Accounts and Tax Assistant
Achieve Professionals
Accounts and Tax Assistant
Leicester
D.O.E
Full-Time Office Based
Achieve Professionals are proud to be once again work with our client who are looking for a skilled and passionate Accounts & Tax Assistant to join their team in Leicester. You will be assisting in the management and delivery of accounts preparation services for our Owner Managed Business Client portfolio with the below key tasks being carried out.
Responsibilities:
- Produce an accounts working file in line with standards;
- Produce an accounts summary and list of discussion points for the manager;
- Work within a budget agreed at the planning stage;
- To professionally represent the firm and its interests in dealings with clients and other professionals;
- To attend training to further develop and maintain your technical skills;
- To achieve good passes with all professional and advance examinations, where applicable;
- To plan and control your professional work for the firm’s clients within the firm’s standard procedures. You will be able to identify basic planning opportunities;
- To identify and act upon any opportunities you see within the professional work you do to sell more services to existing and prospective clients;
- You will keep up to date with internal policies, procedures and announcements;
- Prior knowledge of producing self-assessment tax returns would be an advantage.
- Ad hoc administrative duties as needed by the Manager
Essential requirements/qualifications
- Qualified to AAT/ ATT level (part qualified will be considered based on experience) or equivalent as a minimum.
- Assisting in financial reporting
- Experience with using Iris, Sage, Xero and QuickBooks is preferred but not essential.
- Prior knowledge of producing self-assessment tax returns would be an advantage.
- Ideally someone with experience maintaining accounting records
- Experience of incorporating checks to ensure accuracy, standing back from the detail ensuring all tasks are completed to a high standard
- Having to juggle a number of priorities whilst ensuring deadlines are met
- Communicating with all levels within an organisation
- Managing your own workload
- Creative thinking and having to consider the ‘bigger picture’
- Excellent verbal and written communication skills
- Good attention to detail
- Strong interpersonal skills
- Excellent Excel skills
- Good organisation and time management skills
- Proactive thinking and application skills
- Self-management skill
What you will need to be;
- Be authentic in every situation and like to be connected to your team, clients and local communities
- Like to listen and understand, to show up every day with passion and to stand up for things that matter to you
- Be driven to succeed, take initiative and want results
Qualifications:
- Qualified to AAT/ ATT level (part qualified will be considered based on experience) or equivalent as a minimum.