Adviser - Cloud Accounting

Hollybank Trustees Ltd; Lancashire; Hybrid; GBP 38,000 - 54,000; Full time

Benefits offered by this job

25 days’ holiday

On-site parking

ACA/ACCA study support

Flexible learning & development

Job summary

PM+M invites applications for a semi senior adviser to join the Cloud Accounting team in Blackburn. You will Bookkeep monthly/quarterly using Xero and QBO, prepare VAT returns, and assist in delivering client projects across our cloud division.

With at least 3 years in practice and working towards a professional qualification, you’ll supervise junior staff, build client relationships, and travel between Blackburn and Bury.

Qualifications

• This is an ideal opportunity for someone with at least 3 consecutive years’ accountancy practice experience and working towards or having completed a professional qualification.
• Knowledge of cloud accounting software such as Xero and Dext is crucial; year end accounts experience is beneficial.

Responsibilities

• Bookkeeping on a monthly/quarterly basis using cloud software (Xero and QBO) with apps to aid efficiency.
• Completion of VAT returns.
• Support Cloud Managers in delivering client projects.
• Prepare periodic management accounts and year end accounts.
• Prepare corporate tax returns and assist with cloud conversions and training.
• Build trusted relationships with clients and ensure quality service delivery.
• Supervise junior team members and mentor less experienced staff.
• Travel between Blackburn and Bury offices.
• Identify efficiency improvements and cross-referral opportunities.

Skills

Cloud accounting (Xero & Dext)

Practice accounting experience

Year end accounts

Education

Professional accountancy qualification in progress or completed

Tools

Xero

Dext

QBO (QuickBooks Online)

Job description

Location: Hybrid / Blackburn BB1 5QB, UK
job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Part Qualified
Salary: Competitive salary

The role in brief:

An opportunity has arisen to join the Cloud Accounting team as an adviser – at a semi senior level.

Who we are looking for:

This is an ideal opportunity for someone who has at least 3 consecutive years’ experience working within an accountancy practice and has either completed or is working towards a professional accountancy qualification.Knowledge of cloud accounting software such as Xero and Dext is crucial, and experience in preparing year end accounts is beneficial.

What the role involves:

• Bookkeeping on a monthly/quarterly basis using a variety of cloud based software (mainly Xero and QBO) alongside Apps to aid with efficiencies.
• Completion of VAT returns
• To be a part of our specialist Cloud Accounting division, supporting the Cloud Managers in delivering projects to assist our clients.
• Preparation of periodic management accounts both in-house and at clients’ premises.
• Preparation of year end accounts.
• Preparation of corporate tax returns including analysis of tax sensitive nominals.
• Assisting with cloud conversions and training both in-house and at clients’ premises.
• Being a trusted adviser to our clients, forming excellent client relationships for those whom you maintain the records for.
• Being responsible for our service delivery and seeking opportunities to add value.
• Supervising junior team members.
• To be a buddy to a chosen, less experienced, team member, taking an active role in their work and development.
• Having an awareness of efficiencies and KPIs and suggesting and implementing improvements.
• Recognizing opportunities for cross referral to other departments within PM+M.
• Travel between our Blackburn and Bury offices.

We will provide a study package towards the ACA/ACCA qualification, including study leave and will mentor you through your qualification journey if required.

We provide a complementary range of learning opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm.These will comprise personal effectiveness as well as your technical skills.

We have 6 monthly performance review conversations to ensure your development is on track, as well as optional monthly 1-2-1s.You will also have the opportunity to work with a mentor.

We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North-West firm of finance professionals.

As well as experience within a similar role we’d like you to be:

• Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
• Passionate about providing great client service.
• Great at communicating with people at all levels – face to face and in writing.
• Positive and good at using your initiative.
• Good at working under pressure.
• Motivated and well organised.

About PM+M

We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury and a hub in Burnley, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that.

We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.

We are a member of Praxity, the 7th largest global accountancy association and the largest association of independent firms. Being part of Praxity allows us to have strong international connections and a great source of secondment opportunities.

Joining the PM+M team will help take your career to the next level. You will be joining a values led organisation with a unique culture where you will be encouraged to take ownership of your own development and achieve your career goals.

We understand that we thrive when we help our clients succeed and that is our core purpose.We also understand that, to do that, our people need to succeed and be happy and fulfilled.

Everyone is different and has different hopes and dreams and different personal circumstances at different stages of their lives.Our task is to listen to you, understand what you want to achieve next and then work with you to help you get there.Our working practices are really flexible, based on high degrees of trust and empowerment and can flex to suit your circumstances and needs.

In addition to competitive salaries, here’s what our market leading benefits packages look like:

• 25 days’ holiday per annum + bank holidays
• office closedown over Winter Break
• flexible Easter Break, to account for other religious festivals
• on site free parking
• employer pension contribution of 8%,
• death in service life cover of 4 x salary
• weekly flexi time
• agreed overtime
• family friendly policies including enhanced maternity, paternity, adoption and shared parental pay
• flexible benefits (salary sacrifice) scheme including a range of benefits such as private medical insurance with unlimited outpatient cover, extra holidays, electric car scheme etc
• full technical and soft skills training and support
• cycle to work scheme
• employee well-being portal
• access to the Wisdom app that offers health, well-being, financial and legal support
• dress for your day policy and dress down Fridays
• paid sick leave
• extensive learning & development opportunities and study support
• firm wide success bonus based on the achievement of certain financial metric(s).
• access to Dashlane password manager for you + 9 of your family and friends
• fee-free service to whole of market mortgage and insurance advice
• access to Able Futures support, a Mental Health Support Service