Digital/ Cloud Accounting Assistant

Saffery; City of Edinburgh; Hybrid; GBP 21,000 - 28,000; Full time

Benefits offered by this job

Contributory pension scheme

25 days annual leave

Life Assurance cover

Job summary

Saffery LLP is seeking an Assistant in its Cloud Accounting team in the UK. The role involves supporting Xero and QuickBooks related mailbox work, and assisting with projects like migrations to Xero. The ideal candidate may be AAT qualified or an accounting graduate with solid numeracy, accuracy, and Excel skills.

You will work in a warm, close-knit team with managers who oversee tasks and delegate work. A hybrid working schedule and great benefits are provided.

Qualifications

• AAT qualification or accounting degree is preferred.
• Strong numeracy and accuracy with ability to learn quickly.
• Experience with cloud accounting software is advantageous.

Responsibilities

• Overseeing Dext and Xero accounts, adding new companies and managing user rights.
• Prepare workings for disbursing software costs to clients.
• Monitor internal mailboxes and respond to queries with Cloud team support.
• Assist with migration projects including moving data to cloud software.
• Research third-party accounting software to support colleagues and clients.
• Attend key software events with the Cloud team.

Skills

Numeracy

Attention to detail

Fast learner

Team player

Education

AAT qualification or accounting graduate

Tools

Xero

Dext Prepare

Sage

QuickBooks Online

Excel

Job description

The role

We are seeking an Assistant to work in our Cloud Accounting team. The work is varied and ranges from assisting with requests to our Xero and Quickbooks mailbox through to assisting with projects such as migrations to Xero.

This role would suit someone who is AAT qualified or equivalent, who is seeking to work on something different within practice. You will be responsible for working on a variety of clients' affairs and be an integral part of this exciting, growing area of the business.

The responsibilities

• Overseeing our Dext and Xero accounts including adding new companies and updating user rights.
• Preparing the workings for disbursing software costs to clients.
• Overseeing the internal mailboxes and responding to internal queries with the assistance of the Cloud team senior.
• Assisting with project work including the migration of accounting data onto cloud software.
• Researching 3 rd party accounting software to build Saffery's knowledge and assist colleagues with advising their clients.
• Attending key software events with the Cloud team.

The team

At Saffery, we specialise in cloud accounting services and digital solutions. Our specialist team will work with our clients to understand what is most important to their business. We help them to deliver a tailored cloud-based solution that provides the efficiencies and services they need. Our cloud accounting services team regularly review the fast-moving cloud market to ensure that we're up to date with the latest technologies.

The candidate would be working within a warm close-knit team, alongside managers who would oversee and delegate tasks and supervise.

You

• Preferably AAT qualified or an accounting graduate.
• Strong numeracy and accuracy skills, along with the ability to learn quickly.
• A good knowledge of Excel and Xero is preferable but not essential
• Understanding of other accounting systems, including cloud-based systems such as Dext Prepare, Sage and QuickBooks Online would be helpful, but is not an essential requirement.
• Hard working, show initiative and be self-motivated, with the ability to organise their own workload.
• Have the confidence and ability to communicate effectively with managers, partners and clients.
• A natural team player with a positive and enthusiastic attitude and excellent eye for detail.

Reward and benefits

• A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
• Excellent benefits including; contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies,
• Eligibility for the firm's Profit-Sharing Plan. Paid in December.

About us

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK's 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title. We're a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We're committed to our clients, but also to our greatest asset - our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we've got access to local insight on a global scale.

Equality, Diversity & Inclusion

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.

We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, collaborative, progressive and responsible, Saffery is where Potential meets Personal.