Accounts Assistant

Are you an experienced bookkeeper who knows your way around Self Assessments?

Do you work confidently in Xero, QuickBooks, or FreeAgent?

Ready to join a friendly firm where your accuracy and client care really matter?

We are looking for an experienced Accounts Assistant to join this client-focused accountancy practice based in Medway. You will be the go-to person for a portfolio of sole traders, landlords, and individuals. Supporting everything from day-to-day bookkeeping to Self Assessment returns, year-end accounts, and even cash flow reporting.

If you enjoy combining accounting accuracy with human empathy and want a role where your support genuinely helps people. This is the one for you.

What’s on offer

• £25,000 -£28,000 depending on experience
• 8:00am- 4:00pm working hours
• Hybrid working: Office in Walderslade (Medway) with flexibility - After Probation
• Free Parking
• CPD and software training provided
• Study support for AAT or similar (if agreed)
• Friendly, forward-thinking team who genuinely look after their clients

What you will be doing:-

Bookkeeping & Payments

• Day-to-day bookkeeping using Xero, QuickBooks, FreeAgent, or VT
• Uploading bank feeds and reconciling transactions regularly
• Preparing client payment batches and supporting supplier payment runs
• Managing accounts payable and receivable; producing aged debt/creditor reports

Tax Compliance & Returns

• Preparing and filing:
  
  • Self Assessment Tax Returns (sole traders and individuals)
  • Capital Gains Tax Returns (UK residential property only)
  • Sole Trader Year-End Accounts
• Submitting Companies House Confirmation Statements
• Assisting with limited company accounts data prep

Client Reporting & Forecasting

• Creating tailored reports on cash flow, performance, and transaction summaries
• Supporting budgeting, breakeven, and forecast templates
• Updating KPI dashboards (training provided)

Process Improvements

• Spotting ways to improve efficiency using tools like Dext, AutoEntry, or bank rules
• Supporting internal systems/process reviews to speed up delivery

Client Support

• Responding promptly and professionally to client calls and queries
• Guiding new clients through onboarding and software setup
• Following up for missing records or documents

What we are looking for

AAT Level 2+ (ideally Level 3 or working towards)

At least 2 years’ experience in a practice or multi-client bookkeeping environment

Strong working knowledge of Xero, QuickBooks, FreeAgent, or similar cloud tools

Confident preparing and submitting Self Assessments and Sole Trader Accounts

Comfortable working with sole trader and limited company records

Strong Excel or Google Sheets skills

Friendly, empathetic communicator, especially over the phone

It’s a bonus if you have:

Experience submitting Capital Gains Tax via the UK Property Reporting Service

Familiarity with automation tools like Dext, AutoEntry, or KPI dashboards