Overseeing and assisting in the ongoing update of the accounting records and the preparation of financial reports (statutory accounts, management accounts, cash flow reports and other ad hoc reporting) and tax returns (including VAT returns) to a portfolio of clients to ensure they are provided on a timely basis in compliance with client and statutory deadlines.
Co-ordinating with other departments of the firm, such as payroll and audit.
Managing key client relationships as the client lead.
Proactively communicating and coordinating with the client, to manage client expectations, ensuring that all client communication is seamless and of a high standard.
Continually evaluating and improving processes and procedures of the team, with a specific focus to embrace technology to improve efficiencies for the firm.
Reviewing the work of the other team members and providing support and training to the team.
Planning the team’s workload, managing deadlines, effectively prioritising work and ensuring sufficient staffing.
Assisting in quotations for new property outsourcing jobs as opportunities arise as well as monitoring invoicing and recoverability in services and annually reviewing pricing.
Ensuring that processes and services undertaken by the firm are conducted with a risk-managed approach and to the highest standards.
Assisting in property specific compliance requirements including options to tax and ATED returns and co-ordinating with third parties regarding capital allowances.
Gathering an understanding of the work undertaken by others in the team to provide cover / continuity of service for clients dealt with by those individuals during holiday periods etc.
Ensuring integrity and completeness of supporting information on the accounting records and on our internal document storage system, to provide a full audit trail and transparency.