Financial Client Advisor

SUMMARY:

A well-established London-based firm, specializing in corporate finance, tax and accounting is seeking the above to deliver accounting and compliance services to a portfolio of clients to allow them to make better decisions and achieve their goals.

POSITION INFO:

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

• 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 business’s 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.