8 months ago
Cloud & Management Accountant - Cambridge
Salary - Competitive
Key words: Accountant/Account Manager/ Cloud Management Accountant/
Our client offers proactive advice and specialist knowledge to help clients attain their goals. They are a dedicated tax practice, bringing together a group of tax professionals whose aim is to ensure personal and business clients minimize their tax payments, both now and in the future.
Our client is the firm’s independent financial planning arm and provides a holistic approach to the management of client’s personal financial affairs to help achieve their individual needs and aspirations. They are authorized and regulated by the Financial Conduct Authority.
The core of their work relates to the buying, selling and restructuring of businesses and in raising finance for where necessary.
Cloud Accounting Services
Visiting clients/prospect clients to demonstrate and discuss the benefits and to consider migration to the cloud
Advising on improving efficiencies and best use of cloud and connected technologies
Preparation of system reviews and quotations for consultancy services
On-boarding clients and data migration from existing accounting system to Xero/ QBO/ Sage Accounting
Set up and configuration of software
Training clients on cloud software
Researching suitable apps connecting to cloud accounting systems
Troubleshooting system issues
Actively promoting cloud accounting for the firm - internally and externally
Training staff internally on cloud software
Undertake formal and self-led training to keep up to date with new cloud accounting developments and share the knowledge gained as appropriate
Management Accounts Services
Preparation of periodic management accounts for clients : on cloud or existing desktop software
Desktop review of client records, including advising clients of correction needed or updating client records as required
Assisting clients with general accounting and cloud software queries both remotely and at client premises
Preparation of VAT returns as part of management accounts services
AAT/ ACCA/ ACA desirable
Key Skills & Experience
Extensive experience using Xero for at least 2 years plus ideally QBO and /or Sage Accounting (Cloud)
Experience using Sage 50 desktop also an advantage
Experience working in an accountancy practice
Strong verbal and written communication skills
Sound understanding of accounts preparation
Ability to adapt and respond to changing deadlines and priorities
Experience providing clients one to one and larger group training desirable
Ability to work both alone, with clients and in a team : clear communication skills including keeping respective parties up to date with progress/issues etc.
The role will require you to work with a number of partners and managers across the office and practice and require some travel to other offices Demonstrate positive attitude, problem solving, patience and understanding of different learning styles
Ability to drive and own or have access to a vehicle
Ability to advise clients on basic accounting queries in general
Network and develop business contacts
Ad hoc administration tasks as required
The role includes a study support package, exam entries and study leave.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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