Accounts and Tax Assistant

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Job description

Are you an experienced accounts assistant with a passion for delivering excellent client service? Do you have experience with bookkeeping or working in an accountancy practice? Are you accurate, organised and keen to join a business with a real family feel?

We are thrilled to be supporting a well-established and evolving business based in Stratford-upon-Avon. Through organic growth they have built a strong team and pride themselves on their exceptional client services. They are now seeking a dedicated Accounts and Tax Assistant to join their team. If you are looking for a role that offers diversity, autonomy, and the opportunity to work with a variety of clients, this could be the perfect opportunity for you!

This role comes with an annual salary of up to 35,000.00.

Key Responsibilities:

• Analysing income and expenditure and creating annual accounts, ensuring accuracy and attention to detail.
• Preparing personal, estate and other tax returns accurately and efficiently.
• Acting as the primary point of contact for clients regarding their financial and tax affairs, providing guidance, and answering any queries promptly.
• Preparing detailed and accurate financial reports for clients.
• Assisting with client and internal compliance work to ensure adherence to legal and regulatory standards.
• Maintaining up-to-date client records and databases to support seamless client management.

Candidate Experience, Skills and Attributes:

• Minimum two years' experience in accounts assistant or similar role, a background in accountancy practice or is desirable.
• Previous experience in personal tax return production and submission is essential.
• AAT qualified or studying toward completion.
• Excellent verbal and written communication skills to liaise effectively with clients and colleagues.
• Ability to work independently, manage your own workload, and meet deadlines, while also being an effective team player.
• Strong analytical skills with a proactive approach to problem-solving.
• Proficient in IT, particularly Excel, with the ability to quickly learn and adapt to new accounting software.
• As the role involves regular client contact, strong interpersonal skills and a client-focused approach are essential.

Benefits Include:

• Annual salary up to 35,000.00.
• Annual bonus.
• Study support.
• Hybrid working - full time in office is preferable but 1 to 2 days working from home per week can be accommodated dependant on previous experience.
• Free parking.

If you are dedicated to providing outstanding accounting services to clients and make a real impact in a team, apply today!

At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.

By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.

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