This is an exciting role within a fun, dynamic team, with exposure to a varied portfolio of clients across outsourced services.
This role is client-facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and internal teams.
There is the requirement to manage deadlines, complex technical accounting queries and the ability to review the work of others within the team.
You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions. This will include the processing of bookkeeping and preparation of management accounts, VAT returns and CIS returns.
Duties & 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
- Assist with office administration
- Training client assistant role
- Ad hoc projects
General responsibilities:
- Managing client’s expectations and delivery up to date financials on time, every time
- CPD and ongoing training
- Ensure confidentiality of sensitive client dataDirect 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:
- 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
Knowledge & experiences:
- GCSEs (or equivalent) in Maths, English
- Previous experience within an accounting practice preferable (1-2 years)
Personal attributes:
- Attention to detail
- Open to learning new systems and processes
- Team player/social
- Good communicator
- Articulate
- Ability to manage workloads
- Ability to meet deadlines
- Ability to train others
- Refer to competency framework for specific behavioural indicators
Wilson Partners was established in 2008 in the heart of Maidenhead, Berkshire, by two brothers, Allan and Chris. From day one, there has been a key focus on team culture, driven by the belief that our business is all about the people. Now with offices in Maidenhead, Cambridge, Exeter, Manchester, Nantwich, Newton Abbot, Oakham, Plymouth, Sevenoaks, Stellenbosch, Tonbridge, Wilmslow and Woking, and a team of 460 and counting, we’re here to make a positive impact. Our continued growth journey means we are always on the lookout for great talent.
We’re proud to do things a little differently, we’re business enthusiasts who just happen to be accountants, we want to challenge and be challenged. We strive for the best, and we want our clients and people to see the value in how we operate and that we can make a real difference.
Equity, Diversity and Inclusion
At Wilson Partners our approach to diversity is simple, we believe our strength lies in people. We are committed to creating a workplace where every individual can thrive.
We value diverse perspectives, experiences, and backgrounds, knowing they fuel innovation, better decisions, and collective success.
Guided by our values of teamwork, expertise, attitude, innovation, and people, we actively foster an inclusive environment built on respect and opportunity.
We want our clients and our teams to feel empowered, supported, and able to contribute their best.
We are committed to ensuring an inclusive recruitment process. If you require reasonable adjustments at any stage of the recruitment process, please let us know.
We want people with a passion for business, who love working in a team, can also thrive independently and who embrace change.
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Client Advisor in Cambridge employer: Wilson Partners Limited
Wilson Partners is an award-winning Accounting, Tax and Corporate Finance firm that prioritises employee growth and a vibrant work culture. With a commitment to investing in our people, we offer a supportive environment where you can develop your career as a Tax Associate while working with a diverse portfolio of clients. Our dynamic team fosters collaboration and innovation, making it an exciting place for ambitious individuals looking to make a meaningful impact.
