Job Description

The role of an Associate Client Advisor is to ensure accurate and timely preparation of management accounts including VAT 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 as well as the various Apps and systems to meet the clients' bookkeeping needs and be able to prepare accurate and value-added management accounts;
• Develop an understanding of financial statements and the nature of the clients' business;
• Understand the Apps within our App Stack and how they should be used for your clients.
• Co-ordinate with tax, payroll and audit hub to deliver client information as a whole; and

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 accounts; and

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. Strong academic performance is important so we know that you're ready to take your professional exams. However, we understand things don't always go to plan – so if you don't meet our minimum requirements, please let us know if you have any exceptional achievements or extenuating circumstances which affected your results. We also consider your achievements in the context of your socio-economic background, so encourage you to submit your contextual information. 112 UCAS points or above. B in English Language & Math’s. 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 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.