Client Accounting Project Officer
PermanentJob Overview
Who we are
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
We offer great benefits, including:
- a competitive salary
- full financial support and study leave for professional development
- health insurance for our people
- annual performance-based bonuses
The role
We’re looking for an enthusiastic client accountant who demonstrates our core values and wants to build a rewarding career delivering client service excellence.
This role is a permanent contract, and will be responsible for assisting with the development and leading the implementation of changes to accounting related working practices, including the development and implementation of new standardised templates and the increased automation of bookkeeping and financial statement preparation.
The responsibilities
You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:
- working with our dedicated transformation team on development of new bookkeeping and financial statement preparation working practices to promote business improvement and align with organisational goals
- assisting with testing of proposed new templates and automated processes, including the collation and analysis of feedback
- leading the implementation phase of new accounting-based policies and processes across the firm and ensure they are delivered on time and within scope, once testing is complete
- liaising directly with software and service providers to report and resolve issues and proposed enhancements
- acting as liaison between the transformation team and the client accounting team, guide the teams through change of processes to aid their understanding of new systems and technologies to help foster adaptability, bridging the knowledge gap between accountants and technology specialists
- providing regular updates on the progress of accounting projects to the Finance Director
- assisting in drafting proposals and reports to the Board of Directors
You
- very good technical knowledge and understanding to enable delivery of a range of activities within accounting
- familiarity and a basic understanding of SSRS reporting, Power BI reporting and automated workflow processes
- successful attainment of ACA/ACCA qualification (or equivalent) along with meeting your CPD requirements
- effective communication skills and the ability to converse with a range of people along with the ability to produce documentation of a slight to moderately complex nature with high accuracy and attention to detail
- ability to identify and resolve slight to moderately complex issues, with support and direction
- pro-active and self-sufficient to meet deadlines and objectives, with support and direction, as required
- ability to work to specified standards and service levels along with demonstrating a wider thought process around tasks, such as potential impact of actions and associated risk
- lead by example by evidencing a positive and committed approach