Client Assistant
Full-time
Mayfly Agri
Minimum requirements for the role:
- Must have a relevant tertiary Accountancy qualification
- Minimum 1–2 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.
- 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.
- 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.
Vacancy posted 7 hours ago
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