Finance Client Advisor

Minimum requirements for the role:

• Must have a relevant tertiary Accountancy qualification
• Minimum 12 years experience within an accounting firm or accounting role
• Experience producing management accounts and VAT returns is essential
• Use of Xero, IRIS and Excel is preferable
• Must possess strong attention to detail
• Willingness to learn and adapt to new systems and processes
• Team player with strong interpersonal skills
• Good communicator and articulate
• Ability to manage workloads, meet deadlines, train and support others
• Results-driven with the ability to achieve work goals and objectives

The successful candidate will be responsible for:

• Managing the delivery of work to a portfolio of clients.
• Preparing and reviewing VAT returns.
• Preparing and reviewing management reporting.
• Preparing and reviewing CIS returns.
• Preparing statutory reporting.
• Preparing Corporation Tax returns.
• Performing year-end opening balance adjustments.
• Providing company secretarial services.
• Reviewing work from the Client Assistant prior to publishing within Xero or relevant accounting systems.
• Processing data and performing bookkeeping, including utilizing systems to streamline processes.
• Setting up and training clients on Xero and associated apps.
• Collaborating with clients on budgets and forecasts.
• Training and supporting the Client Assistant role.
• Assisting with office administration.
• Participating in ad-hoc projects.
• Acting as the go-to person for initial client queries and providing software support.
• Managing client expectations and delivering up-to-date financials and compliance filings on time.
• Engaging in CPD and ongoing training.
• Ensuring confidentiality of sensitive client data.
• Working with other team members to meet deadlines.
• Identifying opportunities to improve and streamline internal processes.
• Acting as a technology champion and training others on accounting systems and add-ons.
• Acting in accordance with the business values and competency framework.
• Communicating effectively with direct line managers.
• Communicating clearly and concisely with clients.
• Maintaining strong accounting knowledge.

Please note that subsequent to the screening and shortlisting process, all further communication will be entered into only with the shortlisted candidates. If you do not receive any feedback from us within 2 weeks of applying, please consider your application unsuccessful.