UK Accountant (Lead Bookkeeper)

Job Title: UK Accountant (Lead Bookkeeper)

Location: Remote

Employment Type: Full-time

Job Summary

We are seeking a highly skilled and proactive UK Accountant (Lead Bookkeeper) to join our team. The ideal candidate will have 3-5 years of UK accounting and bookkeeping experience, with expertise in Xero and Excel. The role involves managing the end-to-end accounting and bookkeeping for approximately 25 unique clients monthly, demonstrating leadership, client management skills, and a proactive approach. Experience in an accounting or bookkeeping firm, Xero certification, and CPA qualifications are strong advantages.

Key Responsibilities

  1. End-to-End Accounting and Bookkeeping:
    • Handle all aspects of bookkeeping and accounting for clients, including:
      • Recording financial transactions.
      • Managing accounts payable and receivable.
      • Performing bank reconciliations.
      • Preparing VAT returns and submitting them in compliance with HMRC requirements.
    • Ensure accurate and timely financial reporting.
  2. Client Management:
    • Act as the primary point of contact for approximately 25 unique clients each month.
    • Build and maintain strong relationships, addressing queries and providing expert advice.
    • Proactively communicate with clients to gather necessary documents and ensure deadlines are met.
  3. Software Expertise:
    • Leverage advanced knowledge of Xero and Excel to optimize accounting workflows.
    • Assist clients in understanding and utilizing Xero for their financial management.
    • Troubleshoot and resolve Xero-related issues.
  4. Team Leadership and Development:
    • Demonstrate leadership by mentoring junior team members (if applicable).
    • Collaborate with internal and external stakeholders to drive process improvements and ensure high-quality service delivery.
  5. Compliance and Standards:
    • Ensure all client accounts are in compliance with UK accounting regulations and standards.
    • Maintain up-to-date knowledge of UK tax laws and accounting practices.
  6. Continuous Improvement:
    • Identify opportunities to improve accounting and bookkeeping processes.
    • Stay current with industry trends and tools to provide innovative solutions to clients.

Qualifications and Skills

  • Experience:
    • 3-5 years of UK accounting and bookkeeping experience.
    • Previous experience working in an accounting or bookkeeping firm.
  • Technical Skills:
    • Expert-level proficiency in Xero (Xero certification is a plus).
    • Advanced knowledge of Microsoft Excel (pivot tables, VLOOKUPs, macros, etc.).
    • Familiarity with UK GAAP and HMRC regulations.
  • Certifications:
    • CPA qualification is a strong advantage.
  • Soft Skills:
    • Exceptional organizational and time management skills.
    • Strong leadership qualities with the ability to manage multiple clients and deadlines effectively.
    • Excellent verbal and written communication skills.
    • Proactive and eager to take initiative in client management and problem-solving.