Accounts & Bookkeeping Advisor

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

Benefits offered by this job

Hybrid work model

Company pension

28 days holiday incl. bank holidays

Job summary

Streamline Search Ltd. in Stalbridge, Dorset is seeking an Accounts & Bookkeeping Advisor to join a busy practice. You will prepare accounts for sole traders, partnerships and limited companies, handle personal and business tax returns, and complete monthly bookkeeping for a diverse portfolio. The role offers a strong work-from-home component with three office days and two WFH days after probation, a salary up to £36,000, and a supportive team focused on cloud accounting and client service.

Qualifications

• Strong communication and interpersonal skills with confidence in dealing with clients.
• Excellent time management and ability to prioritise workloads and meet deadlines.
• Flexible and collaborative approach to support colleagues across the practice.

Responsibilities

• Prepare accounts for sole traders, partnerships and limited companies for review.
• Prepare personal and business tax returns for review, in line with experience and responsibility.
• Complete monthly bookkeeping for a diverse portfolio of clients across 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 with clients and colleagues to obtain information and meet deadlines.
• Assist with onboarding of new clients and deliver high-quality client service.
• Work collaboratively with colleagues across the practice to meet wider team needs.
• Identify opportunities to improve internal processes and service.

Skills

Communication skills

Time management

Attention to detail

Education

AAT or equivalent accounting qualification

Tools

Xero

Cloud-based accounting

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.

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.

Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.