
Financial Services Specialist
1 week ago
The role of an Accounts Technician involves providing exceptional client service in a small and supportive team. This position is ideal for individuals with experience working in a similar capacity and a strong foundation in accounting principles.
Key Responsibilities- Preparation of sole trader, partnership, and small company accounts to ensure timely completion and accuracy.
- Processing day-to-day bookkeeping, bank reconciliations, and petty cash checks to maintain accurate financial records.
- Management of accounts payable and receivable for clients, ensuring smooth financial transactions.
- Assistance with VAT returns to guarantee compliance with regulatory requirements.
- Effective communication with clients regarding their accounts, records, or outstanding queries to resolve any issues promptly.
- Maintenance of client files and documentation to ensure up-to-date and organized records.
- Minimum 2 years' experience working in a similar role, preferably within the accountancy sector.
- Desirable: relevant accounting qualification (AAT or equivalent) to demonstrate expertise in accounting principles.
- Proficiency in accounting software and Microsoft Excel to efficiently manage financial data and reports.
- Excellent communication skills and the ability to liaise effectively with clients to provide exceptional service.
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Financial Services Specialist
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