Key Responsibilities
Accounts & Financial Reporting
• Preparation and review of statutory accounts for:
o Partnerships
o Limited companies
o Pharmacy groups
• Preparation of year-end accounts in accordance with relevant accounting standards.
• Review of quarterly management accounts and ensure delivery within deadlines.
• Analysis of financial performance and presentation of findings to clients.
• Review of bookkeeping records and supporting schedules.
• Review of balance sheet reconciliations.
• Assisting clients with budgeting, forecasting and cashflow management.
• Supporting clients with business planning and growth initiatives.
Tax Compliance
• Preparation and/or review of:
o Corporation Tax returns
o Personal Tax returns
o Partnership Tax returns
• Identification of tax planning opportunities.
• Advising clients on routine tax matters.
• Liaising with HMRC where required.
• Assisting with tax investigations and enquiries as and when required.
• Maintaining awareness of changes in tax legislation and pharmacy sector developments.
Cloud Accounting & Bookkeeping Support
• Reviewing client bookkeeping and accounting records.
• Supporting clients with cloud accounting solutions.
• Providing training and guidance to clients on best practice.
• Managing digital record-keeping processes.
• Identifying process improvements and efficiencies.
Client Relationship Management
• Acting as a primary point of contact for assigned clients.
• Building strong long-term client relationships.
• Attending client meetings both virtually and in person.
• Providing proactive business and financial advice.
• Responding efficiently to client queries.
• Identifying opportunities to provide additional services.
Team Support & Development
• Reviewing work prepared by junior team members.
• Assisting with training and mentoring junior staff.
• Supporting managers and partners on larger assignments.
• Ensuring all work is completed to firm standards and within agreed deadlines.
• Contributing to continuous improvement initiatives across the practice.
Pharmacy Sector Advisory
• Developing specialist knowledge of:
o Pharmacy business models
o NHS income streams
o Pharmacy acquisitions and disposals
o Funding arrangements
o Margin analysis
o Workforce and operational metrics
• Assisting with pharmacy-specific benchmarking and performance reporting.
Benefits
Benefits
• Company Pension Scheme
• 25 days of annual leave + bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
• Business closure over Christmas*
• Life Assurance x4 annual salary
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Employee Assistance Programme - 24/7 support, free and confidential
• Corporate Discounts Platform
Flexible Benefits platform with ability to opt-in to various insurances (level of seniority dependent & self-funded at corporate rates) such as:
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
*subject to exceptions and business needs