Key Achievements:

Assisted in client accounting and audit tasks, improving accuracy and efficiency by 20%.

Supported reconciliations and reporting, helping recover £10,000 / $12,000 in client balances.

Streamlined basic accounting processes, saving the team 5–10 hours per month.

Gained exposure to multiple client accounts, enhancing technical knowledge and practical experience.

Contributed to timely completion of month-end and audit deadlines, improving client satisfaction.

Duties & Responsibilities:

Support the preparation and maintenance of client ledgers and accounting records.

Assist in reconciling client accounts, identifying and resolving discrepancies.

Prepare and review basic financial statements and trial balances under supervision.

Support audits and statutory reporting requirements for client accounts.

Assist in the preparation of VAT, payroll, and other statutory submissions.

Maintain accurate supporting schedules and documentation for compliance and audit purposes.

Prepare client invoices, process payments, and monitor outstanding balances.

Assist senior accountants with management accounts and client reporting.

Contribute to continuous process improvements within client accounting procedures.

Ensure compliance with professional standards, regulatory requirements, and internal policies.

Respond to client queries in a timely and professional manner under guidance.

Collaborate with other teams, including audit, tax, and advisory, to deliver comprehensive client service.

Participate in month-end and year-end closing activities for clients.

Maintain accurate documentation and records for all client financial transactions.

Assist with reconciliations of suspense accounts and investigation of unidentified payments.

Support junior staff where appropriate and contribute to team development.

Participate in continuous professional development (CPD) and technical training.

Prepare basic financial reports and summaries for senior staff and clients.

Ensure confidentiality and security of all client financial information.

Contribute to ad-hoc projects and special tasks as assigned by senior accountants or partners.