Financial Client Adviser
2 weeks ago
**Minimum requirements for the role**:
- Must have a relevant Accountancy qualification
- Minimum 3 years experience within an accounting firm or accounting role will be required
- Must have previous experience in producing management accounts and VAT returns
- Strong accounting knowledge, in particular the requirements of FRS 102 is important for this role
- Advanced computer literacy, especially in the use of Xero and Excel is essential
- Must have attention to detail and the ability to manage workloads under stringent deadlines
- Above-average communication skills, with the ability to interface with internal and external stakeholders of all levels, including Line Managers and Clients, will be required
- Must be willing to learn new systems and processes and have the ability to train others on accounting systems and add-ons
- Managing clients expectations and delivering up to date financials and compliance filings on time, every time.
- Preparing and reviewing VAT returns, management reporting, CIS returns and P11Ds.
- Reviewing work from the Data Processor prior to publishing it within Xero or relevant accounting system.
- Performing bookkeeping and data processing functions.
- Preparing and reviewing budgets and forecasts.
- Managing the Data Processor and providing training as required.
- Driving Continuing Professional Development and ongoing training.
- Ensuring confidentiality of sensitive client data.
- Collaborating with other team members in order to meet deadlines.
- Identifying opportunities to improve/streamline internal processes.
- Performing functions in accordance with the business values and competency framework.
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