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Business Support Trainee 

This is an opportunity to join a young and fast growing firm of accountants dealing with the accounting requirements for small businesses, as a Business Support Trainee. You will be the front-end liaison to clients and be responsible for the maintenance of an inherited client portfolio.  Each day will be different but main daily tasks will include: communication with clients, cross selling of additional products and services, and communicating with government bodies on behalf of the client.
Job overview:  
  • Ensure high service levels for your subset of clients.
  • Maintenance of PAYE data for each client company and ensure that all records are kept up to date and deadlines met for submission to HMRC.
  • Review of online accounts and reconciliation against bank entries alerting client to differences
  • Registration of (new) companies for PAYE/VAT/CT following appointment of Safe Business Services as their agent
  • Communication of VAT return advice regarding the submission to HMRC
  • Knowledge of the procedure regarding (draft) year-end accounts
  • Response to client queries and escalation to (qualified) accounting and tax staff as required.
  • Keep client information up to date and ensure that all clients’ data is accurately recorded on the database.
  • Cross-sell additional products and services as appropriate and ensure that you fully understand the product benefits and who should be targeted.
  • Drive referrals from existing to new clients
  • Drive clients to the on line accountancy portal and support their usage of the portal