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Accounts Assistant Salary: 35k - 41k Ashtead Office Based 9am - 5.30pm 37.5 hr week 4 or 5 days a week I am working with a growing business that are looking for an Accounts Manager to join their team of 10. They deal with a whole range of business and personal clients from start-up to turnover of up to £20M. Ideally the candidate will have the drive and ability to become both a Director and Equity Partner in the future. Initially, this will be office based and after probation period, we can offer 1 day a week WFH. Requirements Attention to detail Leadership & management skills Client focused Recent relevant experience in an accountancy Practice Managing staff Managing a client portfolio Ideally experience of IRIS and XERO Skills Excellent IT skills (Word, Excel, Outlook) Excellent knowledge of accounting standards/FRSs Sound tax working knowledge Qualifications -Part or fully qualified ACA or ACCA Duties Liaise with a portfolio of clients to ensure that they are happy with the services provided Meet with existing clients to go through final accounts, pre-year-end tax planning meetings Bring to clients' attention ways in which we could help them further demonstrate the benefits of the additional services we provide and issue Extra Work Orders upon agreement for us to undertake extra work Maintain billing arrangements Control workflow. Review & control impending deadline for Companies House & HMRC Maintain & develop systems to ensure consistent delivery of services at the highest standard Manage the Accounts Assistants and help with their annual assessments, produce a short review of each assignment, and provide the assistants with training as required Deal with emails & client queries as required Review accounts for companies (FRS102 and FRS 105), LLPs, partnerships and some sole traders Review quarterly VAT returns. This involves working with spreadsheets, Sage, Xero, QuickBooks Prepare and review business tax computations to identify the taxable business profits, including correctly claiming tax relief on fixed assets (for all types of business entities) Draft & review via Accounts Assistants covering letters & supporting paperwork with the final accounts and business tax computations to client Liaise with payroll and tax department Prepare and review relatively straightforward personal tax returns for Directors using IRIS Tax planning regarding extraction of funds from a company in the most tax efficient manner Prepare & review invoices using our software Update the CRM system Review electronic in-tray and deal with tasks/post in as necessary Attend management & weekly team meetings and contribute ideas and opinions Renew fixed price agreements and log profit/(loss) on each job Control job flow, budgets on jobs, deadlines through the office Help with maintaining the database on our website Attend both technical and practice management training events (external & internal) Meet with potential new clients and quote for our services using our pricing software Prepare & review forms P11D (months April to July only) Assist the director with various administration and sales and marketing tasks from time to time Assist the director with AMLR/GDPR/ICAEW Annual Return matters Onboarding new clients We also operate a bonus scheme where you can share in the company's overall profits If you are interested in applying the please apply now!
Accounts & Tax Assistant Part time or Full time Salary: £24.5k - 32k Ashtead Office Based 9am - 5.30pm (37.5hr week) I am working with a are a growing business that are looking for an Accounts & Tax Assistant to join their team of 10. They deal with a whole range of business and personal clients from start-up to turnover of up to £20M. Initially, this will be office based and after a satisfactory probation period, we can offer 1 day a week working from home. Requirements Good understanding of double-entry bookkeeping Bright, willing and quick to learn Good attention to detail Excellent interpersonal skills so able to communicate to the team & clients Can work and contribute as part of a team Good IT skill so can deal well with Cloud/Outlook/ Excel /Word Good basic understanding of accounting standards /FRSs for accounts Experience - Recent relevant experience in an accountancy Practice is important - Experience of IRIS/Xero is desirable Qualifications - Part- or fully qualified AAT (Level 2 minimum), ACCA or ACA Duties A. DAILY/WEEKLY 1. Prepare accounts from client's records for companies, partnerships and sole traders 2. Prepare quarterly VAT returns, mainly for limited companies this could be standard VAT accounting or Flat Rate Scheme. This involves working with spreadsheets, Sage or Cloud based software in particular Xero 3. Prepare business tax computations to identify the taxable business profits, including correctly claiming tax relief on fixed assets and disallowing relevant items 4. Input data into the Personal Tax Module using a checklist of items to watch for. Then mark sections of the Tax Return programme as complete 5. Draft covering letters enclosing accounts and business tax computations to clients 6. Draft supporting paperwork to go with a set of accounts e.g. Minutes of meetings of directors/Letter of representation/Invoice/Notes & Recommendations/Fixed Price Agreements 7. Contact with clients to resolve / deal with any queries 8. Some tax planning regarding extraction of funds from a company in the most tax efficient manner. Implement some tax planning strategies for sole traders and partnerships too with appropriate training 9. Prepare invoices using our software and help with the renewal of fixed price agreements and tracking profit on jobs 10. Update the Customer Relationship Management (CRM) system 11. Review electronic in-tray and deal with tasks/post-in as necessary 12. Deal with emails in as required 13. Limited help on occasions with social media marketing, the website or mailshots B. OTHER INTERVALS 1. Attend weekly full team meetings and contribute ideas and opinions 2. Help with maintaining the database on our website. 3. Attend both technical and practice management training sessions (external & internal) We also operate a bonus scheme where you can share in the company's overall profits. We can also provide financial assistance for qualifications to the right candidate. If you are interested in applying please apply now!
We are working alongside an exceptional wealth management firm in Epsom, Surrey looking to recruit a Front of House Receptionist for their office. Reporting to the office manager as sole receptionist, your duties will include meeting and greeting, answering of calls, overseeing meeting rooms. In addition, you will be the team assistant for the investment team as well as supporting the office manager to aid the smooth running of this busy office. Key Responsibilities: Reception: Consistently deliver an excellent and professional front of house (FOH) experience to all visitors, guests, and employees in the office. Act as the central point of contact for all reception activities and FOH operations Register, meet, and greet visitors / guests and provide refreshments. Answer all incoming calls to the London main line including taking messages and redirection of calls. Management of all meeting rooms including booking the rooms and clearing up after the meetings. Ensuring all crockery is put into the dishwasher throughout the day. Assist in the coordination of meetings when necessary. Support office colleagues with organising office events including breakfasts / lunches of which a limited number may be in evenings Accept, distribute, and prepare mail and delivery of packages, including liaising with couriers. Wealth Management Team Support the wealth management team with diary and travel management, expense preparation and errands. Support the wealth management team team with filing, preparation of PowerPoint presentations and other admin tasks. Office Management: Support the office manager to order, maintain and dispatch office supplies including snacks / milk / drinks for the office, and refilling printers etc. Support the office manager with office admin tasks, e.g., health and safety matters and maintenance for the office. Support the office manager with any other ad hoc projects / requests, such as dealing with expense preparation, going to the post-office, dealing with ad-hoc errands when required. Support the office manager with ad-hoc / limited travel arrangements, diary support, filing and other admin tasks. Essential Skills & Experience: Customer orientated with a passion for high-level service, highly professional and service orientated. Flexible, approachable, adept at working under pressure and demonstrates a 'can do' attitude. Clear and professional telephone manner and overall communication skills. Good general office admin skills/experience and experience with MS Office, MS Outlook and PowerPoint. Self-motivated with the ability to multi-task and effectively prioritize tasks. Ability to work on own with minimal need for supervision and enjoys working collaboratively with others in a team to achieve results. Proactive and able to problem solve. If you would like to apply for this position then please submit a copy of your CV to Josie at Artemis Recruitment.