Client Accounts and Tax Assistant

Wise Monkey Recruitment ltd; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a Client Accounts & Tax Assistant to provide comprehensive accounting and tax services in a friendly team environment near Horsham. The role involves developing strong client relationships, ensuring compliance with regulatory requirements, and requires qualifications like AAT level 3 or higher. Flexible working options are available with full-time office-based commitments.

Benefits

Flexible working pattern

31 days holiday including Bank Holidays

NEST pension (3% employer, 5% employee)

Qualifications

• Knowledge of UK GAAP, FRS105 and FRS102 (s1A).
• Experience in an accounting practice.
• Customer-facing role experience is essential.

Responsibilities

• Deliver comprehensive accounting and tax services.
• Develop excellent working relationships with clients.
• Ensure adherence to regulatory requirements.

Skills

Collaboration

Communication

Problem-solving

Responsibility

Process improvement

Education

AAT (level 3 or higher)

ICB level 4

Part-qualified ACCA or ACA

ATT and/or CTA pathway

Tools

Xero

QBO

Sage

MS Office

Job description

Client Accounts & Tax Assistant

My lovely client based in a rural location on the outskirts of Horsham is looking for an experience Client Accounts and Tax Assistant to join their team. Working as part of a team of 7, they really are a friendly bunch, who strive to work hard, have a happy and production working environment and provide an exemplary service to their many clients - many of whom have been with thiem for years.

Purpose:
To deliver comprehensive accounting and tax services, including statutory accounts, tax returns, and VAT compliance, while fostering strong client relationships and ensuring adherence to regulatory requirements

Main Responsibilities:

1.Working closely with clients & develop excellent working relationships
2. Accounts & taxable profits computations for sole traders & partnerships
3. Statutory accounts and tax returns for limited companies & LLPs
4. Self-Assessment tax returns for private clients, business & property owners
5. VAT compliance & returns
6. Reserves computations & dividend distributions
7. Company minutes, resolutions, forms & returns e.g. confirmation statement
8. Bookkeeping

Measures of performance:
1. Client retention
2. Team happiness
3. Client satisfaction
4. Response times for client communications
5. Meeting internal & external deadlines
6. Maintenance of technical knowledge
7. Accuracy of work
8. Non-repetition of errors

PERSON SPECIFICATION

Knowledge:
1. UK GAAP, FRS105 and FRS102 (s1A)
2. Income tax for individuals & unincorporated businesses
3. Corporation tax for small and micro entities
4. VAT compliance for UK businesses
5. Solid understanding of double entry bookkeeping

Skills/attributes:

1.Share knowledge & experience, collaborate & communicate
2. Be authentic & keep your word
3. Look for solutions but don't be afraid to ask for help
4. Accept responsibility & apologise for mistakes
5. Constantly look at ideas & processes for ways to improve
6. Act openly & do not allow bias to override judgement

Qualifications:

1. AAT (level 3 or higher)
2.ICB level 4
3. Part-qualified ACCA or ACA
4. ATT and/or CTA pathway

Experience:

1.Work in an accounting practice
2. Work in a customer facing role
3. Technologically proficient including Xero/QBO/Sage, MS Office applications, workflow/document management system

Benefits:

1.Full-time with study package/apprenticeship
2. Flexible working pattern, option to finish early on Friday
3. Office-based in rural outskirts, near Horsham (free parking)
4. 31 days holiday including Bank Holidays (days to be kept for closure between Christmas and New Year)
5. NEST pension (3% employer, 5% employee)
6. Salary sacrifice

Due to the location of this client, own transport is essential. This is a full time role, office based.

Please note, due to volume of applications, only successful applications will be responded to.