Cloud Accounting Specialist

Job Type: Permanent Location: Bournemouth, Bristol, Dublin, Edinburgh, Harrogate, High Wycombe, Inverness, London, Manchester, Peterborough

Saffery Champness are looking for a Cloud Accounting Specialist to join our Cloud Accounting Team. This position is full-time on a permanent basis.

Location

This position can be based in any of our UK offices with flexibility on working from home as part of our Agile Working Policy.

The role

The candidate would be working within a newly created Cloud Accounting team and would play a key role in assisting the Cloud Accounting Senior Manager to implement the firm’s strategy for this important part of our business.

The candidate would be responsible for working with clients who wish to modernise their accounting systems, by upgrading to a cloud system, or enhancing what they already have in place.
The candidate would also be involved in the firm’s Making Tax Digital for Income Tax and Self-Assessment (MTD ITSA) project, working with clients affected by the imminent changes to reporting under MTD ITSA, and onboarding those clients onto Xero to bring their records into a digital format. The role would include (but is not limited to) the following, within agreed deadlines:

  • Onboarding clients onto cloud systems and ensuring that data has transitioned accurately
  • Providing advice to clients regarding how to make the most of working in the cloud
  • Providing training to clients on cloud products
  • Providing training to internal teams regarding cloud products with an emphasis on how these can help clients
  • Conducting research into new cloud products and testing these with a view to adding to the firm’s app stack
  • With regards to the MTD ITSA project:
  • Working with tax team members to identify the clients affected by MTD ITSA and scope the work required, including building an understanding of the client
  • Contacting affected clients and assisting them with the onboarding process, such as setting up Xero bank feeds, creation of bank rules and tracking categories
  • Providing training to clients where they wish to maintain their own Xero records
  • Identifying opportunities for the firm to assist clients who do not wish to maintain their own Xero records and referring to the relevant team
  • Tracking progress of the clients on their digital journey and providing ad hoc training and advice as required

The team

This role will be part of a small team with plans to grow. You will have the support of a Senior Manager and Director based in our London Head Office.

You

The candidate will have strong numeracy and accuracy skills, along with the ability to learn quickly. A good knowledge of Excel would be preferable, and knowledge of Xero is essential. Understanding of other accounting systems, including cloud-based systems such as Hubdoc and Dext Prepare, would be helpful, but is not an essential requirement.

The ideal candidate should be hard working, show initiative and be self-motivated, with the ability to organise their own workload. They will display a flexible, professional approach and have the confidence and ability to communicate effectively with managers, partners and clients. The candidate will also be a natural team player with a positive and enthusiastic attitude and excellent eye for detail.

Salary/benefits

  • 35-hour working week with flexibility around the core hours of 10am-4pm
  • Paid overtime or time off in lieu (pre-approved and only where required).
  • Working from home allowance of £25 a month.
  • Eligibility for the firm’s Profit-Sharing Plan that runs from October to September each year. The scheme enables staff to share in the profits of the firm. Payment is usually c£1,000 for the full year. Paid in December.
  • Salary reviews annually in October.
  • Twenty days annual leave with an additional day added after each years’ service. On 1 January, after 1 year’s service, the entitlement will be increased by 7 hours and thereafter by a further 7 hours on 1 January following completion of 2, 3, 4 and 5 years’ service, giving a maximum of 175 hours after 5 years’ service.
  • In addition, under the flexible benefits programme, employees are entitled to buy or sell up to five days (35 hours) holiday a year, subject to staff partner approval.
  • Six-month probationary period.
  • Life assurance cover of four times salary,
  • Private Medical – Staff have access to a private medical scheme through the flexible benefits programme.
  • Contributory pension scheme (The firm will contribute 4% of salary on a matched basis with employee from their date of joining)
  • Access to several additional benefits with preferential rates under the flexible benefit programme, health cash plans, health screening/GP support, critical illness cover, dental and travel insurance, Techscheme, Cyclescheme, Gymflex and a Workplace ISA.
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