Aims and purpose of the job

To provide accountancy and corporation tax services to a range of business enterprises.

To assist with delivering high quality, compliant and efficient services to both clients and staff through excellent customer service, communication and in the implementation of systems and processes.

Generic role duties to include:

1. To prepare and complete financial statements for a range of business enterprises, including preparation and completion of corporation tax computations.

2. To plan, manage and prioritise your own workflow, budgets, and productivity to ensure targets and deadlines are met.

3. To aim to carry out all work efficiently with a recovery of at least 95% in line with the firm’s objective.

4. To work efficiently and effectively to ensure that minimal adjustments are needed post accounts manager review, working with a proactive approach to clear queries with clients ahead of meetings.

5. To liaise with other teams within the firm to ensure a joined-up approach is adopted to work where applicable. To work with personal tax, payroll, VAT/tax specialists, the financial services team and other departments when necessary to identify planning opportunities, advice and key communication points for Fee Earners ahead of meetings.

6. To deal with clients in a professional and courteous manner and ensure that their data, information and records are secure at all times, adhering to GDPR legislation.

7. To work with clients and their bookkeepers/financial controllers to assist them with their roles throughout the year. To liaise with businesses to ensure tax planning opportunities are identified, and cut-off is measured accurately in the lead up to year ends.

8. To use and comply with business systems and processes such as APS, Virtual Cabinet, Xero, Digita, Quickbooks, and Sage.

9. To carry out all work within a four-week turnaround period, where appropriate.

10. To assist with training junior members of staff, overseeing their responsibilities and assisting with their development.

11. To assist the manager and supervisor with mentoring junior staff members, including reviewing VAT returns and signing off account approach and budgets.

12. To work closely with other members of the team on specialist projects as and when required.

13. To ensure there is clear communication with your line manager and other team members on work being carried out, updating workflow records in a timely and accurate manner.

14. To help your line manager identify ways to improve and develop the department.

15. To deal with all communications in a timely manner and ensure they are of a high professional standard.

16. To take full responsibility for all work and tasks assigned to you.

17. To monitor non-chargeable time, ensuring this is minimal and unless otherwise agreed no more than 5%.

Central duties

18. To represent the business when required to ensure positive links, relations and networks.

19. To show a commitment to equality, diversity, and inclusion (EDI).

20. To undertake personal development necessary to ensure effective performance in the role.

21. To participate in relevant and appropriate training and development as required.

22. To demonstrate the David Allen values of ambition, professionalism, knowledge, integrity, and respect in the work you do and during your appointment.