At a Glance
- Tasks: Manage bookkeeping tasks and assist clients with modern accounting software like Xero.
- Company: Join a leading independent firm of accountants in Surrey.
- Benefits: Enjoy flexible working, a healthy work-life balance, and career development opportunities.
- Other info: Unique role with excellent prospects for long-term career growth.
- Why this job: Be the go-to person for clients while learning and growing in a supportive environment.
- Qualifications: Strong Xero experience and bookkeeping skills; AAT qualification preferred but not essential.
The predicted salary is between 30000 - 40000 £ per year.
We are supporting one of Surrey's leading independent firms of accountants that are now looking for a bookkeeper with strong Xero experience to join their team in a client facing role that will assist with general bookkeeping and VAT plus will support with systems implementations / migrations. As a very unique new role, this position offers a bookkeeper an excellent opportunity to support a range of clients with traditional support, whilst also providing training and assistance on modern accounting systems / software. If you're looking for a long term role with one of Surrey's best employers, offering flexible working, a healthy work life balance and prospects for continued development, please don't hesitate to apply or get in touch.
Key Responsibilities
- Perform and review a mix of bookkeeping tasks and the preparation of VAT returns in support of a range of clients.
- Act as the main point of contact for your clients, answering queries and resolving issues where necessary.
- Provide training and assistance to clients on the use of modern accounting software, mainly Xero.
- Play an active part in the transition or migration of client information onto Xero.
- Support colleagues with queries relating to client bookkeeping and modern accounting software.
Requirements
- Ideally AAT Qualified, although individuals with strong experience will be considered.
- Strong experience with Xero is essential.
- Ideally you'll also have knowledge of other systems such as QuickBooks, Sage and Dext amongst others.
- Bookkeeping experience gained within an accountancy practice or client service environment.
- Strong communication skills and the ability to take responsibility for your own tasks and client portfolio.
Bookkeeper in Walton-on-Thames employer: Roland White
Join one of Surrey's leading independent firms of accountants, where you will thrive in a supportive and flexible work environment that prioritises your work-life balance. This role not only offers the chance to engage with a diverse client base but also provides ample opportunities for professional development and training in modern accounting systems, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Bookkeeper in Walton-on-Thames
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Roland White. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Bookkeeper in Walton-on-Thames
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Roland White.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Roland White's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Roland White
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Roland White.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Roland White will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Roland White employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
