Job Description

The role will have the responsibility of the entire bookkeeping process for a portfolio of clients

All bookkeeping duties using predominantly Sage Line 50, for the preparation of client’s books such as:

• Sales and Purchase ledger inputting and maintenance
• Filing and referencing documents in a timely manner
• Agree client balances to supporting documentation
• Bank reconciliations
• Complete and submit VAT returns for allocated clients
• CIS knowledge (ideally)
• Accounts up to the Trial Balance stage ready to be given to the Accountants.

Statutory Administration duties such as:

• Filing Annual Confirmation Statements to Companies House using our software
• Additional statutory paperwork for changes made by clients (training will be given)

Office Administration duties such as:

• Setting up new clients on in-house software systems
• Answering telephone calls
• Filing paperwork

Client relations:

• Develop and maintain good client relations
• Liaise with clients directly to resolves queries or obtain further information
• Ensure a high level of service to meet client expectations

Schedule:

• Monday to Friday

Work remotely:

• No

COVID-19 precaution(s):

• Remote interview process
• Personal protective equipment provided or required
• Plastic shield at work stations
• Temperature screenings
• Social distancing guidelines in place
• Virtual meetings
• Sanitization, disinfection or cleaning procedures in place

Required Knowledge, Skills, and Abilities

Knowledge of Sage Line 50 software is essential. Ideally would have experience in a similar role. AAT Qualified would be advantageous however candidates qualified by experience would be considered. Excellent communication skills both written and verbal. Organized and methodical. Client focused. Strong IT Skills. Ability to work on your own initiative. Efficient time management. Ability to work to deadlines. Experience: bookkeeping: 2 years (Preferred).