Trust Advisor / Accounts Senior, North West :

Ref.01106SA


Salary expectations: £16,000

Qualifications: AAT

Location: Liverpool, North West

Availability: 4 weeks

 

This AAT intermediate technician (due to qualify in June) is highly numerate, a good communicator with a strong track record of managing a large client base and consequently a high retention rate. This individual has over 8 years’ experience in Practice and has accumulated a sound knowledge of accounting procedures as well as strong business and financial administration skills. An excellent team member who thrives on supporting clients and colleagues on a daily basis this talented and driven young professional is seeking a career change into a vibrant and ambitious practice in the North West.

 


Responsibilities/ Achievements:

  • Full responsibility for bookkeeping, preparing accounts, month-end reporting and communication with accounts
  • Strong understanding of money markets, stocks and shares to support clients and to produce in-depth reports to senior accountants and clients
  • Excellent exposure and knowledge of personal and (trusts) tax for SME’s, sole traders, LLP’s and limited companies
  • Profit and loss and balance sheets understanding up to trial balance
  • Extensive financial reporting and budget forecasting experience
  • Strong understanding of Viztopia, Excel, Word and Trust Accounts
  • Good track record of internal promotions and ambition to enhance core skill set through training and development

For more information on this candidate please call Simon on 0113 388 4890 or click here