Richardson Swift Ltd – Client Adviser

Bath, Somerset
Richardson Swift
Join Richardson Swift an ambitious local firm with hyper growth plans Manage a portfolio across business services lines in a varied role About Our Client With a current headcount of c.40, based out of their Central Bath office, Richardson Swift are a reputable independent firm with very ambitious growth plans for the future. The firm proudly has a very low staff turnover, which is due to a number of factors such as: their vibrant and social work environment, varied client base and career progression opportunities.They have clear progression routes through the firm as well as a transparent policy for all staff regarding future growth plans. Richardson Swift have a client promise. Their promise is: We value all our clients equally and want each of them to experience the highest quality service. We’ve listened carefully to what matters most to our clients over the years, and included this in our client promise, which sums up the way we work and what you can expect on becoming a Richardson Swift client. ‘We talk your language’ ‘We go the extra mile’ ‘We care about your business’ ‘We won’t let you down’ Job Description Advisers are responsible for overseeing the accounting, business services and tax needs for a variety of non-audit incorporated clients and unincorporated businesses. There is a strong focus on project work for clients, ranging from detailed financial forecasting, valuations, review of accounting systems, and conversion of systems onto cloud accounting. Lead the planning and delivery of accounts assignments for a portfolio of clients and specialist assignments, coordinating all relevant input to meet client needs, compliance standards and budget. Ensure the Director is made aware of any potential overruns with recommendations in order to justify and obtain additional fees and assist the tax experts by highlighting any possible issues. To ensure that jobs are completed to the highest standard, within the agreed internal budget for the job and to discuss all material points arising on the assignment with the manager/director and client. To assist with review and completion procedures on statutory accounts, management accounts and VAT returns, liaising with the client/director where required to ensure successful completion. Assist with tax compliance, corporation tax computations and general VAT issues. Build and maintain consultative client relationships and to practice the principles of excellent client service at all times. The Successful Applicant For this Client Manager role Richardson Swift and I are searching for candidates who have/are: AAT, ACA /ACCA/ CTA qualifications etc Developed your career entirely through experience alone, with a strong background in accountancy practice. A practical understanding of UK financial reporting requirements and good confidence in accounts preparation General accounts/tax experience gained within a reputable practice firm. Ideally working on a varied client base but Richardson Swift are open to candidates who come from a spcialised client base Someone who thrives on developing long lasting, meaningful relationships with clients and colleagues alike. What’s on Offer Competitive base salary commensurate of experience Annual salary review 25 days holiday plus Bank Holidays Hours 37.5 per week full time Life Assurance (3x Salary) Personal Pension, Employer 3%, Employee 5% Learning and development and training opportunities Flexible working hours and hybrid working as required All applications sent directly to Richardson Swift will be managed by Callum Panton at Michael Page. If you are interested and would like to discuss the role further please apply via this link or contact me on (phone number removed). Ref Code: MPJN(phone number removed)Z