Financial Planning Specialist

7 days ago


Lancaster, Lancashire, United Kingdom Agility Resoucing Full time
About Agility Resourcing

We are a leading accountancy practice that offers exciting career opportunities for ambitious professionals. Our company values innovation, teamwork, and customer satisfaction.

Job Overview

We are seeking an experienced Accounting and Tax Professional to join our team. The ideal candidate will have strong skills in financial planning, tax preparation, and bookkeeping.

Key Responsibilities
  • Reconcile bank statements to ensure accuracy and completeness
  • Prepare and submit self-assessment tax returns on time
  • Manage double-entry bookkeeping systems to maintain financial records
  • Provide basic tax advice to clients
  • Assist with the preparation of annual accounts
  • Update tax codes on accounting software
  • Administer client information on CRM systems and accounting software
  • Offer basic payroll advice
  • Provide excellent customer service by answering phone calls and resolving queries and complaints
Benefits Package

In addition to a competitive salary, we offer an excellent benefits package that includes on-site parking. This is a fantastic opportunity to develop your career in a dynamic and supportive environment.

Estimated Salary: £35,000 - £50,000 per annum

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