Accounts Assistant - Streamline Search Ltd : Job Details

Accounts Assistant - Accountancy Practice

Our client is a well-established and forward-thinking accountancy practice with deep expertise in the medical sector, providing tailored support to a wide range of healthcare professionals - including hospital doctors, GPs, dentists, and private medical practitioners. Their team of experienced chartered accountants and support staff work closely with clients to deliver high-quality, proactive advice across tax planning and compliance, payroll, accounts preparation, trusts, and wider financial advisory coordination.

They are currently seeking a highly organised and proactive Accounts Assistant to join their collaborative team. This role offers a varied workload and the opportunity to support a small group of dedicated accountants (typically up to four), while developing strong client-facing skills and gaining broad experience within a busy and professional environment.

The ideal candidate will be a strong communicator with excellent organisational skills and attention to detail. They'll bring a proactive attitude, show initiative, and present themselves professionally in a client-facing environment. Flexibility and adaptability are key, as the role involves working across multiple teams and priorities.

Firstly, What's in it for you?

• Salary up to £32,000 PA (DOE)
• Generous annual leave entitlement
• Company pension scheme
• Critical illness cover and death in service benefit
• Optional private healthcare
• Hybrid working opportunities

Accounts Assistant - Accountancy Practice

Responsibilities

• Perform bank reconciliations accurately and on time
• Support new client onboarding and ensure all records are kept up to date
• Maintain and update client databases with relevant and timely information
• Liaise directly with clients and third parties, including HMRC and financial advisors
• Review and update client tax codes where appropriate
• File company confirmation statements
• Assist with the filing of company accounts and corporation tax returns
• Prepare and file personal tax returns
• Generate and issue client invoices under the guidance of the accountants
• Carry out general administrative duties, such as handling post, answering calls, and managing office supplies
• Take on a 'front of house' role - welcoming and assisting clients who visit the office

Accounts Assistant - Accountancy Practice

Requirements

• Previous experience in an accounts or finance support role
• Working knowledge of accounting software (e.g., Xero, Sage, QuickBooks)
• Basic understanding of accounting principles and financial processes
• Proficiency in Microsoft Excel and other Microsoft Office applications
• Strong numerical skills and attention to detail
• Excellent time management and organisational abilities
• Ability to handle sensitive information with confidentiality
• Comfortable communicating with clients and external stakeholders
• AAT Level 2 or 3 qualification

Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.