Client Onboarding & Sales Officer

Audit Consulting Ltd; Greater London; Hybrid; GBP 20,000 - 28,000; Full time

Benefits offered by this job

Flexible working arrangements

Hands-on experience in a UK accounting firm

Training and professional development

Opportunity for long-term growth

Supportive working environment

Job summary

A UK-based professional services firm is seeking a Client Onboarding & Sales Officer to support sales and manage the onboarding process for clients. The role is ideal for a motivated student or junior specialist with an interest in accounting and client management. Responsibilities include contacting leads, managing the client onboarding process, and maintaining CRM records. Flexible working arrangements are offered, providing an opportunity for hands-on experience in the accounting field.

Qualifications

• Basic understanding of UK company structures and onboarding processes.
• Interest in accounting, tax, and professional services.
• Experience in a UK accounting firm is an advantage but not essential.
• Strong communication skills (written and verbal).
• High attention to detail and good organisational skills.
• Confident, proactive, and client-focused attitude.
• Experience in a UK accounting firm is an advantage but not essential.

Responsibilities

• Contact new leads and present accounting and tax services.
• Act as the first point of contact for clients.
• Manage the full client onboarding process from enquiry to engagement.
• Assist with company registrations (HMRC, VAT, PAYE, CIS, etc.).
• Collect and review client information and documentation.
• Maintain and update CRM records accurately.
• Coordinate with accountants and tax advisors for smooth handover.

Skills

Communication skills

Attention to detail

Organizational skills

Client-focused attitude

Education

Student or graduate in Accounting, Finance, Business, or related field

Tools

CRM software

Job description

Company: Audit Consulting Group
Location: London / Remote (UK-based)
Employment Type: Full-time / Part-time (to be discussed)

About the Role

Audit Consulting Group is expanding and is looking for a Client Onboarding & Sales Officer to join our growing team. This role is ideal for a motivated student or junior specialist with an interest in accounting, tax, and client management within a UK professional services environment.

You will be the first point of contact for prospective and existing clients, supporting sales activity and managing the full onboarding process. This is an excellent opportunity to gain hands-on experience in a UK accounting firm while developing strong commercial and communication skills.

Key Responsibilities

Contact new leads and present Audit Consulting Group’s accounting and tax services

Act as the first point of contact for new and existing clients

Manage the full client onboarding process from initial enquiry to engagement

Assist with company formations and registrations (HMRC, VAT, PAYE, CIS, etc.)

Collect and review client information and documentation

Maintain and update CRM records accurately

Coordinate with accountants and tax advisors to ensure smooth client handover

Requirements

Student or graduate in Accounting, Finance, Business, or a related field

Basic understanding of UK company structures and onboarding processes

Interest in accounting, tax, and professional services

Strong communication skills (written and verbal)

High attention to detail and good organisational skills

Confident, proactive, and client-focused attitude

Experience in a UK accounting firm is an advantage but not essential

What We Offer

Flexible working arrangements (office-based or remote)

Hands-on experience in a UK accounting and tax firm

Training and professional development

Opportunity for long-term growth within the company

Supportive and professional working environment

Shortlisted candidates will be contacted for an interview.