Reporting to the Practice Operations Administrator, you will support a wide range of business operations, covering practice administration, database maintenance, reception duties, and client service. You’ll be an integral part of the daily running of the practice and will gain valuable experience across multiple areas of an accountancy business.
This role is ideal for an individual with excellent communication skills, a proactive attitude, and a desire to learn and grow. As part of the TaxAssist Group, you’ll also benefit from access to the TaxAssist Training Academy and a structured development pathway within a national award-winning network.
Key Responsibilities:
Handle telephone calls, emails, and front-desk enquiries professionally and efficiently
Schedule appointments and assist in managing the office diary
Own and execute client onboarding and offboarding processes, ensuring timely completion of all steps, including documentation, system setup or closure, AML checks, and internal communications
Enter and maintain accurate, high-integrity data across client and practice systems, including CRM, workflow, banking, and bookkeeping systems, ensuring careful and secure, and GDPR-compliant handling of all personal and financial information
Maintain up-to-date and compliant client records across our digital platforms
Assist in document management processes, including scanning and digital filing
Develop a confident working knowledge of all systems within the practice software suite, ensuring accurate and efficient use across all tasks
Work with the Central Administration Team to support the practice teams with day-to-day office operations and monitor compliance with best practice processes as defined by the TaxAssist Practice Engine
Support credit control activities, including monitoring outstanding balances, sending payment reminders, and supporting the collection process in coordination with the Practice Operations Administrator
Assist with marketing activities, including seasonal campaigns and client communications
Conduct basic compliance tasks, such as anti-money laundering checks and due diligence processes
Provide administrative support on internal projects and operational initiatives, including process improvements, system updates, and change management activities
Assist with the preparation of weekly practice KPI reporting and data collation
Assist the Office Manager with day-to-day upkeep and presentation of the office/shop, ensuring the front-of-house environment is tidy, welcoming, and aligned with brand standards
Complete all mandatory TaxAssist Academy Practice Administration training modules
Any other duties, as directed by the Practice Operations Administrator, for which you are capable and qualified
Training:Expected Apprenticeship Duration: 14 months + 3 months EPA.
Level 3 Data Technician Apprenticeship
Blend of eLearning and classroom training with CompTIA and Microsoft training
Includes elements of business administration (Project management, stakeholders, communication and presentations)
Training Biweekly classes (length 3 hours) alternating between Data+ and Excel/Power BI (NB: Exams optional)
Training Outcome:After successfully achieving the Data Technician Level 3 qualification, you will be able to progress further within the company.Employer Description:At TaxAssist Accountants, we know that our people are key to the success of our company. We hire people who are talented, career driven and who embrace our values of delivering excellent client service through collaborative teamworkWorking Hours :Monday to Friday, 8.30am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Answering the phone and reading/sending emails to clients.
Meeting and greeting clients when they come into the office.
Providing refreshments to visitors, if required.
Organising meetings.
Minuting meetings.
Photocopying, scanning and filing.
Data entry, typing documents and raising invoices.
Ensuring that accounts are accurately monitored and recorded.
Client engagement.
Be able to work under your own initiative and have the ability and willingness to acquire job-related knowledge through self-development and by learning from others.
Providing excellent customer services to our clients, through incoming and outgoing calls, emails and face-to-face meetings.
Processing receipts, sales invoices and payments.
Maintaining financial records which accurately record the business’ incoming and outgoing finances.
Completing VAT return forms.
Ensuring that accounts are accurately monitored and recorded.
Dealing with a company’s payroll by processing wages and employee expense claims.
Using VT Software to complete end of year accounts, assistance with independent examination, PAYE, filling, charity registration, policies and governance, and other general duties needed as part of the work in a small practice.
Professional Development/Training
The Apprenticeship Training Programme forms part of your duties as well as helping with your personal and professional development; the requirements to complete the programme are as follows:
Attend and be punctual for all induction, work-based training/support sessions and AAT lessons.
Complete all required assignments, build up your portfolio of evidence, on-going.
Access support from your tutor/assessor, manager and other college staff and attend mentoring sessions
The above is not an exhaustive list of duties, and you will be expected to perform different tasks as necessitated by the organisation which is relevant to your post within the company to meet the overall business objectives. Training:What training will the apprentice take and what qualification will the apprentice get at the end?
Accounts Finance Assistant Standard Level 2:
The Accounts / Finance Assistant is responsible for assisting the team of accountants with junior accounting duties. These can vary massively depending on the team structure and size of business.
An Accounts / Finance Assistant’s work could include basic bookkeeping activities, working with sales and purchase ledgers, running calculations to ensure that records and payments are correct, recording of cash and data entry.
Accounts / Finance Assistants can work in almost any sector. Potential employers include corporate businesses, sole traders, partnerships, Public Sector, not-for-profit organisations and educational institutions. Accounts / Finance Assistants may work in-house for an organisation, or they might work for an accountancy firm, bookkeeping practice, Shared Service provider, self-employed or on behalf of several different clients.
Requirements:
All Accounts / Finance Assistants will demonstrate the following Knowledge, Skills and Behaviours
Knowledge:
Accounting Systems and Processes
General Business
Understanding your Organisation
Basic Accounting
Ethical Standards
Skills:
Attention to Detail
Communication
Uses Systems and Processes
Personal Effectiveness
Behaviour:
Personal Development
Team Work
Customer Focus
Professionalism
The AAT (Association of Accounting Technician) Certificate in Accounting Level 2 is as part of this apprenticeship standard.
You will attend Kirklees College, Waterfront Centre, one day per week. Training Outcome:
Level 3 Accounting qualification
Full time employment
Employer Description:Supporting Charities in their Governance, Accounting and Training needs. We are here to make sure your charity reflects the great work it does in their accountability and transparency, by providing support tailored to your charity’s needs. Most charities do a great job at what they do but need that little extra help. You can be rest assured that we are in the office taking care of your day to day accounting needs, it maybe ends of year accounts, independent examinations and audits, PAYE, pensions, tax, gift aid.Working Hours :Monday to Friday, 30 hours including study time - times to be agreed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Creative....Read more...
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at workAs an apprentice bookkeeping assistant you will work as part of a team assisting with clients’ accounting needs.
This position involves a number of different aspects including:
Bank Reconciliation
Reviewing Xero for debtor & Creditor Queries.
Liaisng with clients on Bookkeeping queries .
Working with management team to manage the bookkeeping workflow Providing bookkeeping servicesPreparation of VAT returnsFiling Companies House and HM Revenue & Customs documents on client's behalfData entry for the weekly and monthly client payrollsProcessing purchase ledger invoicesSupplier paymentsReconciling suppler statementsMaintaining supplier recordsSales invoicingGeneral admin, including a lot of ad-hoc duties, assisting the owners in both administration, finance and other duties, getting to really know the business, includingProviding occasional cover on the telephone supportAssignments will be undertaken both in the office and at the client's premises. Apprentices will have support and on-the-job training from managers and other senior staff.
Training:
You will undertake the “Assistant Accountant” Apprenticeship (an Advanced Apprenticeship in Accounting), with full support from Accountancy Learning as part of their Flexible Apprenticeship Programme
Assessment will be by an “End Point Assessment” and will be graded “Pass” or “Distinction”
This will include two elements:
A Professional Discussion:
This will include a series of questions allowing you to to display the knowledge and experience you have obtained over your apprenticeship
You will build a Portfolio of reflections and product evidence that will be used for discussion points in the PD
A Synoptic Exam:
This will include elements you have learnt throughout your studies of the individual AAT Units and this will contribute towards your end grade
You will be prepared for both of these elements by undertaking studies for the AAT (Level 3) Advanced Diploma in Accounting. These will underpin both elements of your “end point assessment”. As such, it is anticipated that your apprenticeship duration will be for 15-18 months although earlier completion is possible, provided the duration exceeds one year and a week
Those with no prior accounting knowledge may need to also complete the Bookkeeping units of AAT Level 2
You will receive support from both the employer, and the training provider, to complete and achieve your Apprenticeship and will be given time to study during the week on a day release basis
As you are working towards a professional qualification, it is also expected that you will continue your studies outside of normal office hours
As you learn more in both the office and in your studies your responsibilities, and the variety of tasks you undertake, are expected to increase
Those with previous relevant qualification and experience may be considered for a Higher Apprenticeship undertaking the Professional Accountant Standard
Training Outcome:
It is expected that you will stay with the company following successful completion of your apprenticeship to undertake further qualifications and increase your responsibility in the office
Employer Description:All businesses need to change, grow and constantly respond to the market around them” There are times when you can do this internally and times when it helps to have someone from the outside looking in to give you a broader perspective and an objective view. Accounting 4 Everything’s business services team can be that voice. Our advice is based on knowledge, experience and an understanding of the unique challenges facing owner-managed businesses. In addition to helping owners grow their enterprise, we will assist in the development, expansion and management of the business, also providing advice on personal financial issues.Working Hours :Monday - Friday (excluding bank holidays) 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Initiative,pro-active,quick learner,Experience of Xero Software....Read more...
