Salary: $800
Bookkeeper & Administrative Assistant
We’re looking for a detail-oriented Bookkeeper & Administrative Assistant to manage bookkeeping for a small client portfolio, assist with VAT returns, and support firm administration. This role includes client onboarding, compliance checks, and preparation for Making Tax Digital for Income Tax (MTD-ITSA). If you're organized, efficient, and eager to grow, we’d love to hear from you!
Proficiencies
* Xero and QuickBooks
* MS Excel
* MS Outlook
* Microsoft 365
* Fundamental knowledge of bookkeeping
* Knowledge of UK VAT
* Ability to communicate concisely, verbally and in writing, in English
* Strong time management skills, with the ability to prioritize urgent tasks efficiently
* Ability to learn new skills, maintain knowledge, and acquire new information—essential for keeping up with changes to taxation regulations (with provided external and in-house training)
Bookkeeping Responsibilities:
* Weekly bookkeeping for a small portfolio of clients involving entering purchase and sales invoices into Xero, performing bank reconciliations, and month-end debtor/creditor checks.
* Posting of journal entries.
* Assisting Partners with bookkeeping for preparation of accounts.
* Preparation of VAT returns for Partner review.
Administrative Tasks for the Firm:
* Completing Client Onboarding procedures and recording those procedures on BrightManager.
* Preparation of Letters of Engagements (LoE).
* Checking Client Anti-Money Laundering documentation is up to date and carrying out AML checks (training will be given for this process).
* Registering clients for Self-Assessment, VAT, PAYE, Capital Gains (digital authorisations), and Trust Registration (training will be given for this process).
* Checking client authorisations exist, preparing and sending 64-8 forms where missing, completing digital authorisations (training will be given for this process).
* Filing documents such as registration forms, 64-8 forms, authorisation confirmations, signed LoE, forms completed.
* Other administrative tasks requested by the Partners from time to time.
Making Tax Digital for Income Tax (MTD-ITSA):
* Preparing a list of clients affected in the build-up to this date (6th April 2025).
* Supporting clients with registration for MTD-ITSA.
* Preparation and submission of quarterly filings for MTD for ITSA.
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