Job Description

You will be assigned specific accounts and you will ensure that they are managed effectively and efficiently adhering to the current agreed procedures and software tools.

• Manage daily task list
• Ensure information is processed in a timely manner using specialist on-line tools
• Ensure all clients receive a consistent high level of service
  • Ensure accounts are produced to a consistent high standard and are passed to the Client Manager to be checked, signed and submitted
• Maintain compliant records
• Reconcile and record information
  • Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
• Assisting with managing client expectations and deadlines
• Assisting with the preparation of personal and business tax returns
  • Carrying out bookkeeping activities including journal postings and ledger reconciliations
  • Processing client records accurately using Xero and other accountancy software
  • Preparation of VAT returns and management accounts
• Deal with client phone calls adhering to company guidelines
• Deal with client correspondence following company guidelines
• Ensure client is contacted according to the guidelines for their category
• Escalate queries to Client Manager on same working day where appropriate
• Support the integration of new clients
• Utilize the software tools available to provide an outstanding service to clients
• Ensure your personal software certificates are achieved within agreed timescales and are kept up to date

Any other duties that may be required.

Either currently studying or aiming to study AAT

Benefits

• Competitive salary + pension contributions
• Full study assistance accompanies the role
• Benefits package Inc. private medical insurance, death in service benefit
• Development for career progression within a family-feel environment

Required Knowledge, Skills, and Abilities