Trainee Accountant

Leadenhall Financial Management Limited; Beverley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in Beverley is seeking a dedicated team member to prepare annual accounts and advise clients on their business needs. You'll enjoy a supportive work environment that prioritizes work-life balance, ongoing training, and personal growth. Ideal candidates must have at least one year of practice experience, analytical skills, and a willingness to learn new accounting software.

Benefits

Study support packages

Clear progression routes

Staff social committee

Qualifications

• At least 1 year of experience in practice.
• Ability to prepare simple annual accounts for various entities.
• Willingness to grow into a client advisory role.
• Experience with accounting software.

Responsibilities

• Prepare annual accounts for clients.
• Advise clients on queries, taxes, and business strategies.
• Build relationships beyond year-end accounts.

Skills

Analytical skills

Attention to detail

Problem-solving

Client relationship management

Education

Training towards a relevant qualification

Tools

IRIS

Sage

Excel

Job description

Are you ready to become a trusted business advisor and make a difference to your clients’ lives?

Do you want to boost your career and join a firm that puts staff first?

When you join Sowerby you are not just joining a firm of chartered accountants, you are joining a team of business advisors that really cares about its client relationships. The team at Sowerby aren’t just there to process year end accounts and crunch numbers, you would be advising clients on succession, business development and helping them to achieve their goals.

Sowerby’s key strength is in its personal relationships, whether this is with clients, staff or professionals. We are discerning with who we work with and our staff all enjoy building relationships with wonderful clients who are engaged in their businesses.

When you work for Sowerby you will not be expected to sacrifice any elements of your personal life. We believe in a positive work-life balance; when people are well rested and engaged is when inspired and innovative work is done, your mental wellbeing is important to us.

As part of the Sowerby team you will receive regular training, and you’ll be given time to ensure that you are up to date with the latest developments in accounting, tax and technology. We run a yearly conference where the full team enjoy time away in a hotel, taking part in bespoke training courses and team building activities.

What will Sowerby offer you?

• People, not process
• Work smarter not harder
• Study support packages
• Staff social committee
• Individualised benefit package
• Multi specialism roles
• Clear progression routes designed specifically for you
• Employee Listening platform

What do you need to offer Sowerby? You will:

• Have at least 1 years’ experience in practice, and have begun training towards a relevant qualification
• Be able to prepare simple annual accounts for limited companies, partnerships and sole traders.
• Be looking to grow into a role where you can advise clients and build a relationship beyond their yearend accounts, including working with a varied portfolio of clients and dealing with queries, tax and business advice, and training and supporting your clients with their accounting software.
• Have analytical skills, pay attention to detail and have the ability to think laterally, meaning you are capable of identifying potential problems and providing solutions.
• Show initiative, exercise judgement and take ownership of issues from start to finish.
• Be able to operate both under direction and under your own initiative.
• Be experienced in various software, including IRIS, Sage and Excel or be willing and ready to learn.