Senior Accounting Professional
7 days ago
We are seeking a seasoned accounting professional to excel in our bookkeeping team.
About the Role:- Bookkeeping Excellence: Assume responsibility for managing client portfolios, ensuring timely and accurate completion of all bookkeeping tasks every month. Coordinate with relevant authorities as necessary. Conduct thorough reviews and reconciliations of client accounts, efficiently identifying and resolving discrepancies. Prepare monthly financial reports, including profit and loss statements and balance sheets, comparing results to prior months and providing insightful commentary. Oversee year-end accounts preparation, guaranteeing accuracy, completeness, and compliance with relevant regulations. Demonstrate expertise in end-to-end payroll, ensuring accurate calculations, timely submissions, and full compliance with regulations.
- Client Support & Communication: Serve as the primary point of contact for daily bookkeeping inquiries from your client portfolio, providing professional and timely responses. Escalate complex client concerns to the Client Manager with well-documented context and recommended solutions.
- Process Enhancement & Documentation: Identify areas for workflow improvement and recommend practical enhancements to increase accuracy and efficiency to the Client Manager. Develop and maintain detailed documentation of bookkeeping processes to support scalability and team alignment. Record and track all work in practice management software, ensuring real-time visibility and reporting.
- Reporting & Insight: Provide regular updates to the Client Manager on client account performance and operational progress. Highlight recurring challenges or risks, offering strategic solutions to mitigate them.
- Team Champion: Act as the first point of contact for day-to-day bookkeeping challenges and queries within the team. Possess full proficiency in bookkeeping and accounts preparation software (including BrightPay, Xero, TaxCalc, Karbon, Dext). Offer guidance and ensure consistency in using required software, helping team members resolve issues effectively. Collaborate with the Client Manager to identify training needs and process gaps within the team. Support the Client Manager by facilitating a collaborative problem-solving environment within the bookkeeping team. Complex bookkeeping or client queries will be referred to and escalated to the Client Manager.
- Bookkeeping Accuracy & Timeliness: All bookkeeping tasks for your portfolio are completed on time and meet high standards of accuracy, with minimal errors or corrections required.
- Client Satisfaction: Positive feedback from clients and/or the Client Manager on the professionalism, responsiveness, and quality of your bookkeeping support.
- Team Leadership: The bookkeeping team consistently turns to you for guidance on day-to-day challenges, with fewer escalations to the Client Manager.
- Software Proficiency: Team members are confident in using required software due to your guidance, leading to smoother workflows and reduced bottlenecks.
- Effective Communication: Clear, actionable updates and insights are consistently provided to the Client Manager, enabling informed decision-making.
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