Job Title

Location : Based in Waterlooville, Hampshire Contract type : Permanent Hours per week: Full time (36.50 hours) Salary: 13.40 14.75 per hour (DoE) Reporting to: Bookkeeping Manager Job Purpose: Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where: Theres no such thing as a silly question Time and talent are respected There are endless opportunities to learn and develop Alternative perspectives are welcome .....and (most importantly of all) nobody thinks theyre too big time to make a round of brews? If so, wed love to have a conversation with you about joining our thriving team. By combining our traditional values with modern thinking our team of Accounting, Bookkeeping and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with an ever- expanding caseload of clients, so now is a really exciting time to join our friendly team. Key Responsibilities: To use accounting technology to manage efficient data entry. To reconcile all ledgers e.g., bank, credit card, cash. To reconcile control accounts. To calculate and submit VAT returns. To calculate and submit CIS returns. To post journals e.g., PAYE, VAT, pension To maintain electronic filing of reports and records. To resolve and reconcile bookkeeping queries. To utilise internal recording systems and follow internal procedures to ensure work and data are recorded and completed to an exemplary standard. To provide excellent client care both on the phone and in person, delivering reports and updates. This will include answering incoming calls, greeting clients, and welcoming them into the office, offering them refreshments and showing them in and out of the building. To work effectively and efficiently as part of a close-knit bookkeeping team, providing support and cover. To participate in activities necessary to support the smooth running of the office environment. To carry out relevant CPD required by your professional body (if appropriate). General Duties: To attend training and development deemed necessary for the post in agreement with the line manager. To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of Heelan Associates. Working from home day based on experience and the ability to carry out the role independently. Timescale to be discussed. Person specification: Relevant experience Experience working in a fast-paced accountancy practice with a varied caseload of clients. Experience utilising Xero, Quickbooks, DEXT. Sound understanding and working knowledge of the double entry system. Skills Able to navigate Microsoft packages, specifically Word and Excel. Effective at time management with the ability to work to tight deadlines (both internally and externally) and deal with newly emerging priorities day-to-day without compromising attention to detail. To proactively seek out information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger to expand knowledge. Personal attributes Friendly and professional with the ability to communicate effectively at all levels, internally and externally and committed to providing exemplary customer care. A fun and outgoing attitude with a desire to support the growth of a thriving business, whilst enjoying professional growth at the same time. An advocate for continued professional development, constantly curious and hungry to learn but not afraid to ask for advice when needed and act upon feedback given. Takes pride in professional appearance and positively represents the brand. Shared values Our values represent who we are as a company, they guide our decisions, underpin our relationships and govern the way we conduct ourselves and our business. Relationships over numbers - The meaningful relationships we build with our clients are fundamental to the way we do business. It is not enough to perform a service for our clients, our principal aim remains to give them the best; our deep understanding of their individual needs and circumstances enables us to not just meet expectations but exceed them, time and time again. Learn together and often! - We share our knowledge and experience with colleagues and clients generously, this commitment to continuous learning and development is what keeps us at the top of our game, protects our credibility and sets us apart from our competitors. Respect Team, Time and Talents - We are a team in the true sense of the word, every person matters equally, and we leave our egos at the door. We ?rmly believe that everybody has something valid to contribute and every persons time and talents are precious regardless of hierarchy. Balanced and beautiful - We are committed to ensuring our client accounts, book-keeping and payroll are accurate and beautifully clean. This means the records represent the true state of the business, so owners can make well informed and con?dent decisions. Courageous and Curious - We understand that to grow we need to expose ourselves to experiences that fall outside of our comfort zones and undertake tasks that may seem dif?cult at ?rst. As a team we are continuously innovating, constantly looking for opportunities to improve what we do and always asking the question is there a better way? Flexibility: This job description is indicative of the range of current duties and responsibilities for the post, it is not comprehensive. It is inevitable that the duties will change to reflect organisational change and it is essential therefore that it is regarded with a degree of flexibility, so that changing needs and circumstances can be met. All changes will be discussed with the post holder. The job description for this post will be reviewed annually Please note: We reserve the right to close this vacancy early if a successful candidate is appointed before the advertised closing date of 20/12/2025. Benefits: Genuine flexibility, great work-life balance, plentiful opportunities to learn and develop specialist knowledge, formal and informal training, company pension scheme, enhanced holiday allowance, enhanced sick pay, employee assistance programme, regular employee socials and events, family friendly, onsite parking, great working environment REF-225 289 TPBN1_UKTJ