Address
Form of work
SalaryKey Responsibilities:
To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
To communicate with clients via phone, email, social media and in person, including chasing records
To support Client Managers / onboard new clients and integrate them into theirs / your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
To complete, review and prepare book-keeping, VAT returns and CIS.
To maintain electronic filing of books and records both internally as well as management of client administration and records.
To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
To participate in activities necessary to support the smooth running of the office environment.
To manage and maintain your professional development and learning including any relevant CPD required by your professional body.
To ensure and update HMRC/Companies House statutory information is accurate.
To attend networking events where required.
To participate and contribute to year end client meetings.
Internal and external training e.g., client bookkeeping training and as applicable as per our company values.
To provide excellent client care both on the phone and in person, delivering reports and updates. This will include answering incoming calls, greeting clients and welcoming them into the office, offering them refreshments and showing them in and out of the building.
General Duties:
To attend training and development deemed necessary for the post in agreement with the line manager.
To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of
Person specification:
Relevant experience
Experience working in a fast-paced accountancy practice with responsibility for a varied caseload of clients, supported by a membership to a professional body.
Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
Experience utilising Xero, Quickbooks, DEXT and Free Agent. (Highly desirable although not essential).
Sound understanding and working knowledge of Tax.
