Job Description

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Pay: 28,000 - 31,000


You will be a critical role in supporting our clients' financial operations by maintaining accurate financial records, preparing VAT returns, and ensuring compliance with accounting standards and HMRC regulations. This role is ideal for someone who enjoys working with multiple clients and is comfortable managing a varied workload.



Key responsibilities

Maintain accurate and up-to-date client accounting records using software such as Xero, QuickBooks, or Sage. Process sales invoices, receipts, supplier invoices, and payments. Reconcile bank statements, credit cards, and control accounts. Prepare and submit VAT returns in line with Making Tax Digital (MTD) requirements. Ensure compliance with HMRC regulations and filing deadlines. Assist in the preparation of management accounts for clients. Provide financial data and reports to support client reviews and decision-making. Liaise directly with clients to gather information and provide updates. Assist clients with queries relating to bookkeeping, software, and reporting. Work closely with our Client Service Managers and other team members to ensure seamless service delivery. Support ad-hoc projects, year-end accounts preparation, and process improvements as needed.

The post holder may also be asked to support and undertake other related duties not listed in this role


Description from time to time according to the needs of the business.


Key Skills

Relevant professional qualification, being AAT or equivalent. Proficient in cloud-based accounting software (Xero, QuickBooks, Sage). Client centricity Commerciality within the role that you perform The ability to create and maintain relationships with introducers, both internally or externally The ability to identify potential matters for inter departmental referrals, particularly our financial services team Excellent communication skills, face to face, via digital communication mediums, in written form Knowledge of hosting client meetings, together with questioning techniques, principles of fact- finding, both hard and soft fact gathering Excellent written skills Proficient in Microsoft 365

Results driven Team orientated

High level of integrity and ability to maintain confidentiality Excellent time management and organisational skills Self-motivated Problem solving ability

Benefits


From Day 1

25 days annual leave (includes 2 days for Christmas shutdown) for the team Birthday off Early finish on a Friday in August, 4pm Free onsite parking Free tea / coffee / refreshments Company events Celebration gifts for weddings, babies, attaining professional qualification, other significant life

events and major work anniversaries

Staff referrals bonus Client introduction bonus MySmartSpending Rewards Financial Services Advice - significant reduction in the cost Support charity efforts

After Probation


Option for hybrid work

Option to buy / sell annual leave - up to 5 days per year Profit share scheme Simply Health cashback scheme Salary sacrifice pension scheme (all employer NI saving passed across to employee pension) Up to 15 hours or 2 days for wellbeing (to inc health check ups, physio, chiropractor, mental

health, pet leave etc.)

* Time off to take your child to school on their first day