Key Responsibilities
• Preparation of statutory accounts for a range of clients, ready for senior review
• Preparation and submission of VAT returns
• Preparation of personal tax returns
• Bookkeeping for a varied client portfolio
• Preparation of management accounts
• Assisting senior staff with ad-hoc assignments and client work
• Supporting and assisting in the development of trainee staff members
• Liaising with clients to obtain relevant financial information and resolve queries
Role Development & Progression
• Transition from task-based work to ongoing client management throughout the year
• Take increasing responsibility for planning, organisation, and delivery of assignments
• Develop and manage your own client relationships
• Build stronger technical expertise across accounts and tax
• Enhance your commercial awareness and all-round planning skills
• Take on a more advisory-focused role, providing support and insights to clients
• Experience a period of significant learning, responsibility, and professional development
Values and Culture:
• Consistently uphold the Company’s values, ethical standards, and professional responsibilities
• Demonstrate a positive and proactive approach to teamwork and client service
• Lead by example in day-to-day work, showing integrity, accountability, and professionalism
• Support and encourage other training team members, contributing to a collaborative and
learning-focused environment.
Requirements
• Minimum of 2 years’ experience within an accountancy practice
• AAT qualified or studying towards ACA / ACCA (or equivalent)
• Strong knowledge of accounts preparation and bookkeeping
• Experience with VAT and Personal Tax Compliance
• Good working knowledge of accounting software (e.g. Xero, QuickBooks, Sage)
• Excellent attention to detail and organisational skills
• Strong communication skills and ability to work as part of a team
Desirable Skills
• Experience preparing Management Accounts
• Previous involvement in mentoring or supporting training staff
• Ability to manage workload and meet deadlines