We have a network of preferred recruiting partners and are not accepting applications from agencies for this vacancy
POSITION SUMMARY AND CANDIDATE PROFILE
Reporting within a client portfolio servicing team to a Client Manager, the position is responsible for providing accurate, complete and timely Bookkeeping and VAT services for clients and supporting the Client Manager / Practice Partner to meet account production service levels.
Working in the TaxAssist Group
This is an excellent opportunity for a capable individual who enjoys working as part of a team to deliver excellent client service. The ideal candidate will be looking to develop their skills in a commercial and entrepreneurial environment.
Experience the rewarding and varied nature of working with a range of businesses units and individuals in a friendly supportive atmosphere.
Work for an employer who invests in career development with opportunities for growth and development in a rapidly growing and dynamic business.
Our Values
- Client Focused: We care about making a difference in our clients’ lives.
- Collaborative: We develop meaningful relationships with a culture of shared success.
- Progressive: We continuously evolve to stay ahead in a rapidly changing world.
- Integrity: We uphold transparent, honest, and ethical practices, taking care in everything we do.
RESPONSIBILITIES
The key duties of the post are as follows:
- Preparation of Sole Trader and Individual Personal Tax Self-Assessment Tax returns for manager review.
- Assist with bookkeeping duties to include double entry bookkeeping, processing sales & purchase invoices, reconciling bank, preparing VAT returns and helping prepare P&L accounts and balance sheets.
- Preparation of limited company accounts for manager review.
- Establish and maintain effective working relationships with the Manager – Bookkeeping, VAT & Management Accounts, Client Partners and Accountants.
- Communicate and liaise verbally and in writing between clients/visitors/enquirers and staff and interpret and respond clearly and effectively.
- Manage, organise and update relevant data using database applications.
- Maintaining CPD requirements through the TaxAssist Academy technical and professional associations/training organisations.
GENERAL MINIMUM JOB STANDARDS & RESPONSIBILITIES
- Quality of work: accuracy, thoroughness, completeness. Assignments are completed using standard work-papers/templates to a high standard that are ready for review. Partners can complete their reviews and communicate with the client within assigned review budgets. All in and out client correspondence is filled in TaxCalc and Virtual Cabinet
- Productivity: assignments are completed within the budgeted time and costs which are always checked before commencing work. Colleague always checks the agreed Client “Record Quality” factored into client fees and escalates any issues with the Partners for resolution with the client before spending time.
- Client Development & Satisfaction: Clients worked on are satisfied with our service and would rate us a minimum of 8 or 9 out of 10. They would recommend us to their friends and family. Client concerns/issues are escalated to Partners. Client requests and communications are acknowledged within 1 day and fully responded to within agreed time frame. Opportunities to broaden our services to clients are identified. Where our services are appropriate personal contacts are introduced as new clients.
- Teamwork and Communication: Colleague is a positive and effective team player. Treats colleagues with dignity and respect. Communicates issues or problems within the team and with the Partners as necessary. Helps colleagues.
- Administration: Checks fees and completes accurate time records.
PERSON SPECIFICATION & SKILLS REQUIREMENTS
Experience and skills required:
- Trainee accountant with some experience potentially studying or with ambitions to study
- Strong double entry bookkeeping skills
- Knowledge of financial applications: QuickBooks, Sage, Xero, TaxCalc
- Ability to work quickly and accurately
- Ability to manage and work to own deadlines
- Excellent team player and enjoys working in a fast paced and busy client facing environment and being part of a dynamic and growing team
- Understanding of Sole Trader and Individual Personal Tax Self-Assessment Tax returns
Pay: Up to £25,000.00 per year
Benefits:
- Company events
- Company pension
- Free flu jabs
- Health & wellbeing programme
- Life insurance
- Sick pay
Work authorisation:
- United Kingdom (required)
Location:
- Norwich NR1 3EY (required)
Work Location: In person
