General Practice Accountant

As a Client Care Administrator, you will play a crucial role, your organisational skills, ability to build rapport, and willingness to take on responsibility are key to success in this role. You will:

• Assist with onboarding of new clients
• Liaise with clients to chase information, records and return of forms
• Provide administrative support, including drafting client communications, engagement letters, and company secretarial forms using standard templates
• Build and maintain positive relationships with clients, team members, and external stakeholders
• Respond to client inquiries, resolve issues, and ensure a smooth client experience, This is a dynamic role, and you will be responsible for assisting the team in ensuring that our clients receive the best possible client experience and will contribute to a culture where our team and clients continually thrive. You will:
• Manage client accounts, including preparation of financial statements, tax returns, and audit documentation.
• Conduct audits for a diverse portfolio of clients, ensuring compliance with accounting standards and regulations.
• Collaborate with senior accountants and partners to deliver exceptional service to our clients.
• Provide financial advice and support to clients, addressing their specific needs., This is a dynamic role, and you will be responsible for assisting the team in ensuring that our clients receive the best possible client experience and will contribute to a culture where our team and clients continually thrive. You will:
• Manage client accounts, including preparation of financial statements, tax returns, and audit documentation.
• Collaborate with senior accountants and partners to deliver exceptional service to our clients.
• Provide financial advice and support to clients, addressing their specific needs., This is a pivotal role, you will have responsibility for a portfolio of clients, you'll have the opportunity to take a lead role in developing the portfolio. You will be responsible for the financial management of the portfolio. You'll need to ensure the staff under your responsibility are mentored, developed, and helped to thrive. Responsibilities include:
• Dealing with the completion / reviewing of annual accounts and tax computations, for a varied portfolio of clients.
• Ensuring that all accounts & tax returns are filed with the relevant authorities on time.
• Ensuring that clients accounting records are maintained accurately throughout the year and be able to provide management figures as required.
• Attending client meetings & creating your own relationships so that clients naturally default to the manager for communication.
• Assisting in the completion / review of quarterly VAT returns & filing at HMRC in line with making tax digital.
• Drafting correspondence for clients; liaising with HMRC, by telephone and email.
• Helping to oversee the day-to-day management of a department, including assigning work to staff members based on their knowledge and capabilities and helping with the development of junior members of the team., You'll have the opportunity to take a lead role in developing the portfolio and be responsible for the financial management of the portfolio. Ensuring that clients receive the best possible client experience is paramount. You will;
• Manage a diverse portfolio of corporate and individual clients, providing expert tax advice.
• Oversee tax compliance.
• Oversee the day-to-day management of the department, including assigning work to staff members and helping with the development of junior members of the team.
• Deal with client queries and manage tax only client relationships.
• Attend client meetings & create your own relationships.
• Stay up to date with UK tax legislation and industry trends.
• Review more complex CT computations prepared in General Practice.
• Undertake tasks within the tax related Forensic assignments including report drafting., You will be a senior member of the team, taking an active role in billing and additional ad hoc tasks. You will be focused on delivery of work in line with budgeted recovery rates, as well as proactively searching for opportunities to add value. You will;
• Manage tax compliance.
• Prepare tax returns.
• Prepare P11D forms.
• Take ownership of your ongoing work
• Assist with the team, including helping with the development of junior members.
• Building and maintaining relationships with client.
• Stay up to date with UK tax legislation and industry trends.
• Review more complex CT computations prepared in General Practice.
• Undertake tasks within the tax related Forensic assignments including report drafting., You will be a key member of the team in its day-to-day performance.
You will be focused on providing delivery of high level paraplanning to the Financial Advisers; proactively searching for opportunities to add value. You will also utilise and further develop your skills to assist your less experienced colleagues to harness a culture where the team continually thrive. To be an ambassador of the firm's values. Key Objectives
• Excellent working knowledge of key software.
+ Ensuring knowledge is always kept up to date. + An excellent understanding of how to complete key data and reporting timely and accurately using back-office systems such as IO and VC filing. + Update all learning protocol/workbooks. + Lead by example.
• Respond to Advisor queries promptly.
• Conducting product/plan research to be able to produce draft suitability reports for Advisor approval.
• Build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues or clients.
• Vocalisation of any issues arising or ideas/solutions that will help the firm promote its core principals or working practices.
• Actively explore the opportunities available to get involved with work in other service lines or offices. This can include participation in the firm's steering committees or advisory groups.
• Seek involvement in projects to develop internal processes.
• Take an active role in team meetings and discussions.
• Complete ownership of your own time and work with effective reporting and communication with your peers.
• Consistently demonstrating going the extra mile for Advisors to exceed their service expectations.
• Maintain your technical knowledge.
• Assist with other duties as required by the firm., You will be a key member of the team, taking an active role in billing and additional ad hoc tasks. You will be focused on the delivery of work in line with budgeted recovery rates, as well as proactively searching for opportunities to add value. You will:
• Provide expert tax advice to clients.
• Manage tax compliance.
• Prepare tax returns.
• Prepare P11D forms.
• Take ownership of your ongoing work.
• Assist with the team, including helping with the development of junior members.
• Build and maintaining relationships with clients.
• Stay up to date with UK tax legislation and industry trends., You will play a pivotal role in leading our tax department in Bristol. You will be self-sufficient, responsible for providing strategic tax planning advice to our clients, managing complex tax compliance issues, and driving the growth of our tax services. Responsibilities will include:
• Lead and manage a team of tax professionals, ensuring a high level of client service delivery.
• Provide expert tax advice on a range of issues.
• Develop and maintain strong client relationships, understanding their business needs and delivering tailored solutions.
• Manage the business tax advisory and compliance work on a client portfolio.
• Contribute to business development activities, identifying new opportunities for growth within the tax department.
• Stay abreast of changes in tax legislation and advise on the implications for the firm and its clients.
• You will take the lead in ensuring the staff under your responsibility are mentored, developed, and helped to thrive, in addition to supporting and mentoring more junior members of the management team with your strong technical knowledge.
  
  Excellent time management and attention to detail
• Strong verbal and written communication skills
• Collaborate effectively with colleagues and contribute to a positive work environment
• Willingness to learn and take on new responsibilities
• A high level of professionalism to deliver client service excellence
• Proficiency in Microsoft Office Suite
• A positive attitude and a commitment to delivering outstanding client care, Previous experience in a similar administrative role (preferred)., Audit Senior or equivalent experience conducting the planning through to the completion of audit assignments, reporting to the Manager and Partner.
• Charity accounts / audit experience desirable but not essential.
• The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred)., Qualified or part-qualified ACA / ACCA or an alternative equivalent qualification required., Audit experience conducting the planning through to the completion of audit assignments, reporting to the Manager and Partner.
• Charity accounts / audit experience desirable but not essential.
• The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred)., Senior or equivalent experience conducting the planning through to the completion of audit assignments, reporting to the Manager and Partner.
• Charity accounts / audit experience desirable but not essential.
• The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred)., Good technical knowledge of accounts preparation and tax compliance.
• Proven ability to manage client relationships effectively.
• The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
• Supervisory experience of accounts staff.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred)., Qualified ACA / ACCA preferred or an alternative equivalent qualification required / adequate practice experience, Strong technical knowledge of UK tax laws.
• Post-qualification experience in a corporate tax compliance or reporting role.
• The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
• Proficiency in accounting / tax software and Microsoft Office.
• Excellent interpersonal and client management skills.
• Full driving licence, plus unrestricted access to a car (preferred)., ACA / ACCA / CTA qualified, or equivalent experience., Good technical knowledge of UK tax laws.
• Post-qualification experience in a corporate tax compliance or reporting role.
• The ability to communicate clearly, and effectively at all levels.
• Proficiency in accounting / tax software and Microsoft Office.
• Excellent interpersonal and client management skills.
• Full driving licence, plus unrestricted access to a car (preferred)., ATT qualification preferred, or AAT Level 4 qualified., High personal motivation, organisational skills, and the ability to manage your own workload.
• Flexibility and approachability under pressure.
• You must be proactive, tenacious, and always show initiative.
• Excellent attention to detail and a high degree of accuracy.
• The ability to communicate confidently, clearly, and effectively at all levels including ensuring the Advisor is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to Advisors/clients.
• A high level of professionalism to deliver Advisor service excellence.
• The ability to build excellent relationships with all colleagues through role model behaviour in line with the firm's culture and strategic objectives.
• The ability to multitask and meet deadlines when required, especially around timely execution of new business requests.
• Ensure all filing is up to date and maintained accurately within the VC back-office system.
• Effective time management.
• To understand when it is necessary to escalate either technical or client experience, along with staff issues to the FS/FP Director.
Key Knowledge & Behaviours
• Planning and organisation.
• Self-motivation.
• Flexibility and adaptability.
• Excellent client service.
• Fully conversant with the Milsted Langdon IT systems, other research platforms such as Synaptic, FE, DT, pension profiler, cash flow modelling.
• Full understanding of all the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
• Professional, personable, presentable, and punctual.
• Excellent technical knowledge of Client products.
• Disciplined, organised, accurate and able to plan the use of time efficiently for yourself and team members.
• Strong interpersonal skills in dealing with Advisors, clients, team members and colleagues.
• Excellent communication skills., Working towards a CII Level 4 qualification., Good technical knowledge of UK tax laws.
• Post-qualification experience with personal and business tax regulations, plus VAT and PAYE.
• The ability to communicate clearly, and effectively at all levels.
• Proficiency in accounting / tax software and Microsoft Office.
• Excellent interpersonal and client management skills.
• Full driving licence, plus unrestricted access to a car (preferred)., Regarded as a specialist in your field, demonstrating credibility within your profession both internally and externally.
• Excellent leadership and team management skills.
• Excellent technical knowledge of accounts preparation and tax compliance.
• Familiarisation with personal and business tax regulations, plus VAT and PAYE.
• Strong analytical and problem-solving abilities.
• Exceptional communication and interpersonal skills.
• Commitment to continuous professional development.
• Full driving licence, plus unrestricted access to a car (preferred)., ACA/ ACCA/ CTA qualified, ideally with a strong background in tax
  
  Milsted Langdon LLP, originally established over 35 years ago, is one of the leading independent firms of Chartered Accountants and Business Advisers in the Southwest. We have offices in Taunton, Bath, Bristol, London, and Yeovil.
At Milsted Langdon we offer professional excellence, working with clients across a range of industry sectors, including sole traders, partnerships, and limited companies. Our roles provide opportunities for growth and career progression, as well as learning, a good work-life balance and personal development., Please note that preference will be given to candidates applying directly to Milsted Langdon rather than through a third party such as a recruitment agency.

In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:
• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Free on-site parking
• Paid volunteer time, In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:
• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Paid volunteer time