Job Description
Here at MHA, we take the time to create great relationships with our clients to become not just their trusted advisers, but valued partners that face the future together.
As a Top 14 firm of chartered accountants, tax and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. We work together to navigate an ever-changing business world and proactively identify the opportunities that tomorrow presents.
Leveraging our national network of offices, we offer a comprehensive range of financial and business strategy services to clients across the UK, enabling them to achieve profitable growth and build sustainable long-term success. As a member of Baker Tilly International, we have a global reach that allows us to offer our insight and expertise wherever our clients need us to be. We believe this makes us a national and international partner of choice for entrepreneurs and multi-national enterprises across the world.
Our agile and responsive approach means we are always on hand to have the right conversations with clients at the right time, allowing us to identify their goals and business needs both now and in the future.
What does the role entail?
Clients and CRM
- To look after a range of clients, preparing assignments for partner/director review (accounts, tax, briefing notes etc).
- To co-ordinate compliance service delivery to clients and ensure that information is collected in the most efficient manner, timetabling work wherever possible to suit the needs of the client.
- To ensure that compliance deadlines are met and to liaise with tax staff to ensure work is appropriately planned.
- To ensure that jobs are adequately resourced, giving due regard to staff continuity where possible.
- To identify opportunities for providing other relevant services.
- To highlight issues which the partner/director needs to discuss with the client.
- To plan the approach to assignments following partner/director briefing, having agreed fee budget and completion deadline.
- To collate raw data for projects and summarise into a format suitable for review and amendment e.g. draft projections, draft reports.
- To maintain accurate and up to date client records on CCH.
- To generate file notes of any client meetings attended and circulate as appropriate to other service team members.
- To maintain regular contact with client and client service team.
- To report any client dissatisfaction immediately via the complaints database.
- Communicate the firm's values.
Business development
- Assist partner and directors in promoting the firm’s reputation and growing fees.
- Assist with preparation of tender proposals and delivery of tender presentations.
- Develop relationships with intermediaries and other relevant external parties.
Sector expertise (if applicable)
- Has high level of technical knowledge in one or more specialist sectors.
- Takes responsibility for CPD in particular area of expertise.
- Assists partners and directors in working with marketing team on all aspects of business development.
- Contributes to writing of articles and other publications.
Responsibility for internal service/project (if applicable)
- Assists with management and delivery of internal service or project, including delivery of training and communication.
Management of Work Flow/Work Programme
- To plan own time and that of others to maximise staff utilisation and deliver a timely and efficient service to clients.
- To actively manage the work programme, providing solutions to bottlenecks.