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Job description

What’s the aim of the role?

To learn and develop within the company, working in the audit, accounts and tax departments supporting them as appropriate.


The day-to-day:


  • You’ll attend college for your AAT programme on block or day release as appropriate.
  • Assisting in the preparation of accounts.
    • Dealing with monthly and quarterly bookkeeping on behalf of clients.
    • Processing accounting records.
  • Preparing VAT returns for review.
    • Preparing account reconciliations for review.
    • Producing end of year accounts on a bespoke software package.
    • Preparing corporation tax returns and computations for review.
    • Preparing personal tax returns for review.
    • Begin to develop an understanding of generally accepted accounting principles reporting rules, where applicable and financial statement presentation.
    • Ensuring personal timesheets are accurate and timely so that budgets and forecasts are met.
    • Use computerised accounting software.
    • Work closely with the supervisor to obtain and maintain up to date technical knowledge.
    • To handle queries from clients as appropriate.
    • To maintain interface with clients in order to resolve any technical issues as appropriate.
    • Any other duties as requested at a level appropriate to this role.


Key Performance Indicators (how you’ll be reviewed):

  • Personal chargeable time budget to be achieved as agreed at the beginning of each financial year.
    • Customers satisfied with service provided.
    • Production of client work to agreed timescales.
  • Production of client work to agreed budgets
  • Responding to client’s emails/telephone calls within 24 hours.
  • Statutory timescales met.
  • Achieving satisfactory study progression.





Your Experience and Qualifications:                              

  • Minimum of 5 GCSEs grade A - C, including Maths and English.
  • At least 3 A Levels grade B or above (or equivalent).
  • Computer literate.
    • Good IT skills, particularly in the use of spreadsheets.

What we need from you:

  • Commitment to a college-based learning programme.
    • An interest in business and finance.
    • Strong organisational skills and attention to detail.
    • Strong interpersonal and communication skills.
  • A thorough, methodical and logical approach to problem-solving.
    • Be able to recognise when consultation is required.
    • Ability to thrive in a dynamic team environment.
    • Ability to get on with colleagues and clients alike
    • Highly motivated self-starter with the ability to multitask and complete assignments within time constraints and deadlines.
    • Discretion and honesty when handling confidential information.

Working conditions                                            

The role is based in Ocean Village, Southampton at our new offices.                                                     

Want to progress?                                                                                             

We value our apprentices and want to bring our new candidates up through the ranks in their time with us.

In 3 years following completion of your AAT qualification, we would expect to see indications that you are taking ownership of all assignments allocated to you and working towards a semi-senior role within the team.                                    

Start Date: September 2023