Bookkeeping and Administrative Assistant ( Remote)

The Sales Centre Co.; Woodley; Remote; GBP 40,000 - 60,000

Job description

Salary: $800

Bookkeeper & Administrative Assistant

We’re looking for a detail-oriented Bookkeeper & Administrative Assistant to manage bookkeeping for a small client portfolio, assist with VAT returns, and support firm administration. This role includes client onboarding, compliance checks, and preparation for Making Tax Digital for Income Tax (MTD-ITSA). If you're organized, efficient, and eager to grow, we’d love to hear from you!

Proficiencies

• Xero and QuickBooks
• MS Excel
• MS Outlook
• Microsoft 365
• Fundamental knowledge of bookkeeping
• Knowledge of UK VAT
• Ability to communicate concisely, verbally and in writing, in English
• Strong time management skills, with the ability to prioritize urgent tasks efficiently
• Ability to learn new skills, maintain knowledge, and acquire new information—essential for keeping up with changes to taxation regulations (with provided external and in-house training)

Bookkeeping Responsibilities:

• Weekly bookkeeping for a small portfolio of clients involving entering purchase and sales invoices into Xero, performing bank reconciliations, and month-end debtor/creditor checks.
• Posting of journal entries.
• Assisting Partners with bookkeeping for preparation of accounts.
• Preparation of VAT returns for Partner review.

Administrative Tasks for the Firm:

• Completing Client Onboarding procedures and recording those procedures on BrightManager.
• Preparation of Letters of Engagements (LoE).
• Checking Client Anti-Money Laundering documentation is up to date and carrying out AML checks (training will be given for this process).
• Registering clients for Self-Assessment, VAT, PAYE, Capital Gains (digital authorisations), and Trust Registration (training will be given for this process).
• Checking client authorisations exist, preparing and sending 64-8 forms where missing, completing digital authorisations (training will be given for this process).
• Filing documents such as registration forms, 64-8 forms, authorisation confirmations, signed LoE, forms completed.
• Other administrative tasks requested by the Partners from time to time.

Making Tax Digital for Income Tax (MTD-ITSA):

• Preparing a list of clients affected in the build-up to this date (6th April 2025).
• Supporting clients with registration for MTD-ITSA.
• Preparation and submission of quarterly filings for MTD for ITSA.