Insite Group
Senior Account Associate
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Accounts Senior Associate
ACA/ACCA/AAT qualified role managing a broad portfolio: partnerships, trusts, sole traders and companies across landed estates, agriculture, manufacturing, property development/rental, and consultancy. Good next step for someone wanting to build advisory, client management, and supervisory experience.
Responsibilities
- Prepare year-end financial statements
- Own ad-hoc advisory projects
- Review junior team members' work
- Support managers on a large portfolio of accounts/bookkeeping clients
- Handle client VAT/bookkeeping queries, incl. system setup support
- Train and support junior staff
- Work planning, timetabling, billing
- Build and maintain client relationships
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Requires experience with accounts production software (CCH or equivalent).
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Team/Office
Bristol-based Accounts and Trust team
Requirements
- ACA/ACCA/AAT qualified, some practice experience
- Strong Excel/Word
- Familiarity with Xero, QuickBooks, Sage (CCH AP a plus)
- Self-motivated, proactive, good communicator
- Comfortable juggling multiple jobs under pressure
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