Accounts Trainee

5 days ago

Milton Keynes, United Kingdom Ad Valorem Full time

**Salary**: Competitive + Benefits
Location: Milton Keynes
Contract: Permanent

**Overview**:
**Annual Accounts**:
You will be assigned specific accounts and you will ensure that they are managed effectively and efficiently adhering to the current agreed procedures and software tools.
- Manage daily task list
- Ensure information is processed in a timely manner using specialist on-line tools
- Ensure all clients receive a consistent high level of service
- Ensure accounts are produced to a consistent high standard and are passed to the Client Manager to be checked, signed and submitted
- Maintain compliant records
- Reconcile and record information
- Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
- Assisting with managing client expectations and deadlines
- Assisting with the preparation of personal and business tax returns
- Carrying out bookkeeping activities including journal postings and ledger reconciliations
- Processing client records accurately using Xero and other accountancy software
- Preparation of VAT returns and management accounts

**Communication**:

- Deal with client phone calls adhering to company guidelines
- Deal with client correspondence following company guidelines
- Ensure client is contacted according to the guidelines for their category
- Escalate queries to Client Manager on same working day where appropriate

**New Clients**:

- Support the integration of new clients

**Technology**:

- Utilise the software tools available to provide an outstanding service to clients
- Ensure your personal software certificates are achieved within agreed timescales and are kept up to date

Any other duties that may be required.

**Qualifications and Skills**

Either currently studying or aiming to study AAT

**The perks**
- Competitive salary + pension contributions
- Full study assistance accompanies the role
- Benefits package inc. private medical insurance, death in service benefit
- Development for career progression within a family-feel environment

**How to apply

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