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Job title - Client Adviser
Location - Sevonoaks, Kent
Salary - £45,000-£50,000
Main purpose of job To provide accurate real time data to our clients, to enable them to make better decisions and achieve their goals.
To ensure our clients are compliant and therefore able to ‘sleep at night’.
Reports to Senior Client Adviser Duties & key responsibilities Managing the delivery of work to a portfolio of clients, including the following:
• Bookkeeping services
• Preparation of VAT returns
• Preparation of management reporting
• The ‘go to’ person for client queries
• Software support for clients
• Xero and app setups/training
• Setting up payment runs
• Preparation of CIS returns
• Company secretarial services – dividend vouchers
• Adhoc projects
General responsibilities
• Managing client’s expectations and delivering up to date nancials, whilst meeting all relevant compliance deadlines, every time.
• CPD and ongoing training
• Ensure con dentiality of sensitive client data
• Direct communication with clients
• Working closely with other team members in order to meet deadlines
• Identify opportunities to improve/streamline internal/client processes
• To act in accordance with the business’ values and competency framework Skills and abilities
• Ability to communicate with direct line managers and client managers
• Ability to communicate clearly and concisely with clients
• Use of Xero and Excel preferable Knowledge & experience
• GCSE’s in Maths, English
• Qualified or Part Qualified (AAT,ACCA,ACA) Preferable, but not essential.
• Basic VAT knowledge
• 8 years minimum experience within an accountancy practice
Personal attributes
• Attention to detail
• Open to learning new systems and processes
• Team player/social
• Good communicator
• Articulate
• Ability to manage workload
• Ability to meet deadlines
