Purpose
We are Chartered Accountants and Business Advisors focused on designing and building better (financial) futures for our clients, their businesses and their families. We are independent and provide tax planning and business consultancy services from our office at Kings Hill near West Malling in Kent.
Our traditional core client groups are:
- Owner managers
- Bankers, Hedge Fund managers and City professionals
- Property investors
- International clients
We help our clients to:
- understand their current circumstances
- define their priorities and objectives
- develop specific implementation strategies
- create a sense of financial wellbeing
We provide our employees with:
- Engaging work with
- Clearly defined objectives
- The freedom and autonomy to plan your own workload
- Varied types of work
- A diverse, interesting and high-quality client base
- Regular feedback
- The opportunity to help others (including our clients and our team) achieve their objectives
- Outstanding personal and professional development so that they are in a better position to make a difference to their future careers and to our clients. This includes
- Skills
- Connections
- Qualifications
- Resources
- A positive and collaborative working environment
We expect our team to:
- Act with honesty, integrity and professionalism
- Demonstrate a positive attitude and mindset
- Be accountable for their own performance
- Take responsibility for personal and professional development and growth
The role
The key responsibilities of the role are as follows:
- Deal with all aspects of client “onboarding” including:
- AML / KYC
- Identity checks and address verification / CreditSafe
- Loading client information and “jobs” on to IRIS
- Obtaining client consent to subscribe for newsletters / blogs etc
- Risk questionnaires
- Engagement letters
- Invoicing
- Checklists
- Driving automation of the onboarding process
- Support with general Office Management responsibilities
- Management of the team diary, meetings and social events
- Managing relationships with key suppliers eg training bodies, web site providers, fee protection / PI insurers, Landlord,
- Preparation of management accounts, budgets and forecasts, statutory accounts and supporting tax computations for a portfolio of owner managers clients
- Bookkeeping support for a portfolio of clients
- Monitoring the timely preparation and filing of VAT returns for a portfolio of clients
- Preparation of personal and corporate tax returns
- Support and assistance to the Payroll team from time to time
- Preparation and submission of Annual Confirmation Statements (and other Companies House compliance reporting)
- Support the Practice Manager in
- preparing workflow planning reports
- analysing time / cost records
- Contributing to writing blogs for the website and content for social media periodically
- Coordinate regular AML training for the team
- Handling, distribution and scanning on incoming post
The candidate
The ideal candidate will be:
- Highly motivated and a self-starter
- Intellectually curious
- enthusiastic to grow personally and professionally
- passionate about service excellence
- attention to detail
- Able to work independently with limited supervision
- Confident communicating with clients and colleagues
- Meeting reporting deadlines
- A problem solver
- Hands on
- Confident with a diverse group of clients
- Analytical with good spreadsheet and data analysis skills
