Position Title: Bookkeeping client manager (35 hours per week)
Reporting To: The Director and rest of the teams
Date: Start date ASAP
Salary: Dependant on experience but ranging from £20,000 to £23,000
Pension: Nest pension
Location: Fully working from home role
Holiday: 20 days + bank holidays + birthday off
Nature and Scope:
As a bookkeeping client manager at Together We Count you will be responsible for taking care of the bookkeeping needs of multiple clients at once. We offer a Virtual Finance Office package to our clients. Within this package, Together We Count take over an accounts@ email address for some clients and manage all accountancy related correspondence through it. This will form part of your role.
Weekly payment runs
Monthly payment runs
Monthly CIS returns
Weekly debtors’ reports (debtor reporting)
Monthly bookkeeping (to include month end routines, such as bank, credit cards, online payment accounts and supplier statement reconciliations)
Monthly and quarterly VAT return (prepare, review and send to clients)
Debtor & creditor control account monitoring and reconciliations
Completion of management accounts by agreed date (we use Syft Analytics)
All admin tasks required for CIS
Administration of and reconciliation of PAYE account (Completion of CIS deducted, and CIS suffered returns)
Assist with the year end accounts process
Other administration duties as required by TWC and clients
Liaising with HMRC on behalf of clients
Growing the business through referrals
Offer bespoke bookkeeping advice to clients
Strive to ensure the business is streamlined and spot efficiencies where possible
Advise clients in relation to the VAT domestic reverse charge rules as well as other changes in VAT
Support the team, and other client managers, to continuously deliver the agreed level of service
Accounting topics - including, but not limited to:
Sound knowledge of the construction industry
Good knowledge of VAT rates for building trades and hospitality
Knowledge of HMRC guidelines
Excellent working knowledge and experience of using Xero is essential (we are a Xero only practice)
Experience and Skills Required:
AAT Qualified Bookkeeper (desirable but will consider qualified by experience)
Competent in the use of Microsoft Excel, Word, Teams and Outlook
Excellent verbal and written communication skills with accuracy and an attention to detail – you will be the first port of call for a portfolio of clients
Experience of working remotely.
A ‘get stuff done’ attitude
Experience in the plumbing and heating industry would be desirable
Experience with HubDoc or other receipt processing software, such as Dext, formerly ReceiptBank
Experience with Accountancy Manager or other practice management software would be desirable.
Internal – Regular interaction with the company director and other team members, including admin staff and other client manager’s
External – regular interactions with Clients and HMRC
UK based, fully working from home role
The bookkeeper will work from a home office with internet as well as office supplies (you will be provided with a laptop / desktop / second screen, / mobile phone etc).
To ensure the confidentiality of our clients work, no printing of paperwork is needed. All work is to be done digitally. We recommend the use of a 2nd monitor to allow for efficient completion of work.
We are a Tech Savvy company and use many different applications to save time and to streamline our processes. You will be required to learn how to use the different applications. Training will be provided if required.
You will be required to communicate with clients and staff via video conference (Zoom / Teams) as well as via telephone, WhatsApp, email and occasionally face to face.
We offer a flexible work environment. 35 hours per week will be required however work pattern is flexible, all we ask is that you are available between 10am and 2pm then you are free to work the rest of your hours at times of your choosing. Adjusting hours to accommodate clients needs and deadlines may be necessary