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

Main Responsibilities

• Provide daily financial support and guidance to clients on various finance-related matters.
• Offer ongoing assistance and training to the junior members within the team.
• Oversee the upkeep of stakeholders financial records, ensuring consistent bookkeeping and bank reconciliations through the accounting system.
• Compile and submit quarterly VAT returns.
• Aid senior members of the team in gathering accounting records for month/annual reporting processes.
• Contribute to management reports and year-end financial statements.
• Oversee and execute monthly payroll processing for clients.
• Facilitate payment runs on behalf of clients.

Requirements

• Must an AAT Level 3 qualification
• Have excellent communication skills and communicate effectively, both verbally and in writing.
• 2 years + of experience in a similar role within an accounting practice.
• Exhibit strong initiative and efficiently handle their own workloads.
• Experience using Xero
• Comprehensive knowledge of bookkeeping, and payroll processes.

Role Overview

Main Responsibilities

• Regularly updating and reconciling clients' financial records using accounting software.
• Providing ongoing financial support and guidance to stakeholders.
• Engage in training sessions and receive support from colleagues or externally.
• Assisting in the preparation of accounting documents for monthly and annual financial reporting.
• Oversee and processing clients' payroll, compiling and submitting VAT returns.
• Coordinating supplier payment processes on behalf of clients.
• Handling confidential and sensitive information.

Requirements

• Comprehensive knowledge of bookkeeping, and payroll processes.
• At least one year of experience in a similar role, within an accounting firm is essential.
• The candidate should have demonstrated strong academic achievement GCSE grades.
• Experience using Xero
• High literacy and numeracy levels, with attention to detail and accuracy
• Strong IT skills

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

• Ensuring that each young person has an assigned primary worker and team member are aware of each child’s relevant plans and their responsibilities for its implementation.
• Performing the role of "on-call manager" to provide out-of-hours support for the home, on a rotating basis
• Attending childcare reviews and planning meetings to provide information and achieve optimal outcomes for young people
• Maintaining accurate written records to record information and enable regular monitoring and evaluation to occur
• Working in partnership with parents, caregivers, and other professionals to safeguard and promote the welfare of young people
• Assisting with the recruitment and retention of staff, including induction training for new staff into the home
• Providing consultation and informal advice and support to staff in relation to day-to-day matters
• Conducting annual appraisals of staff, addressing issues concerning conduct and competence of staff where necessary
• Ensuring that budgets and resources are allocated appropriately and managed effectively, and the use of finances is properly monitored, including petty cash returns and staff attendance records
• Developing, in consultation with young people and staff, routines concerning all aspects of child care, creating schedules that fit best
• Ensuring that there are appropriate and adequate reporting and recording systems in place to comply with Quality Standards

Requirements

• Knowledge of the Children Act and other relevant legislation
• Diploma L3 Residential Childcare (or equivalent)
• Willingness to complete Diploma L5 L&M in H&SC
•  Knowledge of CHR 2015 and the QS

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.