Accountant, Tax Accountant, Accounting & Finance

Salary: GBP
30,000 - GBP
40,000 per annum + Hybrid working

Sewell Wallis are working with an established, forward-thinking accountancy practice based near Halifax, West Yorkshire, as they look to recruit an AAT Qualified Accountant to join their friendly team. This role will play a key function within the finance team, and would suit an AAT qualified candidate looking to take the next step in their career, with opportunities to progress longer term within the team.

The successful candidate will also be well placed to offer support and mentoring for more junior members within the team if a management route is of longer term interest.

• Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process
• Suggest improvements on clients' records to the client manager to discuss at the meeting and to identify cross-selling opportunities
• Prepare and present financial statements on Iris AP
• Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT and BT
• Preparation of VAT Returns for clients using the correct software for that client
• Complete Company Secretarial duties using Iris
• Understand the deadlines for submission of accounts, tax returns and VAT returns and support the team to not miss any
• Liaise with Client Manager or Senior Manager for any taxation queries
• Gather personal tax return information for individuals
• Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email
• Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients
• Ensure that Iris client data is correct and up to date
• Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work
• Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines
• Complete weekly timesheet on Iris accurately prior to 12 noon the following Monday
• Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients

• AAT Qualified
• Strong analytical skills and attention to detail
• Previous experience working within an accountancy practice
• Commercial awareness and understanding of how tasks and activities impact the business and clients

• Flexible working options
• Highly competitive salary
• Study Support
• 25 days holiday + bank holidays