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- Accurately manage clients' financial data using Xero, QuickBooks, and Sage Line 50.
- Process payroll, including pensions, CIS adjustments, tax codes, and deductions, while ensuring HMRC compliance.
- Create statutory financial statements (FR102/FR105) for SMEs across industries like retail, hospitality, and construction.
- Prepare corporation tax (CT600), personal tax (SA100), VAT, and CIS contractor submissions, staying updated on tax law changes.
- Deliver insightful financial/management reports, including budgets, forecasts, cashflows, and KPIs.
- Provide personalized support, responding promptly to queries while fostering long-term partnerships.
- Use advanced software features to enhance efficiency, focusing on advisory services and client growth.
- AAT Level 4 qualification is ideal but if you have AAT Level 3, we would still like to hear from you.
- Strong experience with Xero; knowledge of QuickBooks and Sage Line 50 is highly desirable.
- Deep understanding of SME tax and regulatory needs.
- Ensures accuracy in all financial and compliance work.
- Builds trust with a professional, personable approach.
- Provides actionable insights to support clients' strategic decisions.
- Comfortable with technology, automation, and learning new tools.
- A full UK driving license is required.
- Is enthusiastic, proactive, and ready to help clients achieve their business goals.
- Balances professionalism with a personal touch to build trust and loyalty.
- Thrives in a fast-paced, dynamic environment and contributes ideas to improve our operations.
- Competitive salary and benefits, including a PayCare scheme.
- Support for professional development and growth after successful probation period.
- A vibrant, supportive team environment.
- Exposure to diverse industries and meaningful client work.
- An extra well-being day to do what you love.
