Job Description

Job Advert

Job Title:

Assistant Accountant

Location:

Based in Waterlooville, Hampshire

Contract type:

Permanent

Hours per week:

Full time (36.50 hours) - 1 day WFH available*

Salary:

27,000- 29,000

Reporting to:

Accountancy Manager

Job Purpose:

Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where there's no such thing as a silly question, time and talent are respected, there are endless opportunities to learn, alternative perspectives are welcome, family comes first, and (most importantly of all) nobody thinks they're too "big time" to make a round of brews? If so, we'd love to have a conversation with you about joining our thriving team.



By combining our traditional values with modern thinking our team of Accounting, Bookkeeping and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with a rapidly expanding caseload of clients so now is a really exciting time to join us. We also welcome applications from candidates with transferable skills who can demonstrate strong attention to detail, good numeracy, and experience in finance-related administration, even if they haven't worked as a bookkeeper before.

Key Responsibilities:

To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies. To communicate with clients via phone, email, social media and in person, including chasing records To support Client Managers / onboard new clients and integrate them into your portfolio this will include bookkeeping, compliance etc to then be handed over to the relevant department. To complete, review and prepare book-keeping, VAT returns and CIS. To maintain electronic filing of books and records both internally as well as management of client administration and records. To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries. To participate in activities necessary to support the smooth running of the office environment. To manage and maintain your professional development and learning including any relevant CPD required by your professional body. To ensure and update HMRC/Companies House statutory information is accurate. To attend networking events where required. To participate and contribute to year end client meetings. Internal and external training e.g., client bookkeeping training and as applicable as per our company values. To provide excellent client care both on the phone and in person, delivering reports and updates. This will include answering incoming calls, greeting clients and welcoming them into the office, offering them refreshments and showing them in and out of the building.

General Duties:

To attend training and development deemed necessary for the post in agreement with the line manager. To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of Heelan Associates.
Working from home day based on experience and the ability to carry out the role independently. Timescale to be discussed.*

Person specification:

Relevant experience

Experience working in a fast-paced accountancy practice with responsibility for a varied caseload of clients.



Must be able to prepare accounts and tax returns to review stage.



Must have extensive experience working with Xero and QuickBooks.

Sound understanding and working knowledge of tax-deductible expenses.

Skills

Able to navigate Microsoft packages, specifically Word and Excel.



Effective at time management with the ability to work to tight deadlines (both internally and externally) and deal with newly emerging priorities day-to-day without compromising attention to detail.



Confidently able to provide advice and make recommendations to clients, taking care to break down complex information in such a way as to help with understanding in both written and verbal communication.



To proactively seek out information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger to expand knowledge.

Personal attributes

Friendly and professional with the ability to communicate effectively at all levels, internally and externally and committed to providing exemplary customer care.



A fun and outgoing attitude with a desire to support the growth of a thriving business, whilst enjoying professional growth at the same time.



An advocate for continued professional development, constantly curious and hungry to learn but not afraid to ask for advice when needed and act upon feedback given.



Takes pride in professional appearance and positively represents the brand.

Shared values

Our values represent who we are as a company, they guide our decisions, underpin our relationships and govern the way we conduct ourselves and our business.

Relationships over numbers

- The meaningful relationships we build with our clients are fundamental to the way we do business. It is not enough to perform a service for our clients, our principal aim remains to give them the best; our deep understanding of their individual needs and circumstances enables us to not just meet expectations but exceed them, time and time again.

Learn together and often! -

We share our knowledge and experience with colleagues and clients generously, this commitment to continuous learning and development is what keeps us at the top of our game, protects our credibility and sets us apart from our competitors.

Respect Team, Time and Talents

- We are a team in the true sense of the word, every person matters equally, and we leave our egos at the door. We ?rmly believe that everybody has something valid to contribute and every person's time and talents are precious regardless of 'hierarchy'.

Balanced and beautiful -

We are committed to ensuring our client accounts, book-keeping and payroll are accurate and beautifully clean. This means the records represent the true state of the business, so owners can make well informed and con?dent decisions.

Courageous and Curious -

We understand that to grow we need to expose ourselves to experiences that fall outside of our comfort zones and undertake tasks that may seem dif?cult at ?rst. As a team we are continuously innovating, constantly looking for opportunities to improve what we do and always asking the question 'is there a better way?

Flexibility:

This job description is indicative of the range of current duties and responsibilities for the post, it is not comprehensive. It is inevitable that the duties will change to reflect organisational change and it is essential therefore that it is regarded with a degree of flexibility, so that changing needs and circumstances can be met. All changes will be discussed with the post holder. The job description for this post will be reviewed annually

Please note:

We reserve the right to close this vacancy early if a successful candidate is appointed before the advertised closing date of 16/11/2025.