Business Support Services
Provide clients with accounting and back-office services, including bookkeeping, management accounting, VAT compliance, and other ad hoc advice and assistance on accounting matters.
RESPONSIBILITIES
1. Assist with weekly and monthly work for clients within set deadlines
2. Respond to ad hoc questions from clients
3. Attend client’s premises to conduct bookkeeping work
4. Assist and train clients with accounting systems including Sage, Xero, Quickbooks, Dext, and Autoentry
5. Set up accounting systems to include opening balances, chart of accounts, customers, suppliers, and general settings (e.g. year-end, VAT information)
6. Provide trainees with on-the-job training and delegate work to support their development
7. Manage and monitor workflow and the progression of assignments delegated to trainees
8. Bookkeeping, including preparing, processing, and recording bank transactions, processing purchase, sales, and general ledger entries, and producing reports
9. Prepare management accounts and reports specific to clients' needs
10. Prepare VAT returns and notify portfolio holders of any matters for attention
11. Provide constructive accounting advice to clients
12. Identify departures from accounting standards or company law and communicate to senior team members
13. Liaise with tax, payroll, and accounts teams regarding clients
14. Prepare year-end accounts files for clients with supporting schedules for all balance sheet items and tax-sensitive profit and loss items, dealing with matters arising from the auditors.
15. Proactively participate in two-way communication regarding bookkeeping and VAT return progress and any issues with client and portfolio holder
16. Monitor budgeted time allocated for the allocated work and notify the portfolio holder if it will go over the set timeframe.
OCCASIONAL ACCOUNTS AND YEAR END ASSIGNMENTS
1. Draft accounts for manager’s review and approval to include:
2. Production of lead schedules to agree to accounts disclosures
3. Collation of appropriate evidence to support figures in the account
4. Draft sole trader/company tax computations
5. Raise relevant and coherent queries to assist with supervisor/manager review
6. Liaise and communicate with portfolio holder and client
OTHER RESPONSIBILITIES
1. Provide constructive feedback to line manager regarding processes and procedures
2. Develop soft skills for communicating with clients
3. Save all correspondence with clients in the document management system
4. Be up-to-date with the firm’s policies and procedures and comply with them at all times
5. Complete timesheets accurately on a daily basis
6. Take on any other duties appropriate as and when required
7. Assist with mentoring of junior members of staff
8. Be aware of the firm’s risk management and practice assurance procedures and ensure compliance
EDUCATION AND EXPERIENCE
1. At least AAT Level 4 qualified or qualified by experience
2. Proficient bookkeeping skills
3. Good VAT knowledge
4. Previous accountancy practice experience of management accounts preparation for sole traders, partnerships, and limited companies is preferred
5. Extensive knowledge of accounting software including Sage, Quickbooks, Xero, and Dext
6. At least 5 GCSEs grade 4-9 with a 6 or above in English Language and Maths (or equivalent)
7. Competent knowledge of Microsoft Office software particularly intermediate or advanced Excel
8. Ability to deliver accurate work to deadlines and under pressure
9. Demonstrate a commitment to delivering a first-class service to clients, and the ability to work as part of a team
10. Excellent customer service and communications skills, both written and verbally
11. Sound technical and analytical skills
12. Good communication, report writing, and presentation skills
13. Ability to multi-task between different clients and assignments
14. Adaptable and flexible in attitude
15. Must be able to live and work in the UK
A driving licence and access to transport is essential as work is often conducted at the client’s premises.
SALARY / BENEFITS
1. A dynamic and varied workload and excellent prospects for progression
2. Salary GBP27,000 to GBP33,000 depending upon experience. Salary is reviewed annually
3. Extensive internal and on-the-job training
4. Paid overtime or time off in lieu
5. Group Personal Pension Scheme
6. 23 days annual leave in addition to statutory bank holidays
7. Life assurance cover of four times salary
8. Eligibility for the firm’s annual bonus scheme
9. Flexible working
10. Client referral bonus
11. Employee referral bonus
12. Ongoing Learning and Development through one-to-one mentoring
13. Social events including Christmas and Summer parties, inter-office sports events
14. Charity fundraising to help support the local community
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