Client Advisor – Accounts
- Department: Business Advisory
- Experience Level: Experienced
- Location: Any / hybrid working pattern
- Hours: Clarified by contract
We are seeking a Client Advisor - Accounts to join our busy team.
About Us
Wbg’s roots lie in a forward-thinking and dynamic business that has evolved through vision, energy and the quality of its people. The company’s heritage stretches back 300 years as a reputable and trusted partner. We are in a new period of evolution as an ambitious player in an exciting market and our mission is to help our people and our clients achieve their ambitions.
About the Team
The Business Advisory Services (BAS) team comprises professional sub-teams that cover finance outsourcing (bookkeeping), accounts, and a specialist GP practice service provision. Our client base includes small and medium sized organisations across various industry sectors including charities, farming, retail and healthcare.
The BAS team support our clients with compliance and advisory services. This includes compliance services such as audit exempt statutory accounts for limited companies (and some LLP’s, CIC’s CASC’s, clubs etc.) alongside unincorporated businesses. We also assist our tax team with preparation of draft tax comps and provide a full range of company secretarial services. We offer outsource finance support ranging from bookkeeping, management accounts to full virtual finance function.
There is a broad range of clients of various sizes, sectors and locations. The team have specialisms in various sectors including healthcare (GP practices, dental and pharmacy), hospitality (food & drink production, hotels, restaurants), farming (cattle & sheep, land services), and charities (reporting).
The team are Xero experts and predominantly use Xero for bookkeeping and accounts preparation with CCH for the final accounts production.
About the Job
We seek an experienced Client Advisor to join our busy and enthusiastic team of professionals. Working in our year-end accounts production team, you will support the team by assisting with the preparation of year-end accounts for our varied client base.
Key Responsibilities
With support and guidance, assist with the following:
- Preparing accounts for various clients
- Liaising with clients as necessary
- Working to deadlines and within budget
- Any other appropriate tasks, as directed
Reporting to
Manager
About you
- You will have proven experience of working in a public practice
- You should be educated to degree/Accounting Technician level or equivalent, and hold appropriate qualifications in Maths and English. You should be working towards AAT/ACCA Qualification (minimum of 1 year experience required).
- Proven experience of year end accounts production
- Experience in the use of year end accounts production software esp CCH as well as cloud bookkeeping software – Xero, Sage Business Cloud, QuickBooks Online and related apps
- Experience of practice management software esp CCH
- Experience of MS Office products: Outlook, Teams, Excel and Word
- Excellent communication skills including the confidence to deal with video calls, meetings, phone calls, email, letters, etc.
Essential Skills/Experience
- Excellent IT skills including being proficient in the use of advanced excel
- Experience of CCH of equivalent practice management system
- A good working knowledge of internal management reporting and KPIs
- Appropriate experience of financial processes and management accounting
- Project management skills
Personal Qualities
- Proven organisational skills
- Takes ownership of the task
- Excellent communication skills (verbal and written)
- Enthusiastic, results driven, co-operative
- Positive and confident approach to work
- Client focussed
- Quality approach to work (first time, on time, every time)
- Can work effectively in a team environment or on own initiative
Other Information
Based: The role will be based at at the office location; 50% hybrid
Hours: Working pattern clarified by contract
Salary: Competitive
Other:
- We have developed a set of Essential Behaviours which form part of every role profile and contribute to positive culture
- ACCA training support available for successful candidates
- Flexibility and overtime may be expected at times of peak workload
- Some overtime may be required at times of high volume of workload
- Some travel to support our clients, or to other offices, may be required
- Driving licence beneficial
How to apply
All applicants should apply in writing attaching a current CV to recruitment@wbg.co.uk.
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