Senior Client Advisor
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Employment type: Full-time, Hybrid
Your new role:
This is an exciting role within a fun and dynamic team, where you'll work with a varied portfolio of clients across outsourced services.
This role is client-facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and internal teams.
There is the requirement to manage deadlines, complex technical accounting queries and the ability to review the work of others within the team.
You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions.
Duties & key responsibilities:
• Client manager responsibilities for a portfolio of clients
• Preparation of proposals for new and existing clients
• Preparation and reviewing of VAT returns
• Preparation and reviewing of management accounts
• Preparation of CIS returns
• Preparation of statutory reporting
• Year-end opening balance adjustments
• Preparation of Corporation Tax returns
• Company secretarial services
• Reviewing work from a Client Assistant and Semi Senior prior to publishing this within Xero or relevant accounting system
• Go to person - for client queries and running client meetings
• Software support for clients
• Xero and app setups/training
• Budgets/forecasts with clients
• Training Client Assistant and Semi Senior Adviser roles
• Ad hoc projects
Skills & abilities:
• Ability to communicate with direct line managers
• Ability to communicate clearly and concisely with clients
• Ability to outline objectives for more junior team members, articulating the budget, requirement and deadlines concisely
• Good accounting knowledge - specifically FRS 102 + 1a
• Use of IRIS, Xero, Excel preferable but not essential
Knowledge & experience:
• GCSE's (or equivalent) in Maths, English,
• Previous experience within an accounting practice 2-3 years minimum
• An accounting qualification
Personal attributes:
• Attention to detail
• Team player/social
• Good communicator
• Articulate
• Ability to manage workloads
• Ability to meet deadlines
• Ability to train others
• Refer to competency framework for specific behavioural indicators