Business Support Services - Corby

Responsibilities:

• Assist with weekly and monthly work for clients within set deadlines
• Respond to ad hoc questions from clients
• Attend client’s premises to conduct bookkeeping work
• Assist and train clients with accounting systems including Sage, Xero, Quickbooks, Dext and Autoentry
• Set up accounting systems to include opening balances, chart of accounts, customers, suppliers, and general settings (e.g. year end, VAT information)
• Provide trainees with on-the-job training and delegate work to support their development
• Manage and monitor workflow and the progression of assignments delegated to trainees
• Bookkeeping, including preparing, processing and recording bank transactions, processing purchase, sales, and general ledger entries and producing reports
• Prepare management accounts and reports specific to clients’ needs
• Prepare VAT returns and notify portfolio holders of any matters for attention
• Provide constructive accounting advice to clients
• Identify departures from accounting standards or company law and communicate to senior team members
• Liaise with tax, payroll and accounts teams regarding clients
• Prepare year end accounts files for clients with supporting schedules for all balance sheet items and tax sensitive profit and loss items.Dealing with matters arising from the auditors.
• Proactively participate in two way communication regarding bookkeeping and VAT return progress and any issues with client and portfolio holder
• Monitor budgeted time allocated for the allocated work and notify the portfolio holder if it will go over the set timeframe.

Education/Experience:

• AAT Level 4 or qualified by experience
• Bookkeeping skills
• Good VAT knowledge
• At least 5 GCSES grade 4-9 with a 6 or above in english language and maths
• Driving licence and access to transport is essential

Other Responsibilities:

• Provide constructive feedback to line manager regarding processes and procedures
• Develop soft skills for communicating with clients
• Save all correspondence with clients in the document management system
• Be up-to-date with the firm’s policies and procedures and comply with them at all times
• Complete timesheets accurately on a daily basis
• Take on any other duties appropriate as and when required
• Assist with mentoring of junior members of staff
• Be aware of the firm’s risk management and practice assurance procedures and ensure compliance