Job title:
Client Adviser Location:
Sevonoaks, Kent Salary:
£45,000-£50,000 Main purpose of job:
To provide accurate real-time data to our clients, enabling them to make better decisions and achieve their goals. To ensure our clients are compliant and therefore able to 'sleep at night'. Reports to:
Senior Client Adviser Duties & Key Responsibilities:
Managing the delivery of work to a portfolio of clients, including: Bookkeeping services Preparation of VAT returns Preparation of management reporting The 'go to' person for client queries Software support for clients Xero and app setups/training Setting up payment runs Preparation of CIS returns Company secretarial services - dividend vouchers Adhoc projects General Responsibilities:
Managing client's expectations and delivering up-to-date financials, while meeting all relevant compliance deadlines. Continuous Professional Development (CPD) and ongoing training. Ensure confidentiality of sensitive client data. Direct communication with clients. Working closely with other team members to meet deadlines. Identifying opportunities to improve/streamline internal/client processes. Acting in accordance with the business' values and competency framework. Skills and Abilities:
Ability to communicate with direct line managers and client managers. Ability to communicate clearly and concisely with clients. Use of Xero and Excel preferable. Knowledge & Experience:
GCSE's in Maths and English. Qualified or Part Qualified (AAT, ACCA, ACA) preferable, but not essential. Basic VAT knowledge. Minimum of 8 years experience within an accountancy practice. Personal Attributes:
Attention to detail. Open to learning new systems and processes. Team player/social. Good communicator. Articulate. Ability to manage workload. Ability to meet deadlines.
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Client Adviser Location:
Sevonoaks, Kent Salary:
£45,000-£50,000 Main purpose of job:
To provide accurate real-time data to our clients, enabling them to make better decisions and achieve their goals. To ensure our clients are compliant and therefore able to 'sleep at night'. Reports to:
Senior Client Adviser Duties & Key Responsibilities:
Managing the delivery of work to a portfolio of clients, including: Bookkeeping services Preparation of VAT returns Preparation of management reporting The 'go to' person for client queries Software support for clients Xero and app setups/training Setting up payment runs Preparation of CIS returns Company secretarial services - dividend vouchers Adhoc projects General Responsibilities:
Managing client's expectations and delivering up-to-date financials, while meeting all relevant compliance deadlines. Continuous Professional Development (CPD) and ongoing training. Ensure confidentiality of sensitive client data. Direct communication with clients. Working closely with other team members to meet deadlines. Identifying opportunities to improve/streamline internal/client processes. Acting in accordance with the business' values and competency framework. Skills and Abilities:
Ability to communicate with direct line managers and client managers. Ability to communicate clearly and concisely with clients. Use of Xero and Excel preferable. Knowledge & Experience:
GCSE's in Maths and English. Qualified or Part Qualified (AAT, ACCA, ACA) preferable, but not essential. Basic VAT knowledge. Minimum of 8 years experience within an accountancy practice. Personal Attributes:
Attention to detail. Open to learning new systems and processes. Team player/social. Good communicator. Articulate. Ability to manage workload. Ability to meet deadlines.
#J-18808-Ljbffr
