• Serve as the primary point of contact for a portfolio of clients.• Build relationships by understanding their needs and providing tailored financial advice.• Address client inquiries and resolve issues promptly and professionally.• Upsell and cross-sell additional services, where appropriate.• Oversee the preparation of financial statements, management accounts, and other reports in compliance with relevant standards (e.g., IFRS, GAAP).• Ensure accurate and timely… Show more • Serve as the primary point of contact for a portfolio of clients.• Build relationships by understanding their needs and providing tailored financial advice.• Address client inquiries and resolve issues promptly and professionally.• Upsell and cross-sell additional services, where appropriate.• Oversee the preparation of financial statements, management accounts, and other reports in compliance with relevant standards (e.g., IFRS, GAAP).• Ensure accurate and timely completion of statutory filings, such as VAT returns, corporation tax, and payroll submissions.• Review accounts prepared by junior staff and ensure they meet quality standards.• Supervise and mentor junior team members, including accountants and trainees.• Allocate work to team members, monitor progress, and ensure deadlines are met.• Conduct training sessions or provide guidance on technical accounting issues.• Review and approve work completed by the team to ensure accuracy and compliance.• Manage the onboarding process for new clients, ensuring a smooth transition into the practice.• Gather necessary information, set up systems, and introduce clients to relevant team members.• Use and promote the use of accounting software and tools (e.g., Xero, QuickBooks, Sage) to streamline processes.• Strong knowledge of accounting principles, tax regulations, and financial reporting standards.• Excellent communication and interpersonal skills to manage client relationships.• Leadership and team management abilities.• Proficiency in accounting software and office tools. Show less

Financial Reporting:Creating balance sheets, income statements, and cash flow statements.Ensuring timely and accurate financial reporting to Directors/Shareholders. Comparing actual results with budgeted figures and explaining variances.Payroll:Verification and audit of monthly payroll record includes:Accurate time keepingCompensation packages as per employment contract Data import from scheduling system to payroll software Starters and leavers are… Show more Financial Reporting:Creating balance sheets, income statements, and cash flow statements.Ensuring timely and accurate financial reporting to Directors/Shareholders. Comparing actual results with budgeted figures and explaining variances.Payroll:Verification and audit of monthly payroll record includes:Accurate time keepingCompensation packages as per employment contract Data import from scheduling system to payroll software Starters and leavers are reported as per their joining/leaving dateAccurate reporting of Holiday Pay, SSP, bonuses & allowances.Employee maintenance records are up to date. (Personal details, RTW, Visa Status)GDPR must be adhered to when sharing employee information with ref agencies/authorities/banking partners. Advising payroll team on employment laws, dealing with HMRC InquiriesTimely execution of payroll payment with accuracyEnsuring timely filing of payroll/pension reports Compliance and Audit:Ensuring compliance with HMRC, Banking Partners, SIA authority and other industry regulators/assessorsSetting up commercial accounts with banking partnersAccounts Payable and Receivable ManagementOverseeing the process of paying suppliers, ensuring accuracy and timeliness.Advising AP/AR on payments terms, negotiating with suppliers/customers to maintain cashflow.TaxationLiaising with external accountants to ensure timely filing of tax returns. Advising on tax-efficient business strategies and practices.Cash Flow ManagementMonitoring cash flow to ensure the company has sufficient liquidity.Drafting basic ROI’s reports for short-term investment decisions.Team Management and DevelopmentLeading and managing the accounts team, ensuring efficient workflow and accuracy.Providing ongoing training and professional development for accounting staff.Implementing and maintaining accounting/payroll software and systems.Continuously improving accounting processes for efficiency and accuracy. Show less