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Client advisor

Plymouth
Permanent
R&A Talent Aquisition Partners Ltd
Client advisor
Posted: 9 December
Offer description

Job title Client Advisor Location - Plymouth, Devon Workplace type - We offer flexible hybrid working arrangements. Employment type - Full-time Salary - £30,000-£35,000 Main purpose of job To ensure the client experience is seamless. Reports to Senior Client Advisor Department Key responsibilities • Preparation of VAT returns • Preparation of management reporting • Preparation of CIS returns • Preparation of statutory reporting • Year-end opening balance adjustments • Preparation of Corporation Tax returns • Company secretarial services • Data processing - including utilising systems to streamline processing • Reviewing work from a Client Assistant prior to publishing this within Xero or relevant accounting system • Go to person - for initial client queries • Software support for clients • Xero and app setups/training • Budgets/forecasts with clients • Assist with administration • Training Client Assistant role • Ad hoc projects General responsibilities • Managing client’s expectations and delivery up to date nancials on time, every time • CPD and ongoing training • Ensure con dentiality of sensitive client data • Direct communication with clients • Working with other team members in order to meet deadlines • Identify opportunities to imp...

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