About You:

• ACA/ACCA/CIOT Qualified.
• Excellent attention to detail and analytically minded.
• Experience of business valuations and expert witness work is advantageous but not essential.
• Basic understanding of tax.
• The candidate will ideally have an established referral network or be comfortable in networking.

Key Responsibilities:

• Support the named expert witness.
• Draft reports.
• Prepare underlying numerical analysis for a range of cases ranging from divorce, shareholder disputes to fraud.

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Our General Practice teams support clients at whichever stage they might be in their business lifecycle; from start-ups through to exits. Some but not all of the clients will need an annual audit. Working closely with our clients means you will obtain an intimate knowledge of their operations and aspirations, looking beyond their legal and statutory obligations to provide them with effective solutions and advice to help them thrive.

The role is ideal for those looking for progression within a challenging and enjoyable environment.

Key Responsibilities

• Leading teams on audit fieldwork
• Reviewing workpapers and accounts files prepared by staff
• Reviewing corporation tax returns and computations
• Reviewing VAT returns
• Drafting replies to client questions

Skills required

• ACA/ACCA qualified or an alternative equivalent qualification
• Minimum three years’ experience of auditing, preparing company accounts and corporation tax returns
• Strong IT skills. Microsoft Office Word and Excel knowledge essential
• Confident verbal and written skills with good attention to detail
• An outgoing and effective communication style
• Ability to work in a busy environment as a team player
• Excellent organisational skills with the ability to work under pressure
• Commercial awareness and the ability to demonstrate business acumen
• Professionalism and self-motivation

Training

Successful candidates will receive specific training and opportunities to develop their career.

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Our General Practice teams support clients at whichever stage they might be in their business lifecycle; from start-ups through to exits. Some but not all of the clients will need an annual audit. Working closely with our clients means you will obtain an intimate knowledge of their operations and aspirations, looking beyond their legal and statutory obligations to provide them with effective solutions and advice to help them thrive.

The role is ideal for those looking for progression within a challenging and enjoyable environment.

Key Responsibilities

• Leading teams on audit fieldwork
• Reviewing workpapers and accounts files prepared by staff
• Reviewing corporation tax returns and computations
• Reviewing VAT returns
• Drafting replies to client questions

Skills required

• ACA/ACCA qualified or an alternative equivalent qualification
• Minimum three years’ experience of auditing, preparing company accounts and corporation tax returns
• Strong IT skills. Microsoft Office Word and Excel knowledge essential
• Confident verbal and written skills with good attention to detail
• An outgoing and effective communication style
• Ability to work in a busy environment as a team player
• Excellent organisational skills with the ability to work under pressure
• Commercial awareness and the ability to demonstrate business acumen
• Professionalism and self-motivation

Training

Successful candidates will receive specific training and opportunities to develop their career.

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Responsibility for a portfolio of clients across a range of industry sectors, including sole-traders, partnerships and limited companies. This role will be reporting directly to the Partners of the Firm and you will have the opportunity to take a lead role in developing the portfolio. You will be responsible for the financial management of the portfolio to include, recovery rates, billing, debt and WIP management.

You are responsible for ensuring that the clients in your portfolio receive the best possible client experience. You need to ensure the staff under your responsibility are mentored, developed, and helped to thrive.

To be an ambassador of the firm’s values.

Key Responsibilities

• Dealing with the completion / reviewing of annual accounts and tax computations, for a varied portfolio of clients
• Ensuring that all accounts & tax returns are filed with the relevant authorities on time
• Ensuring that clients accounting records are maintained accurately throughout the year and be able to provide management figures as required
• Attending client meetings & creating your own relationships so that clients naturally default to the manager for communication
• Being confident in the use of the latest software & being able to discuss with & recommend to clients
• Understanding and adhering to our internal software and procedures
• To promote and ensure best practice is followed for all compliance matters.
• Assisting in the completion/review of quarterly VAT returns & filing at HMRC in line with making tax digital
• To proactively deal with client queries
• Drafting correspondence for clients; liaising with HMRC, by telephone and email
• Helping to oversee the day-to-day management of a department, including assigning work to staff members based on their knowledge and capabilities and helping with the development of junior members of the team
• Attendance at networking events and identifying opportunities to sell additional services to existing clients & prospective new clients
• A willingness to contribute or manage internal projects that may not be directly related to the portfolio management
• To effectively manage the financial aspects of the portfolio
• To have a collaborative approach with your department and the rest of the firm

Key Skills and Competencies

• A high degree of personal motivation, organisational skills and the ability to manage your own workload
• Flexibility and approachability under pressure
• You must be proactive, tenacious and show initiative at all times
• Excellent attention to detail and a high degree of accuracy
• The ability to communicate confidently, clearly and effectively at all levels including ensuring the partner is aware of any client issues
• The ability to work closely with other members of the team and management team
• A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients
• A high level of professionalism to deliver client service excellence
• The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives
• The ability to multitask and meet deadlines when required
• Effective delegation and time management
• To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists

Key Knowledge, Skills & Behaviours

• Planning and organisation
• Self-motivation
• Flexibility and adaptability
• Excellent client service
• Familiarity with the Milsted Langdon IT systems
• Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act
• Professional, personable, presentable and punctual
• Good technical knowledge of accounts preparation and tax compliance
• Familiarisation with personal and business tax regulations, plus VAT and PAYE
• Supervisory experience of accounts staff
• Full driving licence, plus unrestricted access to a car
• Organised, accurate, and able to plan the use of time efficiently
• Strong interpersonal skills in dealing with both clients, team members and colleagues
• Excellent communication skills

Qualifications

• Preferred ACA / ACCA qualified
• Adequate practice experience

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Reports to: Director

We are seeking an experienced, driven and forward-thinking IFA Operations Manager to oversee the day-to-day operations of our growing financial planning practice. The successful candidate will be responsible for managing and overseeing the day to day operations of the practice and report to the Managing director to ensure the practice is running smoothly and efficiently and can cater for future business levels.

Key Objectives:

• Work closely with a team of paraplanners and administration staff to deliver exceptional client service and achieve business objectives.
• Report to the Managing Director to ensure business targets are being achieved and ensure future.
• Ensure compliance with all relevant industry regulations, including GDPR, FCA regulations, and AML legislation.
• Oversee client relationship management, including client onboarding, reviews, and retention strategies.
• Maintain relationships with key stakeholders, including clients, suppliers, and the advisory team.
• Undertake other duties as required to support the effective running of the business.
• Ability to drive the business forward with efficient processes and forward thinking.

Key Skills and Competencies:

• Proven experience in an IFA Operations Manager role, with a track record of success in driving business growth and profitability, overseeing paraplanning & administration teams.
• Excellent knowledge of financial planning, investment management, and tax planning.
• Strong leadership and people management skills, with the ability to motivate and inspire a team to deliver exceptional client service.
• In-depth knowledge of FCA regulations and compliance requirements.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, suppliers, and other stakeholders.
• Fully conversant with general IT systems, other research platforms such as Synaptic, FE, DT, Pension profiler, cash flow modelling, Intelliflo, VC (or equivalent).
• Full understanding of all the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
• Professional, personable, presentable, and punctual.
• Excellent technical knowledge of Client products.
• Disciplined, Organised, Accurate, and able to plan the use of time efficiently for yourself and team members.
• Strong analytical and problem-solving skills, with the ability to interpret financial data and identify opportunities for business improvement.

Qualifications

• A relevant professional qualification, such as the Diploma in Financial Planning or equivalent.

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Reports to: Tax Manager/Senior Manager

Key Purpose

To provide an excellent level of service whilst working with clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the Tax management team. You will be a key member of the team in its day-to-day performance.

You will be focused on the delivery of work in line with budgeted recovery rates and are responsible for ensuring that our clients receive the best possible client experience. You will develop your own skills, knowledge and experience and also utilise these where appropriate to assist your less experienced colleagues to harness a culture where the team and clients continually thrive.

To be an ambassador of the firm’s values.

Key Objectives 

• Preparation of tax returns.
• Preparation of P11D forms.
• Dealing with routine HMRC correspondence.
• Dealing with routine client queries.
• Participate and support senior team members.
• Undertaking the work assigned to you in conjunction with relevant training.
• Identifying and raising to the manager at the earliest possible point, if client records are of poor quality or scope of work is unachievable for the budget given.
• Start more detailed contact with clients throughout the engagement and seek to understand their business and goals.
• Raise queries directly with the client. Respond to any queries from the client and liaise with the supervisor/manager for support in responding.
• Acknowledge all client correspondence in a professional manner.
• Undertake software training in core products and ensure you keep your technical knowledge up to date.
• Understand and complete the AML process for new and existing clients.
• Effective communication, both internal and external (written and oral).
• Build confidence in using the communication platforms promoted by the Firm.
• Competently being able to manage your own time in context of work assigned with clear communication of progress to the management team.
• Undertake internal training courses and apprenticeship training.
• Take an active role in team meetings and discussions.
• Learning to identify opportunities to go the extra mile for clients to exceed their client service expectations.
• Deliver a high-quality service to in alignment with the firm’s quality ethos.
• Plan and prepare budgets for assignments, ensuring that these are adhered to and opportunities for further fees are raised with the portfolio manager. Identify at the earliest opportunity areas of potential overrun with solutions to fix these. Seek assistance where further training is required.
• Take ownership of your own time and work with effective reporting and communication with your managers.
• Assist with administrative duties as required by the firm.
• Assist fellow colleagues and peers as required by the firm.

Key Skills & Competencies

• Good personal motivation, organisational skills, and the ability to manage your own workload.
• Flexibility and approachability under pressure.
• You must be proactive, tenacious, and always show initiative.
• Good attention to detail and a high degree of accuracy.
• The ability to communicate clearly, and effectively at all levels including ensuring the partner is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
• A high level of professionalism to deliver client service excellence.
• The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
• The ability to multitask and meet deadlines when required.
• Effective time management.
• To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.

Key Knowledge & Behaviours

• Planning and organisation.
• Self-motivation.
• Flexibility and adaptability.
• Excellent client service.
• Familiarity with the Milsted Langdon IT systems.
• Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
• Professional, personable, presentable, and punctual.
• A desire to develop good technical knowledge.
• Full driving licence, plus unrestricted access to a car.
• Organised, accurate, and able to plan the use of time efficiently.
• Good interpersonal skills in dealing with both clients, team members and colleagues.
• Good communication skills.
• Full driving licence, plus unrestricted access to a car.
• Organised, accurate, and able to plan the use of time efficiently.

Qualifications

• Where appropriate, working towards a professional qualification.

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Reports to: Marketing Director

Fixed term contract until 1 July 2024

Key Purpose

To provide an excellent level of service co-ordinating marketing activity whilst working with internal clients across a wide range of teams and service areas.

You will be responsible for providing marketing support that works towards implementing the firm’s marketing and business development plans.

You will be focused on delivery of work in line with the firm’s marketing plans and marketing budget with a strong focus on the client experience; proactively searching for opportunities to add value.

To be an ambassador of the firm’s values.

Key Objectives  

• Assist the Marketing team and Partners in implementing marketing plans and adhering to budgets. Help monitor and document the progress of marketing strategies.
• Work with the Marketing team to maintain an up-to-date budget spreadsheet.
• Attend marketing/event meetings and take meeting notes when required, across all offices.
• Source and cost all marketing collateral/promotional items and purchase cost effectively.
• Collate and manage client and contact data using a database and CRM system.
• Co-ordinate events such as seminars, workshops and awards: source and book venues, arrange catering, PA equipment etc. and ensure promotional material and support literature is available. Also deal with invitations and bookings for events as necessary.
• Attend events to help organise, ‘meet and greet’ as required and assist with marketing follow-up activity as appropriate.
• Assist the Marketing team with research.
• Update fact sheets, information sheets and other marketing literature as required by teams.
• Assist in developing our digital presence (including website and social media channels).
• Assist in looking after the Marketing Events calendar.
• Progress allocated marketing projects/tasks quickly and efficiently.
• Work closely with our direct marketing team to manage diary appointments and manage correspondence to prospective clients.
• Assist in creating bids/tenders/presentations.
• Work with external agencies (design and digital) to review and progress jobs.
• Proofread marketing literature/adverts/articles with high attention to detail.
• Take an active role in team meetings and discussions.
• Complete ownership of your own time and work with effective reporting and communication with your team.
• Consistently demonstrating going the extra mile for clients (internal and external) to exceed their client service expectations.
• Respond to internal and external client queries promptly.
• Maintain your marketing learning and knowledge.
• Assist with administrative duties as required by the firm.

Key Skills & Competencies

• Good personal motivation, organisational skills, and the ability to manage your own workload.
• Flexibility and approachability under pressure.
• You must be proactive, tenacious, and always show initiative.
• Good attention to detail and a high degree of accuracy.
• The ability to communicate confidently, clearly, and effectively.
• The ability to work closely with other members of the team and independently.
• A high level of professionalism to deliver client service excellence.
• The ability to build excellent relationships with all colleagues.
• The ability to multitask and meet deadlines when required.

Key Knowledge & Behaviours

• Planning and organisation.
• Self-motivation.
• Flexibility and adaptability.
• Working on multiple projects and campaigns.
• Excellent client service.
• Professional, personable, and punctual.
• Ideally a full driving licence, plus access to a car.
• Organised, accurate, and able to plan the use of time efficiently.
• Excellent communication skills.
• Excellent collaborative skills and experience of working with remote teams and colleagues.

Qualifications

• Ideally a marketing or related degree or experience equivalent.
• Preferred CIM qualification

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Reports to: General Practice Manager/Senior Manager

Key Purpose

To provide an excellent level of service whilst working with clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the General Practice management team and you will be developing your skills, knowledge and professional studies whilst taking an active role in the day-to-day performance of the team.

You are responsible for ensuring that our clients receive the best possible client experience and will contribute to a culture where our team and clients continually thrive.

To be an ambassador of the firm’s values.

Key Objectives  

• Production of accounts files and corporation tax returns.
• Assignments to include a mix of work within our client base to ensure a good coverage of client sizes and required services i.e., sole trade, partnership, FRS105, FRS102 1a and management accounts.
• Participate and support senior team members on external audit engagements.
• Undertaking the work assigned to you in conjunction with relevant training.
• Ask questions of your colleagues and support network to understand knowledge of our systems, processes, and controls.
• Acknowledge all client correspondence in a professional manner.
• Undertake software training in core products e.g., Digita, Xero
• Understanding of the Firm’s core hours and responsibilities.
• Use of the software and communication tools (email, telephone, Teams) to keep colleagues aware of your progress throughout the working day.
• Understand and complete the AML process for new and existing clients.
• Undertaking bookkeeping and VAT return preparation, including raising queries with the client/manager as necessary.
• Identify points within the records to be queried with the client and request additional information.
• Build confidence in using the communication platforms promoted by the firm.
• Competently being able to manage your own time in context of work assigned with clear communication of progress to the management team.
• Undertake internal training courses and apprenticeship training.
• Take an active role in team meetings and discussions.
• Plan and prepare budgets for assignments, seeking assistance when further training is required.
• Learning to identify opportunities to go the extra mile for clients to exceed their client service expectations.
• Assist with administrative duties as required by the firm.
• Assist fellow colleagues and peers as required by the firm.

Key Skills & Competencies

• Good personal motivation, organisational skills, and the ability to manage your own workload.
• Flexibility and approachability under pressure.
• You must be proactive, tenacious, and always show initiative.
• Good attention to detail and a high degree of accuracy.
• The ability to communicate clearly, and effectively at all levels including ensuring the partner is aware of any client issues.
• The ability to work closely with other members of the team and management team.
• A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
• A high level of professionalism to deliver client service excellence.
• The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
• The ability to multitask and meet deadlines when required.
• Effective time management.
• To understand when it is necessary to escalate either technical or client experience issues to the partner or support specialists.

Key Knowledge & Behaviours

• Planning and organisation.
• Self-motivation.
• Flexibility and adaptability.
• Excellent client service.
• Familiarity with the Milsted Langdon IT systems.
• Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering, Audit Independence, DPB and the Health and Safety at Work Act.
• Professional, personable, presentable, and punctual.
• A desire to develop good technical knowledge.
• Full driving licence, plus unrestricted access to a car.
• Organised, accurate, and able to plan the use of time efficiently.
• Good interpersonal skills in dealing with both clients, team members and colleagues.
• Good communication skills.

Qualifications

• Working towards a professional qualification (with approximately two years’ experience) – AAT / ACA / ACCA

If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Yes we do in accountancy. Please email teamML@milstedlangdon.co.uk for more information.

We take on school leavers across a number of teams. See if we have any suitable vacancies here or send a speculative email with your CV to teamML@milstedlangdon.co.uk.

Absolutely - we are always happy to hear from talented, like-minded people who share our values.

Yes – we keep your details on file for six months unless you request otherwise.

Normally we ask for 2 A Levels, an AAT Level 3 or a degree.

It’s not essential that you are a brilliant mathematician. There are many personal attributes that are more important than maths. A good accountant is great with people, so you need excellent interpersonal skills. You also need an eye for detail, strong analytical skills and good written and verbal English language skills.

You will normally be based in one location but you may sometimes travel to meet clients and visit other offices. It depends on the role – for more information on any vacancies please contact teamML@milstedlangdon.co.uk.

We’re an award-winning, very friendly bunch and pride ourselves on our family environment and flexible working.

Yes, get in touch with our People Partner, Rachel Hotham, for an informal chat on rhotham@milstedlangdon.co.uk.