Accounts/Bookkeeping Representative
1 day ago
Company Description Northern Accountants is an award-winning digital accountant's based in Morley, Leeds with offices in Beverley and Edinburgh.
Our aim as a business is to offer exceptional service to our clients, and a progressive and values-driven working environment which is supported by our well-documented EVP promise to our team
The Accounts and Client Experience Coordinator role is an exciting opportunity to work with Northern Accountant clients to ensure they experience exceptional service levels with every interaction.
This role involves a high degree of client interaction and support as you will work with clients at all stages of their NA Experience.
Your role will be balanced between providing accounts administrative support to enable effective and efficient delivery of service and delivering an outstanding 'front of house' experience.
You will also provide administrative support to our Client Managers, Senior Client Managers and Directors to ensure effective meeting coordination.
The following is a list of the key areas and supporting activities that provide a broad framework of the role and outline the expectations and technical ability required.
Onboarding Administration Support
Supporting the Onboarding team is a varied role that will be driven by board management and the Head of Client Transition.
Onboarding Data entry responsibilities
Data integrity
Bookkeeping/accounting support for the transition of clients from the onboarding project.
Accountants Administration Support
In order to meet our commitment of delivering a comprehensive Finance Function to each internal client, it is critical that we have a robust Monthly process that delivers the highest quality of financial information and on time.
UK based bookkeeping
Payments Runs for UK-based bookkeeping clients
VAT Returns for UK-based bookkeeping clients
CIS for UK-based bookkeeping clients
Month End Production for UK-based bookkeeping clients
Produced accounts are reviewed and signed off
Prioritising workloads, responding to queries and identifying training requirements
Xero Support
As a Platinum partner with Xero, our business is built around cloud-based accounting technology that harnesses the opportunities that Xero provides.
Following an internal training program, a key element of the role is to ensure that clients receive all the training and support they require to ensure they maximize the software that they use and/or are able to extract the information they require.
Managing car parking allocations
Ensure all aspects of arranging client meetings are managed efficiently and professionally with the focus on providing the highest levels of customer service and experience.
Office Administration
This role is responsible for activities that help the business achieve its goals.
Managing phone systems
General Project support
General Purchasing and Replenishment
Ensuring offices are kept to a reasonable standard of housekeeping
Bookkeeping experience
AAT Level 4 or QBE and Xero proficiency.
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