Accountant

Job Title: Accountant

Location:  Based in Waterlooville, Hampshire

Contract type: Permanent   

Hours per week:  Full time (36.50 hours) – Office based (1 day WFH available) Salary: £34,000 – £42,000   Reporting to: Accountancy Manager

About the Company:

Ferox Partners are working with an up and coming modern accountancy practice who are People first and offer a fun, vibrant, energised, organisation where hierarchy just isn’t a thing and they are all about the team. They offer modern open plan offices, break out rooms and an opportunity for succession planning in the role. 

Job Purpose:

As an Accountant, you will be focused on delivering an exceptional client experience for a portfolio of inspiring small business clients.

Key Responsibilities:

• To prepare, send and submit accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
• To provide training, mentorship and technical guidance to your accounting team (and wider businesses where appropriate).
• To communicate with clients via phone, email, social media and in person, including chasing records.
• To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
• To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
• To review and advise clients on advisory level to include cashflow, budgets, pricing etc (further training on our advisory systems will be provided).
• To complete, review and prepare book-keeping, VAT returns and CIS where required.
• To prepare and execute year end client meetings.
• To carry out and deliver client fee reviews.
• To support the Client Manager and Senior Accountant in your accounting team ‘pod’.
• To maintain electronic filing of books and records both internally as well as management of client administration and records.
• To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
• To provide external training e.g., client bookkeeping training and as applicable as per our company values.
• To manage and maintain your professional development and learning including any relevant CPD required by your professional body.  
• To ensure and update HMRC/Companies House statutory information is accurate

Person specification:

• Relevant experience  
• Must be supported by a full membership to a chartered professional body, (AAT, ATT, ACCA etc). 
• Extensive experience spanning 2+ years in practice, overseeing a broad client base and delivering work directly in a dynamic environment. 
• Must be able to prepare accounts & tax returns for clients to review stage, including Sole Traders, Partnerships and Limited Companies. 
• Experience of working with clients utilising Xero, QuickBooks, DEXT and Free Agent to produce client work. 
• Sound understanding and working knowledge of tax.  

Skills

• Able to navigate Microsoft packages, specifically Word and Excel. 
• Effective at time management with the ability to work to tight deadlines and deal with newly emerging priorities day-to-day without compromising attention to detail.  
• Confidently able to provide advice and make recommendations to clients, taking care to break down complex information in such a way as to help with understanding in both written and verbal communication.     
• To proactively seek out information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger to expand knowledge. 
• Personal attributes
• Friendly and professional with the ability to communicate effectively at all levels, internally and externally and committed to providing exemplary customer care.  
• A fun and outgoing attitude with a desire to support the growth of a thriving business, whilst enjoying professional growth at the same time.  
• An advocate for continued professional development, constantly curious and hungry to learn but not afraid to ask for advice when needed and act upon feedback given.   
• Takes pride in professional appearance and positively represents the brand