The primary purpose of this position is to handle the processing of data up to trial balance level and the preparation of annual financial statements. Additionally, it involves processing and computing VAT, delivering monthly management reports to clients, and providing training and development to intermediate and junior bookkeepers. The incumbent is expected to maintain and manage a full client portfolio while ensuring all compliance needs of clients are met.
Key duties and responsibilities include preparing annual financial statements and monthly management accounts, compiling accurate working papers and reconciliations, submitting monthly VAT returns and management accounts in a timely manner, explaining accounting terminology and processes to clients, assisting clients with accounting procedures and policies, acting as a liaison between clients and managers, organizing and leading the work of self and subordinates, improving margins through efficiency, actively promoting Xero to clients and providing support as needed, leading the Caseware system, and mentoring and providing feedback to the team and junior accountants.
