Finance Client Advisor

SUMMARY:

A well-established, London-based firm specializing in corporate finance, tax, and accounting is seeking a dynamic Client Advisor to deliver accounting and compliance services to a portfolio of clients, ensuring a seamless client experience. The role involves preparing management accounts, reviewing work prepared by the Client Assistant, acting as a key point of contact for client queries, and supporting technology-driven accounting solutions.

POSITION INFO:

Minimum requirements for the role:

• Must have a relevant tertiary Accountancy qualification
• Minimum 1–2 years’ experience within an accounting firm or accounting role
• Experience producing management accounts and VAT returns is essential
• Use of Xero, IRIS and Excel is preferable
• Must possess strong attention to detail
• Willingness to learn and adapt to new systems and processes
• Team player with strong interpersonal skills
• Good communicator and articulate
• Ability to manage workloads, meet deadlines, train and support others
• Results-driven with the ability to achieve work goals and objectives

• Managing the delivery of work to a portfolio of clients.
• Preparing and reviewing VAT returns.
• Preparing and reviewing management reporting.
• Preparing and reviewing CIS returns.
• Preparing statutory reporting.
• Preparing Corporation Tax returns.
• Performing year-end opening balance adjustments.
• Providing company secretarial services.
• Reviewing work from the Client Assistant prior to publishing within Xero or relevant accounting systems.
• Processing data and performing bookkeeping, including utilizing systems to streamline processes.
• Setting up and training clients on Xero and associated apps.
• Collaborating with clients on budgets and forecasts.
• Training and supporting the Client Assistant role.
• Assisting with office administration.
• Participating in ad-hoc projects.
• Acting as the go-to person for initial client queries and providing software support.
• Managing client expectations and delivering up-to-date financials and compliance filings on time.
• Engaging in CPD and ongoing training.
• Ensuring confidentiality of sensitive client data.
• Working with other team members to meet deadlines.
• Identifying opportunities to improve and streamline internal processes.
• Acting as a technology champion and training others on accounting systems and add-ons.
• Acting in accordance with the business’ values and competency framework.
• Communicating effectively with direct line managers.
• Communicating clearly and concisely with clients.
• Maintaining strong accounting knowledge.