Job Description

The role of an Associate Client Advisor is to ensure accurate and timely preparation of statutory financial statements and tax compliance for a range of UK and international clients. You will be the point of contact for your portfolio of clients, providing high quality advice on their year-end compliance process and work with other teams to deliver an excellent client experience. As a trainee, your time would usually be split between working in the office and studying for your professional exams. However due to the current pandemic situation company continues to work remotely only visiting the office and client sites on a restricted basis.

During your first two years you will:

• Learn how to use accounting software and systems in order to prepare financial statements for clients' year end requirements;
• Develop an understanding of financial statements and the nature of the clients' business;
• Co-ordinate with tax, payroll and audit hub to deliver client information as a whole; and
• IXBRL tagging.

During your third year you will:

• Manage your own client portfolio;
• Self-review your own-work, ensuring minimal review points are raised by managers;
• Have confident knowledge of accounting standards which you apply to a given set of year end financials; and
• Carry out the tax computation for simpler clients.

In your final year you will be expected to be able to take responsibility for the junior members of your team. You will train them and review their work.

Benefits

• Annual Leave +
• Charitable Giving
• Dental Insurance
• Wellbeing Benefits
• Virtual GP
• Cycle to Work
• Gym Discounts
• Life Assurance
• Pension
• Flexible Benefits +

Required Knowledge, Skills, and Abilities

Interpersonal skills; the ability to build client relationships with a foundation of trust and responsibility. Analytical skills; the ability to think critically, research and solve problems. Attention to detail and strong time-management skills. Commitment to self-development & learning. Affinity with our values; in particular, respect for individuals, diversity and integrity. We will fund your study towards the AAT qualification. You will receive a full study package to ensure that you successfully complete your professional qualification. This includes time off to study, attend college and complete online courses. Your professional qualification is only part of the story at company; we support all of our trainees with a blended approach to training and development including classroom study, 1:1 coaching, and soft skills training. You will be supported by a mentor and an appraising manager to keep your career and aspirations on track.