At a Glance
- Tasks: Prepare accounts, tax returns, and financial statements while supporting junior team members.
- Company: Established accountancy practice with a forward-thinking approach near Halifax.
- Benefits: Flexible working, competitive salary, study support, and 25 days holiday plus bank holidays.
- Other info: Hybrid working options and a dynamic environment for career progression.
- Why this job: Join a friendly team and take your AAT qualification to the next level with growth opportunities.
- Qualifications: AAT qualified with strong analytical skills and previous accountancy practice experience.
The predicted salary is between 30000 - 40000 £ per year.
Sewell Wallis are working with an established, forward thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key position within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team. The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is something of longer term interest.
What will you be doing?
- Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process
- Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities
- Prepare and present financial statements on Iris AP
- Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT
- Preparation of VAT Returns for clients using the correct software for that client
- Complete Company Secretarial duties using Iris
- Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any
- Liaise with Client Manager or Senior Manager for any taxation queries
- Gather personal tax return information for individuals
- Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email
- Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients
- Ensure that Iris client data is correct and up to date
- Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work
- Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines
- Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday
- Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients
What skills will you need?
- AAT Qualified
- Strong analytical skills and attention to detail
- Previous experience working within an accountancy practice
- Commercial awareness and understanding of how tasks and activities impact the business and clients
What's on offer?
- Flexible working options
- Hybrid working
- Highly competitive salary
- Study Support
- 25 days holiday + bank holidays
Please apply below, or for more information, contact Lawrie Bacon. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful.
Accountant in Halifax employer: Sewell Wallis Ltd
Sewell Wallis is an excellent employer, offering a supportive and friendly work environment in Halifax, West Yorkshire, where AAT qualified Accountants can thrive. With flexible working options, hybrid arrangements, and a commitment to employee growth through study support, the company fosters a culture of collaboration and mentorship, making it an ideal place for those looking to advance their careers in accountancy.
