M+A Partners
Accounts and Tax Assistant Manager
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M+A Partners
M+A Partners is a forward-looking firm of Chartered Accountants, Tax Specialists and Business Advisers. Our vision is to be the firm of choice, by enabling our team to fulfil their potential and deliver exceptional client service.
The Role
This role is to manage a mixed portfolio of accounts and tax clients, from individuals through to corporate clients and owner managed businesses and to assist with managing the team. We are looking for a proactive team player who enjoys building client relationships, solving problems, and helping deliver excellent accounts and tax services.
Qualifications
ACA or ACCA qualified (minimum); CTA highly desirable.
Experience
- Experience managing a client portfolio is desirable; however, this role would also suit an individual looking to progress into managing their own portfolio;
- Excellent organisational skills, with the ability to manage a broad portfolio of clients and meet competing deadlines;
- Proven experience managing and prioritising workloads effectively;
- Strong team-working skills, with the ability to collaborate effectively and adapt to changing priorities;
- A good working knowledge of Microsoft Excel is essential;
- Experience using CaseWare, Sage, QuickBooks Online, or Xero would be advantageous; however, full training will be provided;
- Experience supervising, reviewing, and supporting the work of junior team members; and
- A minimum of one year’s post-qualification experience within a practice environment is essential.
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Responsibilities
- Preparing and reviewing statutory accounts, finalising the statutory accounts and submitting to Companies House;
- Speaking to and advising clients and preparing the client’s file ahead of any meetings scheduled with the Partner;
- Responsible for the day-to-day management of clients, this includes dealing with client enquiries and assisting the Partner with future planning and queries as required;
- Responsible for quoting fees, billing, raising invoices and WIP (Work In Progress);
- Preparing and reviewing VAT returns;
- Preparing and reviewing corporation tax returns, including their submission to HMRC;
- Preparing and reviewing self-assessment personal tax returns;
- Support in business development initiatives, networking events and marketing the firms’ services;
- Involved in new client meetings and supporting the onboarding process;
- Reviewing work completed by wider team members; and
- Supporting junior colleagues, delegating work and helping them with complex queries.
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Benefits
- Competitive salary and benefits package;
- Opportunity for progression within the firm; and
- A split between home and office working is an option, with agreement of the management team.
For the right candidate there is the opportunity for further training and qualifications.
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