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Our client are passionate about business. Their team of accounting professionals are commercially focused, putting their client’s needs first. Their mission is to use their years of experience and skills in accountancy to create a personalised service that helps small businesses start, survive and grow.
As part of a highly enthusiastic (and growing!) team of 30+, you will play a crucial role, building relationships with a growing client portfolio and delivering their key work. This role will be exceptionally exciting to a candidate looking to make use of existing qualifications and manage their own client portfolio in a rapidly growing, innovative and ‘modern’ business.
Key responsibilities
To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
To communicate as required with clients via phone, email, social media and in person, including chasing records.
To 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 assess and advise clients on their tax position.
To optimise and plan the tax efficiency of clients as required.
To complete, review and prepare book-keeping and VAT returns where required.
To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries as required.
To maintain electronic filing of books and records.
Management of client administration and records.
To participate in activities necessary to support the smooth running of the office environment.
To manage and maintain your professional development and learning.
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.
To carry out 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 prepare and execute year end client meetings as required.
Internal and external training e.g., client bookkeeping training and as applicable as per our company values.
To ensure all internal and statutory deadlines are met e.g. – HMRC, SLA etc.
To carry out client fee reviews.
Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
Must hold membership to a professional body (does not need to be a chartered body).
Be confident in providing direct advice to clients. Sound tax knowledge is a must.
Be an effective communicator, able to communicate at all levels both internally and externally.
Experience working in accounting practice within the past 2 years, and at least 3 years accounting practice experience.
Good standard of verbal and written English.
Proficient IT skills (Excel & Word essential).
A sound working knowledge of QuickBooks and Xero (desirable).
Personal Attributes
Being able to work to tight deadlines both internally and externally (HMRC).
To be able to communicate at all levels, across the company and to clients directly.
Excellent time management skills and the ability to prioritise.
Committed to providing exemplary customer care.
Enthusiastic and well presented for an office environment with a friendly and positive attitude.
Desire for self-improvement, to learn and improve skills.
Self-motivated and confident to ask or help if needed.
Attention to detail is key.
Flexible working environment.
Paid time off at Christmas.
Access to an Employee Assistance Programme.
Access to Healthcare Cash Plan.
Paid day off for your birthday.
Office Christmas party.
Holiday reward scheme based on length of service.
Hours per week: Monday – Thursday, 9:00 – 17:00 and Friday 9:00 – 16:00 with a 30 minute
unpaid lunch.
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