The role offers the opportunity to work with a varied portfolio of clients where you will be responsible for a range of accounting services. Working with an established team, you will have full support and the opportunity to further develop your skills.
How your day to day will look :
Manage a portfolio of clients across a variety of industries
Limited company, sole trader and partnership accounts
Tax computations both personal and corporate
Business advisory work
Assist in training and delegation of work with junior members of the team
Xero Specific including On Boarding
Ensure on boarding assignments are conducted in accordance with the firms procedures
Arrange to meet clients either face to face or virtually;
Complete a Know Your Client assessment, review and advise the best way to deal with client accounting records and select the correct Xero plan to meet their needs;
Prepare a scope of engagement and fee for the assignment:
Set up Xero, including bank feeds, using wherever possible
Train clients to use Xero to deliver information to the level agreed in the initial scope of engagement;
Provide on going technical support to client on all Xero matters;
Ensure support is delivered in a timely manner;
An understanding of all features within Xero and the Xero Application market, experience in setting up clients on Xero and integrating key applications is essential;
A knowledge of other accounting packages e.g. Sage and experience of manipulating and exporting data from Excel & CSV documents
Are you who we are looking for?
Relevant previous experience required
Have relevant qualification (CA, ACCA) or qualified by experience
Effective team working skills
Effective planning and organising skills to ensure that the varied workload is managed effectively
Good communication skills and the ability to engage at all levels
Good client service skills
IT literate, good knowledge of Microsoft office, CCH experience is advantageous
This is a fantastic opportunity for a Qualified Accountant who is keen to join a highly established firm with a clear career progression path offered. For further information please contact Lesley Drew at HRC Recruitment.
HRC Recruitment acts as both an employment business and an employment agency.