Your New Role:
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 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:
• 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
Client Advisor employer: Wilson Partners
Join a dynamic and supportive team as an Audit and Financial Reporting Trainee, where you will gain invaluable experience in accounting and audit processes while working closely with seasoned professionals. Our company fosters a collaborative work culture that prioritises employee growth, offering training and development opportunities to enhance your skills and career progression. Located in a vibrant area, we provide a stimulating environment that encourages innovation and teamwork, making us an excellent employer for those seeking meaningful and rewarding employment.
