Location
Cambridgeshire | United Kingdom
Job description
The key responsibilities for this Accounts Assistant role in Cambridgeshire or Milton Keynes include:
- Planning - ensure the client is offered pre-year end tax planning, using specialist on-line tools
- Completion - ensure the client receives a consistent high level of service and that annual accounts are completed efficiently within the 30-working day period
- Finalisation & Submission - ensure the final accounts are produced to a consistent high standard and are signed and submitted correctly
- Meet with the client to review accounts, offer advice and promote other products and services on an annual basis (or more frequently if required)
- Completing VAT returns
- Completing Personal Tax
- Deal with client phone calls adhering to company guidelines
- Deal with client correspondence following company guidelines
- Ensure client is contacted according to the guidelines for their category
- Manage client complaints effectively and escalate to Pod leader or Head of compliance on same working day where appropriate
- Support the integration of new clients
- Utilise the software tools available to provide an outstanding service to your client portfolio
- Ensure your personal software certificates are achieved within agreed timescales and are kept up to date
Job tags
Salary
£25k - £35k per annum
