Purpose of the Role To provide a high-quality service to clients in designated section and to contribute to the development of the practice under minimal supervision. Responsibilities • Prepare client accounts and tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines, finalise paperwork for dispatch to client and H M Revenue & Customs • Liaise with clients to obtain relevant information for their accounts, acting in a proactive way and ensuring attention to details and effective questioning of client • Working with Managers to develop knowledge of clients and their businesses so as to become their point of contact on day-to-day matters • Assist the Partners and Managers with tax planning for existing and potential clients, adding value to our clients’ businesses and individual wealth. • Support of partners and managers with specific assignments- e.g. business planning, advisory and tax matters • Seek to identify business and personal tax planning opportunities, drawing to attention of partners/ client as appropriate. Preparation of necessary reports/ computations etc, liaising with other professional advisers as required. • Monitor own job quality and quantity in line with agreed budgets, meeting these targets and exceeding where possible • Record own chargeable time and ensure maximum recovery • Support trainees by providing on the job coaching • Attend courses that are appropriate to job role • Use appropriate support networks to clarify knowledge on complex queries such as CCH or software vendors • Book-keeping, ledger maintenance, supplier maintenance and management accounts, as and when required • Prepare client tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines in line with the firms’ standards • Assisting clients with accounts software and other book-keeping queries as required • Involvement in client seminars including attendance and set up where required • Assist the Partner and manager in taking responsibility for the proactive promotion of the Firm in conjunction with the marketing department • Generation and referral of leads to Ellacotts Wealth Planning Limited Critical Skills Required: • Ability to complete accounts files accurately and efficiently • Ability to complete personal tax returns accurately and efficiently • Strong computer literacy • Strong active listening skills • Excellent problem resolutions skills and idea generation ability Critical Knowledge Required: • In depth accounts prep Knowledge • Knowledge of Accounting systems including, CCH, Xero, Sage line 50, Farmplan and other software as required. Knowledge of their uses and benefits Qualifications Required Essential: ACA or ACCA qualified Desirable: Degree or equivalent experience Experience Required Essential: Minimum of 2 years proven accounts experience within a practice environment Desirable: Experience with cloud accounting software such as Xero. Rural business services experience Personal Qualities • Strong presence • Excellent communication skills • Quickly builds rapport and trust • Highly confidential • Good networker • Attention to detail • Resilient and energetic • Achiever and self-motivated • Organised • Creative • Analytical – quick thinker Job Requirements • Live within commuting distance of Banbury • Work outside normal hours as required