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Location:
Ferndown
Salary:
Hidden
Recruiter:
Talent Guardian
Job Hours:
Full-time
Talent Guardian is partnering with a top accountancy firm in Ferndown to find an experienced and dedicated Tax Assistant for an 18 months FTC.
In this client-facing role, you will be the primary point of contact for a portfolio of clients, ensuring the delivery of exceptional service and maintaining strong client relationships.
Key Responsibilities: Efficiently manage a portfolio of clients, ensuring timely completion of all tasks in line with group timelines and procedures.
Act as the main contact for clients, peers, and the wider team, coordinating all required services and maintaining high standards of client satisfaction.
Monitor and manage budgets, chargeable hours, and recoverability for the client portfolio.
Meet monthly billing targets and control work in progress and debtors, working closely with the credit controller.
Conduct annual and regular reviews with clients to assess fees, service offerings, and tax planning needs, ensuring all client requirements are met.
Utilise appropriate software and delegate tasks to improve efficiency, while organising and monitoring workflow to keep the team working at optimal levels.
Motivate, mentor, and encourage team members, ensuring they reach their full potential and deliver the required client service.
Uphold the firm's ethics, culture, and values, providing weekly reports to senior management based on key performance indicators and critical success factors.
Attend networking activities to build and maintain strong client relationships, while actively seeking to understand and meet the broader needs of clients.
Qualifications: ATT or CTA or QBA or part qualified Apply today
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