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 improve/streamline internal processes • Technology expert - ability to train others on accounting systems and add-ons • To act in accordance with the business’ values and competency framework Skills & abilities Knowledge & experiences Personal attributes • Ability to communicate with direct line managers • Ability to communicate clearly and concisely with clients • Good accounting knowledge • Use of IRIS, Xero, Excel preferable but not essential • GCSEs (or equivalent) in Maths, English • Previous experience within an accounting practice preferable (1-2 years) • Attention to detail • Team player/social • Open to learning new systems and processes • Good communicator • Articulate • Ability to manage workloads • Ability to meet deadlines • Ability to train others • Refer to competency framework for specific behavioural indicators