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- Outsourcing tasks, including bookkeeping and payment runs, using a variety of cloud-based software and applications
- Preparation, review and submission of VAT returns
- Preparation of management information and advisory reporting, such as forecasting, budgets and cashflows, in-house and at client's premises
- Preparation of year-end accounts
- Preparation of corporate tax returns, including analysis of tax-sensitive nominals
- Assisting with cloud accounting projects, such as system conversions and health checks
- Training clients in the use of cloud accounting software in-house and at client's premises
- Completing and assisting with the completion of ad hoc tasks and duties typical to cloud accounting services
- Researching and investigating cloud accounting solutions for use in client service delivery, including attending relevant external events where appropriate
- Being a trusted adviser to our clients, forming excellent relationships
- Being responsible for service delivery, seeking opportunities to add value, suggest and implement efficiencies and improvements
- Assisting with internal projects, such as implementation and delivery of software and systems used by the team
- Supervising, mentoring and buddying of less experienced team members, taking an active role in their work and development
- Recognising opportunities for cross-referral to other departments within PM+M
- Reporting to and communicating with client managers and client service leads
- Maintain training and development needs in line with cloud accounting services and skills relevant to the role
- Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole.
- Passionate about providing great client service.
- Great at communicating with people at all levels – face to face and in writing.
- Positive and good at using your initiative.
- Good at working under pressure.
- Motivated and well organised.
- AAT qualified with 3 to 4 years practice experience.
- Some experience of cloud based software and VAT.
