Location: Taunton Office

Reports to: Central Services Supervisor

Key Purpose

To provide a professional level of service to clients, visitors, and employees of the firm; proactively searching for opportunities to add value. You will be a key member of the team helping to oversee and plan staffing and resources to ensure the smooth running of your local office and help maintain high standards of support and client experience.

You will assist with the co-ordination and supervision of Taunton property management and landlord health and safety compliance tasks.  You will liaise with tenants, both Milsted Langdon and third parties, to ensure that the landlord’s obligations are complied with and help ensure a safe, compliant, and hygienic premises for employees and visitors to the workplace.

You will also utilise and further develop your skills to assist with your less experienced colleagues to harness a culture where the team continually thrive.

To be an ambassador of the firm’s values.

Key Objectives  

• Front of house reception support including meet and greet of visitors.
• Telephone switchboard; answering, transferring, and taking messages.
• Catering duties including ordering, set up and clearance of refreshments and meeting lunches.
• Secretarial duties including drafting and editing letters and reports, top copying documents and assisting with mail merges.
• Database tasks including client and contact setup, portfolio changes and data changes.
• Logging cheques received and ensuring banking is carried out on a timely basis.
• Supervise and provide cover for post room duties.
• Carry out audio typing tasks sent to the firmwide dictation pool.
• Electronic diary management and support for booking internal and external meetings.
• Providing support to the Central Services Property Administrator.
• Liaising with the property management emergency team and co-ordination of emergency work.
• Assist with booking and onsite supervision of maintenance and building contractors.
• Supervision, training, and scheduling of work for junior team members.
• Arrange meeting room bookings and ensure that meeting room resources and cleanliness are always maintained.
• Assist the Marketing team with local office and firm wide events.
• Maintain local office petty cash float and records. Provide monthly reconciliations and records to the Finance team.
• Ordering and approval of office sundries.
• Firmwide co-ordination of Central Services tasks.
• Scheduling of training, events, and meetings.
• PA and secretarial duties
• Liaising with office cleaners and ordering cleaning supplies.
• Assist with arranging archiving, scanning, and retrieving client files.
• Assist with routine health & safety compliance tasks e.g.local risk assessments.
• General administrative duties to assist with the smooth running of the office.
• Take an active role in team meetings and discussions.
• Complete ownership of your own time and work with effective reporting and communication with your managers.
• Consistently demonstrating going the extra mile within your role.
• Support and develop junior members of the team.
• Assist with other 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.
• 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 issues to the partner.

Key Knowledge, Skills & Behaviours

• Confident in the use of Microsoft Office (Word, Excel, Outlook)
• 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.
• 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

• Experience in a similar role preferred.

If you are successful and shortlisted to the next stage, you’ll be asked to complete an online cognitive assessment. Please let us know if you require any reasonable adjustments. If you have any queries or would like further information about this role, please email teamML@milstedlangdon.co.uk.

Location: Bath Office

Role reports to: General Practice Manager / Senior Manager

Role overview:

This is a dynamic role, and you will be responsible for assisting the team in ensuring that our clients receive the best possible client experience and will contribute to a culture where our team and clients continually thrive. You will:

• Manage client accounts, including preparation of financial statements, tax returns, and audit documentation.
• Conduct audits for a diverse portfolio of clients, ensuring compliance with accounting standards and regulations.
• Collaborate with senior accountants and partners to deliver exceptional service to our clients.
• Provide financial advice and support to clients, addressing their specific needs.

The full job description for this role will be sent prior to interview stage.

Key Skills & Competencies

• Audit Senior or equivalent experience conducting the planning through to the completion of audit assignments, reporting to the Manager and Partner.
• Charity accounts / audit experience desirable but not essential.
• 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.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred).

Qualifications:

Qualified or part-qualified ACA / ACCA or an alternative equivalent qualification required.

Benefits:

In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:

• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Paid volunteer time

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

Location: Bristol Office

Role reports to: General Practice Manager / Senior Manager

Role overview:

This is a dynamic role, and you will be responsible for assisting the team in ensuring that our clients receive the best possible client experience and will contribute to a culture where our team and clients continually thrive. You will:

• Manage client accounts, including preparation of financial statements, tax returns, and audit documentation.
• Conduct audits for a diverse portfolio of clients, ensuring compliance with accounting standards and regulations.
• Collaborate with senior accountants and partners to deliver exceptional service to our clients.
• Provide financial advice and support to clients, addressing their specific needs.

The full job description for this role will be sent prior to interview stage.

Key Skills & Competencies

• Audit experience conducting the planning through to the completion of audit assignments, reporting to the Manager and Partner.
• Charity accounts / audit experience desirable but not essential.
• 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.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred).

Qualifications:

Qualified or part-qualified ACA / ACCA or an alternative equivalent qualification required.

Benefits:

In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:

• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Paid volunteer time

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

Location: Taunton Office

Role reports to: General Practice Manager / Senior Manager

Role overview:

This is a dynamic role, and you will be responsible for assisting the team in ensuring that our clients receive the best possible client experience and will contribute to a culture where our team and clients continually thrive. You will:

• Manage client accounts, including preparation of financial statements, tax returns, and audit documentation.
• Conduct audits for a diverse portfolio of clients, ensuring compliance with accounting standards and regulations.
• Collaborate with senior accountants and partners to deliver exceptional service to our clients.
• Provide financial advice and support to clients, addressing their specific needs.

The full job description for this role will be sent prior to interview stage.

Key Skills & Competencies

• Audit experience conducting the planning through to the completion of audit assignments, reporting to the Manager and Partner.
• Charity accounts / audit experience desirable but not essential.
• 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.
• Proficiency in accounting software and Microsoft Office.
• Full driving licence, plus unrestricted access to a car (preferred).

Qualifications:

Qualified or part-qualified ACA / ACCA or an alternative equivalent qualification required.

Benefits:

In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:

• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Free on-site parking
• Paid volunteer time

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

Location: Taunton Office

Role reports to: Partner Responsible for IT

Key Purpose

You will be part of the team devising and building the Firm’s IT vision and strategy and then take the overall responsibility for the delivery for that. As part of this you will be expected to support all the Firm’s objectives and to act as a source of support in all aspects of IT.

You will have overall responsibility for the IT team and take direct responsibility for the IT Manager, data analyst and programmer roles whilst the IT support roles will be through the IT Manager.

You will be responsible for maintaining all IT systems across the Firm and be a point of escalation for complex IT issues that cannot be resolved by other members of the Team. You need to ensure the staff under your responsibility are mentored, developed, and helped to thrive.

You will report to the Partner Responsible for IT and attend management board meetings in order to provide an IT perspective on matters being discussed.

To be an ambassador of the firm’s values.

Key Objectives  

• Help devise an IT strategy and accompanying budget to ensure that the IT infrastructure and software eco-system enables and supports the Firm’s objectives
• Attend Management Board meetings to provide insight into IT related matters
• Maintain all IT systems by ensuring they are kept updated, secure and highly available
• Collaborate with the rest of the IT team to help resolve complex issues
• Build and maintain relationships with external suppliers and consider which of these should be used on projects to ensure they are delivered well and when necessary, liaising with them through the project
• Project manage key infrastructure projects
• Perform out of hours system maintenance, remotely and on site
• Attend review meetings with suppliers and other departments
• Ensure all systems are backed up and resilient
• Follow, maintain and create procedures for regularly carried out tasks
• Attending internal client meetings and creating relationships s that people within the firm see IT as a facilitator to their and the firm’s growth
• To promote and ensure best practice is followed for all compliance matters
• 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
• A willingness to contribute or manage internal projects that may not be directly related to your role
• To have a collaborative approach with your department and the rest of the firm
• To effectively manage the financial aspects of the IT department
• To oversee and maintain the firm’s cyber security posture

Key Skills & Competencies

• A high degree of personal motivation, organisational skills, and the ability to manage your own workload.
• Evidence the ability to provide leadership within the team and, where necessary, to the Firm at large
• An ability to keep yourself up to date of current and future trends in the industry
• 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 internally and as required, externally
• 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
• Solid commercial acumen
• An ability to promote the work of the team within the firm and outside it

Key Knowledge & Behaviours

• Good technical knowledge of employment legislation
• 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.
• Knowledge of the Microsoft 365 offering and key service line systems
• Professional, personable, presentable and punctual
• Excellent infrastructure skills
• Professional, personable, presentable and punctual.
• 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

• 7+ years’ experience in a Senior IT role.
• Experience of leading an IT team

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

Location: Bristol Office

Role reports to: Tax Partner

Role overview:

You’ll have the opportunity to assist in developing the portfolio and be responsible for the financial management of the portfolio. Ensuring that clients receive the best possible client experience is paramount. You will;

• Manage a diverse portfolio of corporate and individual clients, providing expert tax advice.
• Assist tax compliance.
• Assist the day-to-day management of the department, including assigning work to staff members and helping with the development of junior members of the team.
• Deal with client queries and manage tax only client relationships.
• Attend client meetings & create your own relationships.
• Stay up to date with UK tax legislation and industry trends.
• Review more complex CT computations prepared in General Practice.
• Undertake tasks within the tax related Forensic assignments including report drafting.

The full job description for this role will be sent prior to interview stage.

Key Skills & Competencies

• Strong technical knowledge of UK tax laws.
• Post-qualification experience in a corporate tax compliance or reporting role.
• A background in personal and corporate tax, who can turn their hand to owner managed business tax planning, corporate tax reviews, R&D, share structuring, share for share exchanges and reorganisations.
• Experience in an assistant manager/manager position.
• The ability to communicate clearly, and effectively at all levels including ensuring the Partner is aware of any client issues.
• Proficiency in accounting / tax software and Microsoft Office.
• Excellent interpersonal and client management skills.
• Full driving licence, plus unrestricted access to a car (preferred).

Qualifications:

ACA / ACCA / CTA qualified, or equivalent experience.

Benefits:

In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:

• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Free on-site parking
• Paid volunteer time

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

Location: Taunton Office

Role reports to: Tax Manager / Senior Manager

Role overview:

You will be a key member of the team, taking an active role in billing and additional ad hoc tasks. You will be focused on the delivery of work in line with budgeted recovery rates, as well as proactively searching for opportunities to add value. You will:

• Provide expert tax advice to clients.
• Manage tax compliance.
• Prepare tax returns.
• Prepare P11D forms.
• Take ownership of your ongoing work.
• Assist with the team, including helping with the development of junior members.
• Build and maintaining relationships with clients.
• Stay up to date with UK tax legislation and industry trends.

The full job description for this role will be sent prior to interview stage.

Key Skills & Competencies

• Good technical knowledge of UK tax laws.
• Post-qualification experience with personal and business tax regulations, plus VAT and PAYE.
• The ability to communicate clearly, and effectively at all levels.
• Proficiency in accounting / tax software and Microsoft Office.
• Excellent interpersonal and client management skills.
• Full driving licence, plus unrestricted access to a car (preferred).

Qualifications:

ATT qualification preferred, or AAT Level 4 qualified.

Benefits:

In return we offer a range of benefits, competitive salary, and the potential for flexible hybrid working, more details can be found on our company website here:

• Company pension
• Group Life Assurance
• Cycle to work scheme
• Gym discounts
• Shopping discounts
• An employee assistance programme
• Health & wellbeing cash plan
• Payment of professional annual subscriptions relevant to your role
• Free on-site parking
• Paid volunteer time

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