Finance Assistant

Company And Role Overview –

Join our client, an award-winning and rapidly growing accountancy firm, dedicated to providing top-tier accounting and advisory services! As they embark on this thrilling phase of expansion, we are on the hunt for a dynamic and results-driven Assistant Cloud Manager to become a part of their vibrant team. In this pivotal role, you’ll ensure the precision and timely submission of VAT returns and deliver insightful management figures that empower clients' decision-making processes. You'll also have the exciting opportunity to build strong relationships with clients, deeply understand their businesses, and identify ways to boost efficiencies within their finance departments. If you're ready to make a significant impact and grow with an innovative firm, this role is perfect for you!

Main Responsibilities –

• Manage team workflow and prioritize tasks to ensure all deadlines are met
• Perform initial bookkeeping using cloud-based software and automation to establish efficient processes and systems for new clients, enabling effective delegation to team members
• Respond promptly to internal and client inquiries
• Address historical bookkeeping issues as needed
• Offer bookkeeping training and support to clients, both in person and online, for Xero, Dext, and other necessary applications

Requirements –

• In-depth knowledge of accounting and tax principles
• ???????Exceptional communication skills
• Ability to understand and adapt to the personalities of team members and clients
• Familiarity with VAT and bookkeeping software such as Xero, Dext, A2X, etc
• Strong decision-making and problem-solving abilities

Role Overview

Responsibilities

• Strategise assignments and coordinating with clients to address their needs and key aspects of the task.
• Evaluating the feasibility of outsourcing versus in-house completion of tasks.
• Formulating budgets and timelines, obtaining client approval, and ensuring adherence to these parameters.
• Supervising the progress of assignments, delegating tasks, and reviewing staff work to maintain quality standards.
• Engaging in business development activities.
• Offering prompt feedback to partners regarding client issues and delivering well-organized files with minimal review requirements.
• Identifying potential additional revenue streams for the firm and discussing these opportunities with clients.
• Overseeing team performance and development to ensure consistent high-quality work, providing timely feedback to team members, and regularly updating partners on team progress.
• Ensuring punctual completion of milestones, probationary reviews, and annual appraisals.
• Fulfilling any other responsibilities necessary for the role's execution.

Requirements

• ACA/ACCA qualification with strong technical proficiency.
• Demonstrated success in managing portfolios.
• Exceptional communication abilities in written and verbal English.
• Essential experience in statutory and management accounting within a Mid-Tier Practice.
• Vital experience in team management and development.
• Up-to-date knowledge of UK GAAP accounting standards.
• Proficient in IT, advantageous experience with Xero, CaseWare, Sage, and CCH.

Company and Role Overview

Main responsibilities 

• Help to promote the development concept of customer service centre as a customer relationship base, by providing warm, friendly, comprehensive, and outstanding responses.
• E-commerce Support – providing customer service to customers on our online stores.
• Managing all incoming contact, identifying, and assessing customer’s needs whilst maintaining exceptional level of customer satisfaction
• Providing support through social media channels, WhatsApp, and Live Chat
• Maintaining and improving upon existing KPIs and SLAs
• Providing technical support to customers to a range of products
• Helping with any other ad-hoc assistance as requested by the company.

Requirements 

• Minimum of two years of experience in customer service role
• Excellent verbal and written communication skills and ability to liaise confidently with internal and external stakeholders.
• Be confident with complaint handling/management, maintaining calm and clear communication.
• Some experience of Zendesk CRM preferred / previous experience with other CRM also highly desirable.

Role Overview

Responsibilities

• Assist managers in preparing job descriptions and person specifications informed by team analysis for recruitment purposes, including advertising vacancies and monitoring interest on LinkedIn, websites, and job boards, making suggestions for remedial action when necessary.
• Respond to all potential candidate enquiries, support with shortlisting and schedule interviews and tests.
• Take part in interview panels when required and arrange candidate feedback upon request.
• Undertake reference and document checks and prepare employment contracts, based on existing templates.

• Prepare induction packs (regularly review and update information packs on a regular basis) in collaboration with Heads of Department and arrange departmental/organisational inductions.
• Participate in international HR onboarding activities.

• Ensure all staff receive regular reviews during their probationary period, and annual feedback documentation is completed and filed.
• Prepare reports on performance for the Country Manager to review.

• Research and identify external training partners and book training courses and assist and coordinate internal training opportunities.
• Create a centralized hub for all training measurement reporting and recording.
• Monitor, track, and collect all documentation related to internal or external training that occurs, ensuring employee sign off.

• Support the HR Manager in the preparation of payroll for each month, including starters/leavers, contract variations, sick pay, maternity pay etc.
• Undertake administration relating to the workplace pension scheme, cycle to work, eyecare vouchers, flu jab, and season ticket loans.
• Administer requests for flexible working, maternity/paternity/adoption leave, time off for dependents, etc.
• Assist managers with employee relations issues such as absence management, grievance, disciplinary, and dismissal, in accordance with company policy and employment legislation.

• Maintain accurate and up-to-date personnel files both in hard copy and electronically, ensuring compliance with Data Protection legislation.
• Prepare HR correspondence, such as changes to Terms and Conditions of employment, end of probation, termination, etc.
• Collect and report upon data relating to a number of topics, such as recruitment, diversity, staff absence, and turnover.
• Administer the exit process for leavers, including exit interviews and return of company property.
• Assist in reviewing and updating HR policies and procedures, ensuring these are effective for the business and reflect current legislation and best practice.
• Ensure all assigned onboarding and offboarding tasks within the HR system are up to date and prepare folders with HR Correspondence templates.

• Meet with HR Manager for the purpose of regular supervision and appraisal.

Requirements

• Educated to Degree level or relevant HR Certification or Experience.
• Proven experience of HR Generalist roles
• Good communication, listening and interpersonal skills, with the ability to write and communicate to applicants, supporters, stakeholders and colleagues at all levels (both written and verbal, in a friendly and professional manner).
• Excellent administration and organisational skills.
• Good IT skills including an understanding of Microsoft Office suite of programmes. such as Word, Excel, Outlook etc.

Company and role overview

Our client is currently searching for a Case Team Manager to come and join their busy team. The candidate will be expected to work as part of the team, supporting and assisting colleagues, peers, and your managers to achieve team priorities, objectives, targets, and goals. The role does require managing a team’s performance and quickly identify and effectively tackle, at the earliest stage.

Main responsibilities

• Maintain, manage, and motivate a team, ensuring work produced is to a high standard and use resources to the best of their ability.
• Ensure team’s compliance with current policies, process, guidance, and service standards that govern the work of the team.
• Ensure the early identification of solutions to obstacles, raising these with your Operational Manager when necessary.
• Assure and be accountable for the quality of casework, risk assessments and decisions in your team.
• Recruit new employees and provide effective induction programmes, ensuring that performance is effectively managed and recorded during their probation period.
• Be knowledgeable of developments of policies, guidance, and processes, regarding fitness.
• Work as part of the team, supporting and assisting colleagues, peers, and your managers to achieve team priorities, objectives, targets, and goals.
• Review and respond to challenges, queries and/or complaints about the decisions made and service provided by your team
• Support and deputise for the Operations Manager in the delivery of their work, when requested or required.
• Comply with the information security requirements for information accessed or processed in carrying out the duties of the role, ensuring they are in line with the companies’ policies.

Requirements

• Educated to degree level or relevant knowledge and experience
• Experience of managing people and resources or investigation responsibilities
• Experience of working within, and applying, a framework of legislation and defined policies and guidance.
• Experience of monitoring a team, objectives, and performance indicators.
• A high level of written English and verbal communication skills.
• Experience of responding to multiple stakeholders needs and complex circumstances
• Demonstrated ability to work effectively within a team and support and coach others.
• Strong analytical, critical examination and problem-solving skills.
• Knowledge of investigative methods and rules of evidence.