Support Level 3 colleagues in the provision of a high-quality client service, producing service deliverables for a portfolio of clients, including the preparation of data, and acting as the primary day to day contact for the provision of those skilled services, to meet stakeholders and client expectations.
Key responsibilities:
1. Strategy
1.1. Understand the importance of revenue, productivity, chargeability and the client relationship and effectively apply this understanding to daily tasks.
2. Operations
2.1. Responsible for delivering specified deliverables to clients in accordance with deadlines
2.2. Ensure appropriate controls, policies and processes are adhered to.
2.3. Create and maintain relevant records.
2.4. Assist with implementing changes to procedures, guidelines, etc. 2.5. Escalate client/work issues to Supervisor/Manager.
2.6. Assist other members of the team, giving guidance and mentoring, as required .
2.7. Collect appropriate data from clients and input into database as required
2.8. Report to Supervisor/Manager, as required
2.9.
Answer questions in a timely manner
2.10. Establish and maintain a good working relationship with clients
2.11. Deal with or act on correspondence from third parties including authorities, lawyers, partners, etc.
2.12. Support the implementation and updating of systems
2.13. Various other miscellaneous tasks as instructed from time to time
3. Client service
3.1. Support clients with service delivery matters
3.2. Attend client meetings, as required
3.3. Prepare client work in accordance with procedures
3.4. Work with clients to ensure required data is received in good time 3.5. Prepare and submit approved returns, submissions, accounts, reports et al as applicable
4. Financial and commercial management
4.1. Post time accurately in the internal time management system keeping to relevant submission deadline
4.2. Identify opportunities for additional work with clients, ensuring identifica
📌 Executive - Accounting & Tax (UAE) (Pune)
🏢 TMF Group
📍 Pune
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