to manage bookkeeping for a small client portfolio, assist with VAT returns, and support firm administration. This role includes client onboarding, compliance checks, and preparation for
Making Tax Digital for Income Tax (MTD-ITSA)
. If you're organized, efficient, and eager to grow, we'd love to hear from you!
Proficiencies
Xero and QuickBooks
MS Excel
MS Outlook
Microsoft 365
Fundamental knowledge of bookkeeping
Knowledge of UK VAT
Ability to communicate concisely, verbally and in writing, in English
Strong time management skills, with the ability to prioritize urgent tasks efficiently
Ability to learn new skills, maintain knowledge, and acquire new information--essential for keeping up with changes to taxation regulations (with provided external and in-house training)
Bookkeeping:
o Weekly bookkeeping for a small portfolio of clients which will involve entering
purchase and sales invoices into Xero, performing bank reconciliations and
month-end debtor/creditor checks
o Posting of journal entries
o Assisting Partners with book-keeping for preparation of accounts
o Preparation of VAT returns for Partner review
Administrative tasks for the firm:
o Completing Client Onboarding procedures and recording of those procedures
on BrightManager
o Preparation of Letters of Engagements (LoE)
o Checking Client Anti-Money Laundering documentation is up to date and
carrying out AML checks (training will be given for this process)
o Registering clients for Self-Assessment, VAT, PAYE, Capitals Gains (digital
authorisations) and Trust Registration (training will be given for this
process)
o Checking client authorisations exist, preparing and sending 64-8 forms where
missing, completing digital authorisations (training will be given for this
process)
o Filing documents such as registration forms, 64-8 forms, authorisation
confirmations, signed LoE, forms completed
o Other administrative tasks requested by the Partners from time to time
Making Tax Digital for Income Tax (MTD-ITSA)
o Preparing list of clients affected in the build-up to this date (6 th April 2025)
o Supporting clients with registration for MTD-ITSA
o Preparation and submission of quarterly filings for MTD for ITSA
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