AAT Trainee

About the role

To work towards an AAT Qualification. Working within the accounting team effectively and to assist in keeping clients by delivering to them what is promised by the firm.

You will receive structured training and full financial and managerial support during your study.

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Skills & expertise

• Should be educated to minimum of GCSE’s/A Levels or equivalent
• Working towards AAT Foundation and or Intermediate Level

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Key responsibilities

• Prepare analysis of accounting data from clients books and records
• Ensure client database has the relevant documentation on the appropriate section
• Active adherence to budgets and timetables, bringing matters to the attention of the manager/partner, particularly when actual time is in excess of budget
• Ensure compliance with internal and external requirements
• Identify and understand clients needs, including sometimes providing initial solutions to client challenges, then communicating these needs to the manager/partner
• Build strong relationships with new and established clients
• Achieving annual chargeable hours targets
• Adhering to internal admin, including billing clients and debt collection where required

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The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by both your changing role and the overall business objectives of the Firm.

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About the candidate

You will need an aptitude for analytical thinking and good attention to detail. Excellent communication and interpersonal skills and the ability to work well as part of a team or on your own are all qualities needed to succeed in this role.

You must be conversant with computer packages and you will have a willingness to learn new tasks, be organised, reliable and pay excellent attention to detail.

You have good time management skills and the ability to meet tight deadlines and budgets. You are able to prepare and present information through liaising with other team members and have the understanding and appreciation of other people’s and the organisations targets.

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Future prospects

On satisfactory completion of your AAT training, you can continue training for your ACA/ACCA Qualification.

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