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Accounts and Tax Assistant

Gleeson Recruitment Group
Posted a day ago, valid for a month
Location

Stratford-Upon-Avon, Warwickshire CV37 7BF

Salary

£35,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The company is seeking an experienced Accounts and Tax Assistant to join their team in Stratford-upon-Avon.
  • Candidates should have a minimum of two years of experience in an accounts assistant or similar role, preferably in an accountancy practice.
  • The position offers an annual salary of up to £35,000 and includes benefits such as an annual bonus and study support.
  • Key responsibilities include preparing tax returns, analyzing financial data, and maintaining client records while providing excellent client service.
  • The ideal candidate should possess strong analytical and communication skills, be AAT qualified or studying towards it, and be proficient in IT, particularly Excel.

Are you an experienced accounts assistant with a passion for delivering excellent client service? Do you have experience with bookkeeping or working in an accountancy practice? Are you accurate, organised and keen to join a business with a real family feel?

We are thrilled to be supporting a well-established and evolving business based in Stratford-upon-Avon. Through organic growth they have built a strong team and pride themselves on their exceptional client services. They are now seeking a dedicated Accounts and Tax Assistant to join their team. If you are looking for a role that offers diversity, autonomy, and the opportunity to work with a variety of clients, this could be the perfect opportunity for you!

This role comes with an annual salary of up to £35,000.00.

Key Responsibilities:

  • Analysing income and expenditure and creating annual accounts, ensuring accuracy and attention to detail.
  • Preparing personal, estate and other tax returns accurately and efficiently.
  • Acting as the primary point of contact for clients regarding their financial and tax affairs, providing guidance, and answering any queries promptly.
  • Preparing detailed and accurate financial reports for clients.
  • Assisting with client and internal compliance work to ensure adherence to legal and regulatory standards.
  • Maintaining up-to-date client records and databases to support seamless client management.

Candidate Experience, Skills and Attributes:

  • Minimum two years' experience in accounts assistant or similar role, a background in accountancy practice or is desirable.
  • Previous experience in personal tax return production and submission is essential.
  • AAT qualified or studying toward completion.
  • Excellent verbal and written communication skills to liaise effectively with clients and colleagues.
  • Ability to work independently, manage your own workload, and meet deadlines, while also being an effective team player.
  • Strong analytical skills with a proactive approach to problem-solving.
  • Proficient in IT, particularly Excel, with the ability to quickly learn and adapt to new accounting software.
  • As the role involves regular client contact, strong interpersonal skills and a client-focused approach are essential.

Benefits Include:

  • Annual salary up to £35,000.00.
  • Annual bonus.
  • Study support.
  • Hybrid working - full time in office is preferable but 1 to 2 days working from home per week can be accommodated dependant on previous experience.
  • Free parking.

If you are dedicated to providing outstanding accounting services to clients and make a real impact in a team, apply today!

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.