Client Bookkeeper

Beavis Morgan Group; United Kingdom; On-site; GBP 26,000 - 38,000; Full time

Job summary

Beavis Morgan is seeking an experienced Client Bookkeeper to manage bookkeeping services for a portfolio of clients, ensuring accurate financial records and providing excellent client support.

You will work closely with colleagues across the business, develop trusted client relationships, and deliver practical advice with a high standard of service. Training and career progression are encouraged.

Qualifications

• 3–5 years minimum practice experience.
• Excellent communication and collaboration skills.
• Xero and QuickBooks software experience is essential.
• Ability to develop professional and technical knowledge.
• Familiarity with accounting software.

Responsibilities

• Process clients’ financial data into accounting software accurately and timely.
• Reconcile client, supplier and bank accounts to reflect true balances.
• Complete and/or review VAT returns.
• Prepare draft sets of management accounts with working papers for review.
• Manage workflow and client expectations, adding value through expertise.

Skills

Communication

Teamwork

VAT compliance

Accounting software familiarity

Education

AAT qualification

Tools

Xero

QuickBooks

Job description

We are looking for an experienced and detail-oriented Client Bookkeeper to join our expanding team. The successful candidate will be responsible for managing bookkeeping services for a portfolio of clients, ensuring accurate financial records and providing excellent client support.

What does this role involve?

As a Bookkeeper, you will be responsible for managing bookkeeping services for a portfolio of clients, ensuring accurate financial records and providing excellent client support.

Teamwork

You will work closely with colleagues across the business, sharing expertise and contributing to delivery high quality solutions. We value collaboration, open communication and have a supportive team culture.

You will build trusted relationships with our clients, delivering clear practical advice and a high standard of service.

Skills and experience

We encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities.

Here’s a bit more on what you can expect to be doing day-to-day:

• Processing clients’ financial data into accounting software in a timely and accurate manner.
• Reconciling customer, supplier, and bank accounts to ensure that balances are a true reflection of clients’ current financial position.
• Completing and/or reviewing VAT returns
• Preparing fully drafted sets of management accounts with complete working papers for review
• Managing your workflow and client expectations, using your specialist knowledge and skills to add value to the team and engaging with relevant training.
• Developing working relationships with clients and assisting in the completion of work to maximise yield and performance.

What we are looking for

We think you’ll need the following experience and qualifications to succeed in the role:

• Ideally, practice experience of 3 – 5 years minimum
• Have good communication skills, enabling you to work effectively and collaboratively in a team
• Xero and QuickBooks software experience is essential
• Ability to develop professional and technical knowledge
• Familiarity with accounting software
• AAT qualified, part qualified or qualified by experience
• Strong communication and interpersonal skills
• Must have ‘Indefinite Leave to Remain’ Right to Work in the UK

Join Beavis Morgan

From flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Beavis Morgan we’re committed to helping our people maintain a healthy and balanced lifestyle.

We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal.

Our values of trust, partnership, and inclusivity are at the forefront of everything we do.