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Trainee Chartered Accountant

  • Ref: LCSH080920
  • Rochdale
  • Posted: 3 weeks ago
  • Salary Expectation: £22,000

Availability/Notice Period: 4 weeks


  • 2019 – AAT Qualified
  • GCSEs- including English, Maths and Science – (Grades A-C)

IT Systems

  • Excel including V Lookups & Pivots
  • Sage
  • Xero
  • BTC
  • Word

Career Summary

Current Employer – Accountancy Practice

Position – Trainee Accountant

Dates – August 2017 – present

  • Based in a Team of four and report to the two Directors
  • Manages her own Clients – works with a range Sole Traders, Bookkeeping Clients, VAT Clients and Ltd Accounts (this includes seeing Accounts through to completion)
  • Reconciles all expenses and accounts, including company credit cards, control, and expense accounts – showing a high attention to detail
  • Completes reports detailing financial data for Management and Shareholders
  • Works from mainly incomplete records
  • Responsible for processing annual, monthly, 4 weekly and weekly payrolls for a variety of businesses – also completes Payroll Journals and Reports
  • Reviews general ledger entries for accuracy and completeness
  • Communicates with Vendors and Clients to facilitate timely payments – builds and maintains solid working relationships with Stakeholders at all levels
  • Evaluates expense reports for accuracy and adherence to company policies
  • Completes quarterly and monthly MTD compliant VAT returns promptly and accurately – has experience using automated systems such as Autoentry and Hubdoc
  • Has prepared property accounts
  • Prepares Self-Assessment Tax Returns, Partnership Tax Returns and Corporation Tax Returns
  • Contacts Clients’ customers who have outstanding invoices to improve their Cashflow – has assisted one Client who had circa £30,000 in aged debt
  • Prepares quarterly forecasts
  • Experience of preparing monthly management accounts
  • Completes day to day office tasks, such as answering the telephone, monitoring emails, scanning, photocopying
  • Ensures she keeps up-to date with Money Laundering Regulations
  • Experience with processing furlough claims and deals with any Client issues due to the pandemic
  • Assisted with the preparation of charity accounts and independent inspections