My Client a Chartered Accountancy Practice requires a Partners Personal Assistant
Be responsible for overseeing the partner’s client portfolio to ensure that the firm’s filing obligation for clients are undertaken on a timely basis. These include; personal tax, VAT, bookkeeping preparation (relating to Companies, Partnerships, LLP’s and sole traders), completion of personal and partnership tax returns, PllD returns as well as any other special assignments and/or ad-hoc projects as required by the partner.
Being able to undertake fee proposals for new clients and identify selling opportunities.
Being able to meet prospective clients and also pick up new enquiries that are received.
Undertake tax planning for both personal and corporate clients.
Be able to write reports and memos in respect of tax advice that will need to be provided to clients.
Be able to review business plans and forecasts to support immigration applications.
Undertaking final review of accounts and discussing with clients.
Undertaking review of tax returns and discussing with clients.
Approving client packs for secretary to publish to clients.
Undertaking presentations locally and at international conferences / networking events.
Identify risk matters
Be self-motivated, able to work to tight deadlines, and have excellent interpersonal and supervisory skills.
Communicating and meeting with clients as and when required.
Ability to undertake work independently and bring new ideas to the practice