Role Description

The successful candidate will be responsible for assisting clients with accounting, income tax, VAT and full financial reporting, as well as identifying and pursuing new business opportunities to expand the client base. In time, as the business grows, the successful candidate will also be responsible for managing junior staff employed and reviewing their work.

Summary of duties:

• Financial consulting across a broad range of different clients operating in various industries;
• Full-spectrum accounting, VAT and income tax related queries from time to time;
• Preparation of monthly Management Accounts;
• Preparation of Annual Financial Statements;
• Preparation of Annual Audit files for submission to the clients’ auditors and where required, assisting clients with audit requests and submission of supporting documents etc;
• Preparation of budgets;
• Preparation of cashflow forecasts;  
• Assistance with reconciliations and ad hoc client queries from time to time;
• Training and upskilling of the bookkeepers in client entities (where required);
• First level review of Management Accounts and reports (where applicable);
• Marketing of the service offering to external parties including basic demonstrations of the software and output that is produced and meeting with potential clients etc.;
• Represent the business at industry events, seminars, and networking opportunities to generate leads;
• Identify and qualify potential clients through networking, referrals, industry events, and digital channels;
• Meet with potential clients to assess their accounting needs and present tailored service solutions;
• Prepare service proposals, quotations, and contracts; ensure legal and compliance accuracy;
• Work closely with accounting staff to understand service delivery capabilities and client onboarding processes;
• Stay informed about industry trends, competitor offerings, and pricing models;
• Maintain accurate sales records, track KPIs, and report to management;
• Act as a point of contact for client’s post-sale to ensure smooth onboarding and continued satisfaction.