AD VALOREM

Responsibility

• location: Milton Keynes
• contract: Permanent

Requirements

• experience in sales or account management, preferably within a SaaS or tech-driven environment
• strong communication, presentation, and interpersonal skills; particularly with prospects at business owner level
• strong analytical, problem-solving, and organisational skills to prioritise workload
  Show more +4
• ability to work in an environment that can sometimes be time and pressure focused
• have a passion for understanding and supporting SME’s including sole traders, micro-entities and limited companies
• hold a valid UK Driving License
• have full right to work in the UK

Benefits

• company car

Earnings for position account manager

Responsibility

• planning – ensure the client is offered pre-year-end tax planning, using specialist on-line tools
• planning – ensure the client is offered pre-year end tax planning, using specialist on-line tools
• finalisation & Submission – ensure the final accounts are produced to a consistent high standard and are signed and submitted correctly
  Show more +20
• location: Cambridge Area or Milton Keynes
• completing VAT returns
• contract: Permanent
• completing Personal Tax
• deal with client phone calls adhering to company guidelines
• deal with client correspondence following company guidelines
• manage client complaints effectively and escalate to line manager on same working day where appropriate
• completion – ensure the client receives a consistent high level of service and that annual accounts are completed efficiently within the 30-working day period
• ensure client is contacted according to the guidelines for their category
• meet with the client to review accounts, offer advice and promote other products and services on an annual basis
• manage client complaints effectively and escalate to Pod leader or Head of compliance on same working day where appropriate
• process client information
• support the integration of new clients
• send accounts reminders to clients
• reporting to: Head of Department
• utilise the software tools available to provide an outstanding service to your client portfolio
• maintain CRM including adding new clients, amending client information etc
• any other duties that may be required
• supervise, support and provide training to junior staff as required
• ensure your personal software certificates are achieved within agreed timescales and are kept up to date

Requirements

• studying ACA or ACCA
• ACCA or ACA Qualified
• good oral and written communication skills
  Show more +6
• ability to manage time efficiently
• excellent interpersonal and organisational skills
• hold a valid Driving Licence
• the perks…
• ACA or ACCA qualified
• knowledge and understanding of internal and external audit processes

Responsibility

• build and develop working relationships with clients, accountants and HMRC to ensure claims are optimised and deadlines are met
• ensure R&D claims meet the requirements of relevant tax legislation and the Guidelines
• ensure clients receive a consistent high level of service
  Show more +7
• review claim reports, R&D expenditure calculations and tax submissions for other team members
• ensure company workflow for R&D claims is met for every client
• maintain internal systems ensuring data integrity
• alongside your technical counterpart, you will gather information from clients on all aspects of their R&D which you believe to be eligible under the UK R&D scheme
• assemble R&D expenditure calculations, finalise the claim report to include the claim methodology, and complete any additional tax and financial requirements, in a timely manner
• deal with client and external accountant phone calls adhering to company guidelines
• support R&D Business Development Managers in the sales and marketing activity including attending events and prospect meetings when required

Requirements

• accountancy/tax qualified e.g. ACA/ACCA/CTA/ATT
• ensure you are up to date with internal R&D training
• team player; with the ability to develop and inspire others
  Show more +6
• manage multiple timelines, deadlines and queries
• strong verbal and written communication skills and excellent attention to detail
• the perks…
• communicate effectively and appropriately in any given situation
• minimum 3 years as an R&D tax practitioner with experience leading, project managing, and preparing claims
• develop your understanding of additional services & referrals that Ad Valorem has to offer, notify the sales team of any potential opportunities

Responsibility

• overseeing the accounting processes and procedures
• analysing financial data, reports, as well as statements
• reviewing the completed audit files and processes
  Show more +11
• supervising and advising the team where necessary
• detecting any miscalculations or errors in the audit and handling them on priority
• planning and implementing audit processes and policies
• coordinating with the internal and external audit processes
• conducting training sessions for the Audit Assistants
• presenting audit findings to the higher management
• identifying business process risks that are involved
• assisting the Audit Director in the planning, management, and calendar scheduling of client audits. You will also be required to monitor audits in progress to ensure their progress and timely completion to an agreed timetable
• documenting all the results of audit evaluations
• making sure the audits are completed in a timely manner
• adhering to all the rules and regulations of the company

Requirements

• ACA or ACCA qualified
• good oral and written communication skills
• ability to manage time efficiently
  Show more +7
• knowledge and understanding of internal and external audit processes
• excellent interpersonal and organisational skills
• ability to detect problems and resolve them instantly
• A sharp eye for details for accuracy
• good leadership abilities and the ability to work under stressful situations
• hold a valid Driving Licence
• the perks…

Responsibility

• audit
• prepare and negotiate fee proposals for our existing client base and assist in forming propositions for new business
• you will have your own portfolio of clients with responsibility for agreeing audit timetables, briefing the audit team, including other specialists, monitoring budgets and supervising the audit process
  Show more +11
• overseeing audit assistants’ work ensuring compliance with client, statutory and Ad Valorem Audit Methodology requirements, appreciating relevant internal and external market factors, ensuring the effective and timely delivery of engagements
• oversee and direct the budgeting, planning, co-ordination, and control of engagements in accordance with client, statutory, Ad Valorem Audit Methodology and business requirements to ensure effective service delivery and maximised recoverability
• preparation of reports to senior management and Audit Director
• direct, coach and mentor Assistant Managers to assist them in the effective delivery of engagements and the direction of their subordinates ensuring cost effective, timely completion and effective service delivery to the required standard on each engagement
• nurture and seek worthwhile relationships with clients, business departments and staff, for the sharing of information and to identify and progress current and future Audit requirements
• contributes towards the creation, implementation and delivery of the Audit Business Plan and offer support in relation to issues identified because of organisational or client focus change
• assist the Senior Managers and Directors in monitoring the effectiveness of Audit & Accounts services delivered, providing feedback and reflection on the quality of service accordingly
• any other duties that may be required by the company
• you will be assigned specific client accounts and ensure that they are handled effectively and efficiently
• expected Audit & Accounts Assistants reporting to this role will be 1-2
• finalisation & Submission – ensuring the final accounts are produced to a consistent standard and then signed and submitted correctly