Client Advisor

Wilson Partners Limited; Cambridge; Remote; GBP 26,000 - 36,000; Full time

Job summary

Wilson Partners Limited in Cambridge seeks an organized, client-focused accounting assistant to manage bookkeeping tasks and provide timely financial information to clients. You will work on VAT, CIS, statutory reporting, and year-end adjustments, ensuring accuracy and compliance.

Training and progression opportunities are available within a supportive team environment. The role requires strong communication skills, ability to review colleagues’ work, and proficiency with Xero or similar

Qualifications

• GCSEs (or equivalent) in Maths and English.
• Previous experience within an accounting practice preferable (1-2 years).

Responsibilities

• Prepare VAT returns.
• Prepare management reporting.
• Prepare CIS returns.
• Prepare statutory reporting.
• Year-end opening balance adjustments.
• Prepare Corporation Tax returns.
• Provide company secretarial services.
• Data processing using accounting systems to streamline tasks.
• Review work from a Client Assistant before publishing in Xero or other systems.
• Serve as first point of contact for client queries.
• Provide software support for clients.
• Assist with office administration.
• Train Client Assistant role.
• Handle ad hoc projects.

Skills

Communication

Accounting knowledge

IRIS

Xero

Excel

Education

GCSEs in Maths and English

Tools

IRIS

Xero

Excel

Job description

This is an exciting role within a fun, dynamic team, with exposure to a varied portfolio of clients across outsourced services.

This role is client-facing and therefore requires fantastic levels of communication and the ability to build long-term professional relationships with clients and internal teams.

There is the requirement to manage deadlines, complex technical accounting queries and the ability to review the work of others within the team.

You will be a vital part of the team, providing accurate, timely information to clients, enabling them to make informed business decisions. This will include the processing of bookkeeping and preparation of management accounts, VAT returns and CIS returns.

Duties & key responsibilities:

• Preparation of VAT returns
• Preparation of management reporting
• Preparation of CIS returns
• Preparation of statutory reporting
• Year-end opening balance adjustments
• Preparation of Corporation Tax returns
• Company secretarial services
• Data processing – including utilising systems to streamline processing
• Reviewing work from a Client Assistant prior to publishing this within Xero or relevant accounting system
• Go to person – for initial client queries
• Software support for clients
• Assist with office administration
• Training client assistant role
• Ad hoc projects

General responsibilities:

• Managing client’s expectations and delivery up to date financials on time, every time
• CPD and ongoing training
• Ensure confidentiality of sensitive client dataDirect communication with clients
• Working with other team members in order to meet deadlines
• Identify opportunities to improve/streamline internal processes
• Technology expert – ability to train others on accounting systems and add-ons
• To act in accordance with the business’ values and competency framework

Skills & abilities:

• Ability to communicate with direct line managers
• Ability to communicate clearly and concisely with clients
• Good accounting knowledge
• Use of IRIS, Xero, Excel preferable but not essential

Knowledge & experiences:

• GCSEs (or equivalent) in Maths, English
• Previous experience within an accounting practice preferable (1-2 years)

Personal attributes:

• Attention to detail
• Open to learning new systems and processes
• Team player/social
• Good communicator
• Articulate
• Ability to manage workloads
• Ability to meet deadlines
• Ability to train others
• Refer to competency framework for specific behavioural indicators

Wilson Partners was established in 2008 in the heart of Maidenhead, Berkshire, by two brothers, Allan and Chris. From day one, there has been a key focus on team culture, driven by the belief that our business is all about the people. Now with offices in Maidenhead, Cambridge, Exeter, Manchester, Nantwich, Newton Abbot, Oakham, Plymouth, Sevenoaks, Stellenbosch, Tonbridge, Wilmslow and Woking, and a team of 460 and counting, we’re here to make a positive impact. Our continued growth journey means we are always on the lookout for great talent.

We’re proud to do things a little differently, we’re business enthusiasts who just happen to be accountants, we want to challenge and be challenged. We strive for the best, and we want our clients and people to see the value in how we operate and that we can make a real difference.

Equity, Diversity and Inclusion

At Wilson Partners our approach to diversity is simple, we believe our strength lies in people. We are committed to creating a workplace where every individual can thrive.

We value diverse perspectives, experiences, and backgrounds, knowing they fuel innovation, better decisions, and collective success.

Guided by our values of teamwork, expertise, attitude, innovation, and people, we actively foster an inclusive environment built on respect and opportunity.

We want our clients and our teams to feel empowered, supported, and able to contribute their best.

We are committed to ensuring an inclusive recruitment process. If you require reasonable adjustments at any stage of the recruitment process, please let us know.

We want people with a passion for business, who love working in a team, can also thrive independently and who embrace change.