Client Accounts and Tax Assistant

My lovely client based in a rural location on the outskirts of Horsham is looking for an experienced Client Accounts and Tax Assistant to join their team. Working as part of a team of 7, they really are a friendly bunch, who strive to work hard, have a happy and productive working environment and provide an exemplary service to their many clients - many of whom have been with them for years.

Purpose: To deliver comprehensive accounting and tax services, including statutory accounts, tax returns, and VAT compliance, while fostering strong client relationships and ensuring adherence to regulatory requirements.

Main Responsibilities:

• Working closely with clients & develop excellent working relationships
• Accounts & taxable profits computations for sole traders & partnerships
• Statutory accounts and tax returns for limited companies & LLPs
• Self-Assessment tax returns for private clients, business & property owners
• VAT compliance & returns
• Reserves computations & dividend distributions
• Company minutes, resolutions, forms & returns e.g. confirmation statement
• Bookkeeping

Measures of performance:

• Client retention
• Team happiness
• Client satisfaction
• Response times for client communications
• Meeting internal & external deadlines
• Maintenance of technical knowledge
• Accuracy of work
• Non-repetition of errors

PERSON SPECIFICATION

Knowledge:

• UK GAAP, FRS105 and FRS102 (s1A)
• Income tax for individuals & unincorporated businesses
• Corporation tax for small and micro entities
• VAT compliance for UK businesses
• Solid understanding of double entry bookkeeping

Skills/attributes:

• Share knowledge & experience, collaborate & communicate
• Be authentic & keep your word
• Look for solutions but don’t be afraid to ask for help
• Accept responsibility & apologise for mistakes
• Constantly look at ideas & processes for ways to improve
• Act openly & do not allow bias to override judgement

Qualifications:

• AAT (level 3 or higher)
• ICB level 4
• Part-qualified ACCA or ACA
• ATT and/or CTA pathway

Experience:

• Work in an accounting practice
• Work in a customer facing role
• Technologically proficient including Xero/QBO/Sage, MS Office applications, workflow/document management system

Benefits:

• Full-time with study package/apprenticeship
• Flexible working pattern, option to finish early on Friday
• Office-based in rural outskirts, near Horsham (free parking)
• 31 days holiday including Bank Holidays (days to be kept for closure between Christmas and New Year)
• NEST pension (3% employer, 5% employee)
• Salary sacrifice

Due to the location of this client, own transport is essential. This is a full time role, office based. Please note, due to volume of applications, only successful applications will be responded to.