About us
Periscope is a family-run accountancy practice established in 2001, based in Adderbury, Oxfordshire. Our team of 11 is made up of smart, passionate, and genuinely caring individuals dedicated to supporting business owners.
We’re committed to both our clients and our team, prioritising honesty, strong communication skills, team spirit, and (just as importantly) a sense of humour!
The role
We’re looking for a proactive, enthusiastic Client Manager to join our team, managing a portfolio of bookkeeping clients.
This role will involve day-to-day bookkeeping, VAT return preparation, CIS returns, and preparing management accounts. You’ll work closely with our accounts team for year-end accounts preparation and help us find ways to improve our client services continuously.
Key responsibilities
1. Client portfolio management: Build and maintain strong relationships with your client portfolio.
2. Bookkeeping: Perform day-to-day bookkeeping tasks using Xero and Dext.
3. VAT returns: Prepare and file VAT returns for clients.
4. CIS returns: Prepare and submit CIS returns.
5. Management accounts: Prepare monthly or quarterly management accounts as required.
6. Client communication: Communicate effectively with clients and HMRC, handling queries and providing support.
7. General admin: Perform general administrative tasks related to bookkeeping and assist with additional tasks as needed.
Requirements
1. Experience: Minimum of 2 years’ bookkeeping experience.
2. Accounting knowledge: Strong understanding of accounting principles, VAT, and CIS regulations.
3. Qualifications: AAT qualified; part-qualified or qualified by experience applicants will also be considered.
4. Communication skills: Excellent verbal and written communication skills with the ability to build trust with clients.
5. Time management: Ability to meet deadlines, prioritise tasks effectively and manage workflow.
6. Software: Experience with cloud accounting software, especially Xero and Dext. Familiarity with Sage, and Payroll Manager by Moneysoft is a plus, but training will be provided if needed.
7. Excel: Intermediate to advanced proficiency in Microsoft Excel.
8. Driving licence: Full UK driving licence.
Application process
If you're interested in joining the Periscope team, please send your CV to careers@periscopegroup.co.uk. We request that recruiters do not contact us regarding this position. We look forward to reviewing your application and potentially welcoming you to Periscope!
Job Types: Full-time, Permanent
Pay: £27,000.00-£30,000.00 per year
Benefits:
* Company pension
* Free parking
* On-site parking
Schedule:
* Monday to Friday
Work Location: In person
Expected start date: 02/01/2025
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