Client Advisor

R&A Talent Aquisition Partners Ltd; Plymouth; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A professional recruitment firm is looking for a Client Advisor in Plymouth to ensure seamless client experiences. Key responsibilities include preparing VAT and Corporation Tax returns, managing client expectations, and providing software support. The ideal candidate will have 1-2 years of accounting practice experience and strong communication skills. This full-time position offers a salary ranging from £30,000 to £35,000 and flexible hybrid working arrangements.

Qualifications

• 1-2 years of experience within an accounting practice is preferable.
• Ability to clearly communicate with clients and managers.
• Open to learning new systems and processes.

Responsibilities

• Prepare VAT, management, and Corporation Tax returns.
• Manage client's expectations and deliver timely financials.
• Provide software support for clients.

Skills

Good accounting knowledge

Ability to communicate with clients

Attention to detail

Team player

Ability to manage workloads

Good communicator

Education

GCSEs (or equivalent) in Maths, English

Tools

Xero

Excel

IRIS

Job description

Job title: Client Advisor

Location: Plymouth, Devon

Workplace type: We offer flexible hybrid working arrangements.

Employment type: Full-time

Salary: £30,000-£35,000

Main purpose of job: To ensure the client experience is seamless.

Reports to: Senior Client Advisor Department

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
• Xero and app setups/training
• Budgets/forecasts with clients
• Assist with administration
• Training Client Assistant role

Ad hoc projects & General responsibilities

• Managing client's expectations and delivery up to date nancials on time, every time
• CPD and ongoing training
• Ensure con dentiality of sensitive client data
• Direct communication with clientsli>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, Knowledge & experiences, Personal attributes

• 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
• GCSEs (or equivalent) in Maths, English
• Previous experience within an accounting practice preferable (1-2 years)
• Attention to detail
• Team player/social
• Open to learning new systems and processes
• Good communicator
• Articulate
• Ability to manage workloads
• Ability to meet deadlines
• Ability to train others
• Refer to competency framework for specific behavioural indicators