We are a small, well-established accountancy firm providing a wide range of accounting, tax, and bookkeeping services to businesses and individuals. We are committed to delivering high-quality, personalised support and building lasting relationships with our clients. Our success is driven by our people, and we strive to create a collaborative and supportive workplace where employees can develop professionally and reach their full potential. Through our expertise, we help clients make informed decisions and achieve their financial objectives.
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
- To prepare bookkeeping for clients.
- Sort through prime records, such as invoices, as required for entry into the bookkeeping system.
- Prepare and review data in bookkeeping systems, critically appraise the entries and recommend improvements and corrections as necessary.
- Develop knowledge of internal and external cloud and desktop systems, advise regarding these systems as required.
- Liaise with clients, clear queries, and provide bookkeeping guidance.
- Prepare and review period end VAT returns.
- Query transactions with clients as necessary.
- Ensure bookkeeping accounts are balanced and reconciled and work with the internal team and client to investigate and reconcile differences. Proactively look to reconcile differences, with manager approval.
- Work with other staff members to ensure a smooth transition from bookkeeping to annual accounts.
- Ensure deadlines are met, for example, submission of VAT returns.
- Assist with updating internal records and checklists for client work.
- Work with colleagues to help update, and recommend improvements to, systems, processes, and controls.
- Acknowledge all client correspondence in a professional manner.
- Undertake training as necessary and be proactive with your own development.
- Understand and complete the AML process for new and existing clients.
- Review clients' records and develop understanding with a view to making recommendations for improvement.
- Manage own time and interact with other department team members to schedule work and ensure all deadlines are met.
- Support and develop junior members of the team.
- Take an active role in team meetings and discussions.
- Assist with administrative duties as required by the company.
- Assist fellow colleagues and peers as required by the company.
- Good personal motivation, organisational skills, flexibility, and the ability to manage your own workload.
- Good attention to detail and a high degree of accuracy.
- The ability to communicate clearly, and effectively at all levels including ensuring the managers and the director are aware of any client issues.
- The ability to work closely with other members of the team and management team.
- Professional, personable, presentable, and punctual.
- AAT qualified or qualified by experience.
- Demonstrable experience with Excel and Xero.
- Familiarity and an understanding of the relevant statutory compliance issues affecting the company including GDPR & Money Laundering. xiskglj
- Preferred full driving licence, plus unrestricted access to a car.
- Reports to: Company Director - Grade: Employee - Working hours – 16-20 hrs per week + additional overtime as available during busy periods. - Flexible arrangements for working pattern including days worked and hours per day. Must have a valid right to work in the UK.
