Accounts & Bookkeeping Advisor

Streamline Search Ltd.; Stalbridge; Hybrid; GBP 30,000 - 36,000; Full time

Benefits offered by this job

Remote/hybrid work after probation

Company pension

28 days holiday + BH

Job summary

Streamline Search Ltd. seeks an Accounts & Bookkeeping Advisor in Stalbridge, Dorset. The role handles accounts, tax returns, VAT and monthly bookkeeping for a varied client portfolio, including sole traders, partnerships and limited companies.

The position offers a strong work-from-home element after probation, with 3 office days and 2 remote days, a salary up to 36,000, and enhanced pension and holidays. You’ll liaise with clients to ensure deadlines are met and contribute to process

Qualifications

• Experience preparing accounts for sole traders, partnerships and limited companies.
• Experience preparing personal and/or business tax returns.
• Familiarity with VAT work and bookkeeping processes.

Responsibilities

• Prepare accounts for sole traders, partnerships and limited companies for review.
• Prepare personal and business tax returns for review.
• Complete monthly bookkeeping for a diverse portfolio of clients.
• Process sales and purchase invoices accurately and efficiently.
• Carry out bank and credit card reconciliations.
• Prepare and post journals, including payroll, depreciation, accruals and prepayments.
• Prepare VAT returns for review and submission.
• Liaise with clients and colleagues to obtain accurate information and meet deadlines.
• Assist with onboarding of new clients and contribute to high service delivery.
• Collaborate with colleagues across the practice to support wider team needs.
• Identify opportunities to improve internal processes and client service.

Skills

Accounts preparation

Bookkeeping

VAT returns

Tax returns

Payroll basics

Client communication

Education

AAT or equivalent

Tools

Xero

Cloud-based accounting software

Job description

Accounts & Bookkeeping Advisor

Location: Stalbridge, Dorset
Hours: 9am - 5pm, Monday - Thursday, 9am - 3pm, Fridays
Salary: 30,000 - 36,000 Depending on experience
Holiday: 28 Days incl. Bank holidays
Sector: Practice Accountancy, Bookkeeping, Accounts Assistant

Our client is a multi-office, chartered accountancy firm, providing services across Wiltshire, Somerset, Bristol and beyond. The firm offers a broad range of services including accounts, audit, business and personal tax, bookkeeping, payroll, business advisory and R&D tax credits. They also provide specialist services including crypto tax, wealth planning, wills and probate, giving clients access to accounting, tax, business and legal expertise under one firm. The firm describes its approach as modern and relationship-focused, embracing cloud technology and aiming to provide practical advice that supports clients' financial and business goals.

This role involves preparing accounts, tax returns, VAT returns and monthly bookkeeping for a varied portfolio of sole traders, partnerships and limited companies. The position also includes processing invoices, reconciliations and journals while working closely with clients and colleagues to ensure accurate information and deadlines are maintained. The successful candidate will also support client onboarding, contribute to excellent service delivery and identify opportunities to improve processes across the practice.

Position Duties

• Prepare accounts for sole traders, partnerships and limited companies for review.
• Prepare personal and business tax returns for review, in line with experience and level of responsibility.
• Complete monthly bookkeeping for a diverse portfolio of clients across a range of industries.
• Process sales and purchase invoices accurately and efficiently.
• Carry out bank and credit card reconciliations, ensuring records are complete and accurate.
• Prepare and post journals, including payroll, depreciation, accruals and prepayments.
• Prepare VAT returns for review and submission.
• Liaise effectively with clients and colleagues to obtain accurate information and ensure deadlines are met.
• Assist with the onboarding of new clients and contribute to delivering a high standard of client service.
• Work collaboratively with colleagues across the practice, providing flexible support to meet wider team requirements.
• Identify and contribute to opportunities to improve internal processes and enhance the service provided to clients.

Position Requirements

• Previous experience preparing accounts, alongside bookkeeping and VAT work.
• Experience preparing personal and/or business tax returns, or the willingness and ability to develop these skills.
• An AAT or similar accounting qualification is desirable, although candidates who are qualified by experience will also be considered.
• Experience using Xero or similar cloud-based accounting software.
• A well-organised and methodical approach, with excellent attention to detail.
• Strong communication and interpersonal skills, with confidence in dealing directly with clients.
• Effective time management and the ability to prioritise workloads and manage multiple deadlines.
• A flexible and collaborative approach, with a willingness to support colleagues across different areas of the practice.

Position Remuneration

• Strong work from home opportunity with, 3 office-based days and 2 work from home days available, upon successful completion of probationary period.
• Salary up 36,000 dependent on experience.
• 20 days of annual, plus 8 bank holidays, along with company pension.

We welcome applications from candidates at various stages of their accountancy career. While experience across accounts, tax, bookkeeping and VAT would be advantageous, we are equally interested in candidates with a strong foundation in practice who demonstrate the aptitude, commitment and enthusiasm to develop their skills and take on a broader range of responsibilities.