Cloud Accounting Assistant

The role

We are seeking an Assistant to work in our Cloud Accounting team. The work is varied and ranges from assisting with requests to our Xero and Quick Books mailbox through to assisting with projects such as migrations to Xero.

This role would suit someone who has completed AAT (Level 2, 3 and/or
4) with little to no relevant professional experience. You will be responsible for working on a variety of clients’ affairs and be an integral part of this exciting, growing area of the business.

• Overseeing our Dext and Xero accounts including adding new companies and updating user rights.
• Preparing the workings for disbursing software costs to clients.
• Overseeing the internal mailboxes and responding to internal queries with the assistance of the Cloud team senior.
• Assisting with project work including the migration of accounting data onto cloud software.
• Researching 3rd party accounting software to build Saffery’s knowledge and assist colleagues with advising their clients.
• Attending key software events with the Cloud team.

At Saffery, we specialise in cloud accounting services and digital solutions. Our specialist team will work with our clients to understand what is most important to their business. We help them to deliver a tailored cloud-based solution that provides the efficiencies and services they need. Our cloud accounting services team regularly review the fast-moving cloud market to ensure that we’re up to date with the latest technologies.

The candidate would be working within a warm close-knit team, alongside managers who would oversee and delegate tasks and supervise.

This role reports to the Cloud Accounting Senior Manager.

• AAT studier or AAT qualified
• Strong numeracy and accuracy skills, along with the ability to learn quickly.
• A good knowledge of Excel and Xero is preferable but not essential.
• Understanding of other accounting systems, including cloud-based systems such as Dext Prepare, Sage and Quick Books Online would be helpful, but is not an essential requirement.
• Hard working, show initiative and be self-motivated, with the ability to organise their own workload.
• Have the confidence and ability to communicate effectively with managers, partners and clients.
• A natural team player with a positive and enthusiastic attitude and excellent eye for detail.

• A 35 hour working week with a hybrid working policy with the flexibility to work from home for up to three days per week (our core hours are 10-4)
• Excellent benefits including contributory pension scheme, 25 days annual leave, Life Assurance cover and great flexible benefits and family friendly policies
• Eligibility for the firm’s Profit-Sharing Plan. Paid in December.

Saffery LLP is an adviser to individuals and businesses across a range of sectors, providing market-leading accountancy, audit, business advisory, tax and VAT services. Founded in 1855, we are the UK’s 15th largest accountancy firm.

When you work with us at Saffery, you work with people who know your name, not just a job title. We’re a place shaped by friendly, intelligent people who are individually excellent and collectively exceptional. We’re committed to our clients, but also to our greatest asset – our people.

As a proud member of Nexia, a leading, international network of independent accounting and consulting firms, we’ve got access to local insight on a global scale.

Equality, diversity and inclusion is a top priority for us. With our ED&I strategy, Everyone Belongs, we are building on our positive work culture and implementing initiatives to improve diversity and strengthen our equitable culture of inclusion, led from the top.

We hope you will apply to us, whatever your background, ethnicity, gender, age, sexuality, disability or neurodivergence, because individual differences equal collective strength. Built on values of excellence, integrity, enthusiasm and collegiality, Saffery is where Potential meets Personal.