Assistant Accountant

Overview:

Annual Accounts: 

You will be assigned specific accounts and you are to ensure that they are managed effectively and efficiently adhering to the current agreed procedures and software tools. 

• Planning – ensure the client is offered pre-year end tax planning, using specialist on-line tools 
• Completion – ensure the client receives a consistent high level of service and that annual accounts are completed efficiently within the 30-working day period 
• Finalisation & Submission – ensure the final accounts are produced to a consistent high standard and are signed and submitted correctly 
• Meet with the client to review accounts, offer advice and promote other products and services on an annual basis (or more frequently if required) 

Communication: 

• Deal with client phone calls adhering to company guidelines 
• Deal with client correspondence following company guidelines 
• Ensure client is contacted according to the guidelines for their category 

• Manage client complaints effectively and escalate to Pod leader or Head of compliance on same working day where appropriate 

New Clients: 

• Support the integration of new clients 

Technology: 

• Utilise the software tools available to provide an outstanding service to your client portfolio 
• Ensure your personal software certificates are achieved within agreed timescales and are kept up to date 

Any other duties that may be required. 

The perks…

In return, the successful candidate will receive:

• Competitive salary + pension contributions
• Full study assistance accompanies the role
• Benefits package inc. private medical insurance, death in service benefit
• Development for career progression within a family-feel environment