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Senior Financial Analyst
2 months ago
• Client manager responsibilities for a portfolio of clients
• Preparation of proposals for new and existing clients
• Preparation and reviewing of VAT returns
• Preparation and reviewing of basic management accounts
• Preparation of CIS returns
• Preparation of statutory reporting
• Year-end opening balance adjustments
• Preparation of Corporation Tax returns
• Company secretarial services
• Reviewing work from a Client Assistant prior to publishing this within Xero or relevant accounting system
• Go to person – for initial client queries
• Software support for clients
• Xero and app setups/training
• Budgets/forecasts with clients
• Training Client Assistant and Client Adviser roles
General Responsibilities:
• Deliver high-level client service with a focus on value addition
• Meet client deadlines and ensure confidentiality of sensitive data
• Act as the go-to person for client queries
AMAZING study support and career exposure available, not to mention a great working environment