Prepare, send and submit accounts and tax returns for a mix of clients including Sole Traders, Partnerships and Limited Companies
Liaise with clients via phone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentation
Be involved with the onboarding of new clients, integrating them into your own portfolio
To assess and advise clients on their tax position
Complete, review and prepare bookkeeping and VAT returns where required
Deal with HMRC queries and resolving issues as and when required
Maintain electronic filing of books and records
Management of client administration and records
Attend network events when required
Prepare and execute year end client meetings.
Internal and external training e.g., client bookkeeping training.
Carry out client fee reviews
Undertake any other ad-hoc duties to assist the business as and when required
Required Knowledge, Skills, and Abilities
Bookkeeping
Statutory Accounts
VAT
You will ideally have at least two years' practice experience with a good accounts background, preferably with a professional qualification such as AAT, ACCA or ACA, although study support may be offered if required.
A good working knowledge of Excel, QuickBooks and Xero would also be an advantage.