Practice Bookkeeper / Administrator

Practice Bookkeeper / Administrator
Location: Doncaster, DN4 0RG.
Salary: £23,000 to £26,000 along with study package if required
Contract: Full Time office based, Monday to Friday 9:00-5pm with ½ an hour for lunch. For the right candidate we will also consider those looking for a part-time position.
About TaxAssist Accountants
TaxAssist Accountants are the largest network of accountants who offer a wealth of experience and expertise to over 85,000 small businesses right across the UK. We provide a wide range of accountancy and tax services including annual accounts, tax returns, payroll, bookkeeping and tax planning to small businesses and individuals.
Our practice is growing fast, and we are seeking an enthusiastic, and hard-working Practice Bookkeeper / Administrator to join our small busy team.
Practice Bookkeeper / Administrator - About the role
The successful candidate will be charged with providing reception, telephone, and administrative duties within the TaxAssist Accountants Doncaster office. The postholder will be required to be customer facing and enjoy liaising with clients along with working flexibly in a rapidly developing office environment. Alongside, the administrative duties you will be required to complete bookkeeping duties using Excel, QuickBooks & Xero Accounting software.
The position is highly systems orientated so the post holder will need to be very comfortable with using multiple systems such as Office 365 (including outlook, word and excel), TaxCalc and other client databases for workflow and onboarding processes, as well as being adaptable to learning new systems. You will also be required to assist other staff from time to time, work flexibly and to budgets on each client file.
Duties / Responsibilities
The successful candidate will ideally have at least two years bookkeeping and administrative experience. The key duties of the post are as follows:
• Answer all telephone calls and reception enquiries in a timely, courteous, and efficient manner and accurately log information on all calls received.
• Communicate and liaise verbally and in writing to clients/visitors/enquirers and staff and interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions.
• Make and record accurately client appointments within outlook.
• Booking jobs in when required, liaising with the client, and ensuring all information has been brought in along with updating the work planner.
• Manage, organise, and update relevant data using database applications.
• Process all sales invoices and take client payments as and when required.
• Word processing skills for general preparation of letters/forms that the business will require.
• Coordinate the on boarding of new clients ensuring where appropriate HMRC authorisation codes are requested and closing clients where appropriate.
• Submission of Companies House Confirmation Statements.
• Carry out bookkeeping tasks in excel and producing accounts to trial balance.
• Carry out bookkeeping tasks in both QuickBooks and Xero Accounting software packages.
• Establish and maintain effective working relationships with co-workers, supervisors, and the general public.
• Maintain regular consistent and professional attendance, punctuality, personal appearance and adherence to relevant health and safety procedures.
• Plus, other duties consistent with the grade as directed.
What we need from you
• The ideal candidate is someone who is looking to grow with the practice as there will be opportunities for progression.
• Ideally at least two years bookkeeping experience and ideally currently taking their AAT exams and at either Level 2 or 3.
• The ideal candidate will have experience in using QuickBooks Online Accounting Software and/or Xero Accounting software.
• Some administrative experience.
• An ability to develop good working relationships with both co-workers and clients.
• An ability to work without direction where necessary.
• Good attention to detail and high level of accuracy.
• A team player with excellent interpersonal skills.
• Strong Excel skills and proficient IT skills including the ability of using Microsoft Word & Outlook.
• Very effective organisational skills with strong verbal/written communication skills.
• Be honest, trustworthy, flexible, respectful and possess cultural awareness and sensitivity.
• Ability to adapt & cope with organisational change.
• Although not essential it is desirable for the candidate to also have experience in using DEXT, a bookkeeping automation software package which links to QuickBooks and Xero.
Due to the changing nature of our business your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.
If you feel you have the skills and experience to be successful in this role then apply today!
Important Information:
Due to the volume of applications, we receive we are unable to respond to all applicants. If you do not hear from us within four weeks, please assume that your application has been unsuccessful.
No Agencies please