The Accounting Technician (PSC Account Manager) will carry out a range of technical and client facing activities within the Personal Services Company (PSC) division, for an assigned portfolio of clients.

Responsibilities will include carrying out various tax and accounting responsibilities for PSC clients in line with KPIs and service level targets. Additionally, a key focus will be on creating and delivering a positive customer experience by supporting the onboarding of new clients, managing queries and providing advice throughout their lifecycle with us in a proactive manner and reviewing their bookkeeping and accounting on a regular basis.

Day to day responsibilities will include;

Delivery of tax and accounting services to a portfolio of PSC clients including:
Dealing directly with clients by phone and email on their queries relating to VAT, payroll, and other general tax and accounting queries
Preparation and submission of client VAT returns
Preparation and submission of client payroll returns
Undertaking regular reviews of clients’ trial balances, providing feedback and advice where appropriate
Supporting Portfolio Manager (accountant) in the preparation of client’s annual financial accounts and income tax returns
Supporting the Portfolio Manager with tax, accounting and company secretarial work in connection with client company closures and voluntary strike off;
Preparation of annual B1 returns for the Companies Registration Office and other company secretarial documentation
Reviewing tax and accounting work undertaken by our outsourced partners
Monitoring workflow trackers to ensure above activities are being carried out in line with service level targets
Responsible for taking ownership of planning, organising and managing own workflows, in line with the direction provided by the Portfolio Manager as relevant

Reporting primarily to the Manager on progress of PSC operational activities and workflows, raising any operational challenges identified and possible solutions;

Carrying out onboarding activities and support of new PSC clients in a timely and friendly manner, adhering to agreed KPIs at all times and working in conjunction with Onboarding Specialists in our Customer Experience Team;

Escalating technical concerns, issues or challenges to the Manager;

Identifying clients who are operating beyond the scope of our standard PSC services so as we can advise such clients appropriately;

Preparing weekly and monthly operations KPI reports for the PSC Division Manager and Assistant Manager;

Providing data, reports and plans to assist the PSC Division Manager with longer term capacity planning and resourcing needs as requested;

Working in conjunction with the PSC Division Manager and Assistant Manager to support continuous improvement initiatives wherever possible, particular in connection to customer experience, quality and operational efficiency;

Supporting the work and success of the wider PSC team