Accounts Assistant/Bookkeeper

McEwan Wallace; Liverpool City Region; On-site; GBP 40,000 - 60,000; Full time

Job summary

A local accountancy firm is seeking an Accounts Assistant/Bookkeeper for their client services department. The role involves managing a portfolio of clients and handling all aspects of monthly bookkeeping. Candidates should have AAT qualifications or equivalent experience, along with proficiency in Xero, Sage, and Excel. This is an office-based position with potential client site visits, offering benefits like a company pension and life insurance.

Benefits

Company pension

Life insurance

On-site parking

Sick pay

Qualifications

• Experience in Xero, Sage, and Excel is essential.
• Ability to manage a portfolio of clients for monthly bookkeeping.
• Strong independent working and good time management skills.

Responsibilities

• Responsible for reconciling bank accounts and ledgers.
• Ensure deadlines for VAT returns and management accounts are met.
• Communicate effectively with clients regarding bookkeeping.

Skills

Experience in Xero

Experience in Sage

Experience in Excel

Problem solving

Attention to detail

Time management

Education

AAT Part or Qualified or equivalent experience

Job description

Overview

McEwan Wallace Limited are based on the Wirral. We specialise in helping owner-managed businesses with accountancy, audit, tax planning and payroll services.

Position

Accounts Assistant/Bookkeeper working within our client services department

Qualifications

• AAT Part or Qualified or equivalent experience.
• Salary - Competitive salary dependent on candidate experience and qualification(s).
• Hours - Full time or part time considered.

We are looking for

• Experience in Xero, Sage and Excel is a necessity.
• You will have your own portfolio of clients and be responsible for all aspects of monthly bookkeeping, from reconciling bank accounts, sales and purchase ledgers and other control accounts.
• You must be able to work independently and have good time management to ensure monthly deadlines for VAT returns and management accounts are met.
• Excellent communication and organisational skills are a must.
• The role is office based but may require working at clients premises from time to time.
• Key skills required - problem solving, attention to detail, precision with processing.

Benefits

• Company pension
• Life insurance
• On-site parking
• Sick pay

Schedule: Monday to Friday