing a portfolio of clients and managing team members to ensure workload and client deadlines are met, and the standard of delivery remains excellent
• Experienced in accounts preparation, tax, PAYE and VAT etc.
• Ability to work to deadlines and demonstrate flexibility
• Ability to manage own workload and work both independently and as part of the team
• Experience of supervising and managing team members and their work
• Confidence in using a range of software packages and taking on board new software tools
• Strong attention to detail and ability to process information accurately
• Strong communication skills and professional at all times with clients and colleagues
• Proactive in the role and demonstrates effective follow through to completion of the task
• Positive attitude and commitment