Financial Client Advisor

Minimum requirements for the role: Must have a relevant accountancy qualification Minimum 3 years experience within an accounting firm or accounting role is essential Must have experience in producing management accounts and VAT returns Experience using Xero and Excel is advantageous Strong attention to detail, effective workload management, and the ability to consistently meet deadlines are essential, along with strong communication skills and articulate expression The successful candidate will be responsible for: Managing the delivery of work to a portfolio of clients.
Preparing and reviewing VAT returns, management reporting, CIS returns, and P11Ds.
Reviewing work from within Xero or the relevant accounting system.
Performing bookkeeping and data processing.
Setting up and training on Xero and related apps.
Developing budgets and forecasts.
Undertaking ad-hoc projects.
Managing client expectations and delivering up-to-date financials and compliance filings on time, every time.
Engaging in CPD and ongoing training.
Ensuring confidentiality of sensitive client data.
Working with other team members to meet deadlines.
Identifying opportunities to improve and streamline internal processes.
Training others on accounting systems and add-ons.
Acting in accordance with the businesss values and competency framework.
Communicating with direct line managers.
Communicating clearly and concisely with clients.
Demonstrating strong accounting knowledge, particularly regarding the requirements of FRS 102.
Please note that subsequent to the screening and shortlisting process, all further communication will be entered into, only with the shortlisted candidates