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Careers

Careers at Optionis  

Optionis is a great place to work. Our philosophy is “look after our people and they’ll look after our clients” – that way everyone wins.

At Optionis, we believe in providing all the right tools for our staff to succeed, from a great working environment to a structured career path. We also reward our team of experts by paying them competitive salaries and providing a range of company benefits including;
  • Up to 28 days holiday (plus bank holidays)
  • Private healthcare
  • Childcare vouchers
  • Free car parking
  • Fresh fruit every day
  • Lunch on us, once a month
  • Training
  • Study leave for professional qualifications
  • Paid time off for volunteer work
  • Contributory Pension
If you have the professionalism and determination to succeed, then please check out our current vacancies below. If there’s currently nothing available then don’t worry, check back in the near future as we’re always on the lookout for the best possible staff.

Your privacy is important to us. If you apply for any of the roles below, please read our recruitment privacy policy here to see how we use your personal data in the recruitment process.

See our vacancies below

 
Job Title
IR35 Advisor, Optionis – Warrington (Ref: R329)
Role: IR35 Advisor         

Brand: Optionis

Location: Warrington

Salary: Up to £22,000

Job Reference: R329    

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an IR35 Advisor to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As an IR35 Advisor, you will primarily be responsible for providing a timely and accurate provision of professional and effective IR35 advice to clients in line with business requirements. So, if you have previous experience as an Administrator and experience in a finance or accounting environment, then we want to hear from you.

The key responsibilities for the role will include, but are not limited to:

  • Complete IR35 reviews of contracts and working practices to provide appropriate and commercial advice for clients
  • Administration duties dealing with email communications, telephone calls and other elements of day-to-day administration to ensure an efficient turnaround in line with the company’s service charter (SLA of five-day turnaround) and commitment to clients
  • Preparing and completing Compliance Questionnaires for agencies in order to assist our sister company Parasol Limited
  • Respond quickly and efficiently to telephone, email and post enquiries from clients and their parties, including HMRC and Companies House
  • Process new company incorporations within agreed timescales and ensure all relevant documentation is acquired from Companies House
  • Maintain clients’ statutory books (records), updating changes throughout the year (i.e. contact details, name changes, added/removed directors or shareholders, registered office, company name, accounting date)
  • File confirmation statements and ensure legal timescales are met for clients with these
  • Ensure all correspondence is immediately recorded, processed and communicated to clients, third parties and regulatory bodies
  • Ensure clients adhere to Anti-Money Laundering requirements
  • Assist clients with regards to statutory requirements and corporate governance of limited companies and limited partnerships
  • To communicate with clients in a professional and compliant manner
  • To welcome feedback provided as part of the quality assessment framework and demonstrate improvement in performance
  • To achieve individual and departmental performance targets
  • To adapt positively to change and meet the changing requirements of the work environment
  • Prepare and contribute towards regular performance development reviews, highlighting potential development requirements and training needs
  • To maintain a strict level of client confidentiality at all times
Person Specification

Essential  

  • Previous experience in a fast-paced administration environment
  • Ability to communicate clearly
  • Strong customer focus
  • Ability to be innovative and use own initiative
  • Personal workload organisation and time management skills
  • Ability to encourage and motivate others
  • Ability to work as part of a team with active and valuable contribution
  • An understanding of and adherence to all confidentiality aspects required
  • Excellent computer and keyboard skills with experience of using Microsoft Office applications
  • Ability to work flexibly to meet the demands of the business including shift rotations and weekend work

Desirable

  • Knowledge of the Umbrella/Accounting Finance Industry
  • Knowledge of IR35
How to Apply

To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Job Title
Accounts Assistant, Optionis Group – Warrington (Ref: V575)
Role: Accounts Assistant

Brand: Optionis

Location: Warrington

Salary: £14,391

Job Reference: V575

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an Accounts Assistant to join our growing team in our SME Business division.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As an Accounts Assistant, you will be aligned to ClearSky Business, who are one of the Top 100 firms of Accountants in the UK. You will primarily be responsible for supporting Accountants in providing a high-quality service for our clients. So, if you have an understanding of practice accountancy and excellent customer service attributes, then we want to hear from you.

The key responsibilities for the role will include, but are not limited to:

• Assisting in the production of Company Accounts/ Personal tax returns

• Complete Book-Keeping for clients where appropriate

• Complete VAT calculations for clients

• Complete Bank Reconciliations

• Complete Account Submissions for clients on behalf of Accountants

• CIS Monthly submissions to HMRC

• Support the team to continuously deliver the agreed level of service

• Online submission of documents to Companies House and HMRC

• To undertake any other duties as requested by your line manager within the scope of the role or for your own personal development

Person Specification

Essential

• Experience of completing Book-Keeping tasks

• Experience of completing VAT calculations

• Currently studying for a professional accountancy qualification (AAT/ ACCA)

• Excellent communication and relationship building skills

Desirable

• Experience of working in a Practice

• An understanding of SMEs

How to Apply

To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Job Title
Graduate Accountant, SJD Accountancy – Edinburgh *Ref: V574)
Role: Graduate Accountant     

Brand: SJD Accountancy

Location: Edinburgh

Salary: £14,000 – £16,500

Job Reference: V574

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an ambitious graduate to join our growing team in Edinburgh.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As a Graduate Accountant, you will be aligned with SJD Accountancy, who are the UK’s largest specialist provider of fixed fee, limited company accountancy services to contractors and freelancers. You’ll primarily be responsible for providing administrative support to a team of Accountants in order to deliver a proficient service to a portfolio of clients.

You will build a strong relationship with the accountants and develop your skills and knowledge of accountancy. So, if you have a desire to build a career in accounting, then we want to hear from you.

The key responsibilities for the role will include, but are not limited to:

  • Generation and completion of paperwork for new clients
  • General administration including post, filing, and scanning
  • Answering incoming phone calls
  • Ad hoc client contact by phone, email, and post
  • Updating and maintaining in-house databases and systems
  • Assisting clients with the completion of Companies House Annual Returns
  • Ensure the company guarantee policy is adhered to
  • Review paperwork/forms and take appropriate action
  • Online submission of documents to Companies House and HMRC
  • Logging, recording, and reminding for company year-ends, Personal Tax and P11d’s
  • Review of bookkeeping records and the completion of VAT Returns
  • Generating payroll records and meeting RTI obligations; including end of year submissions
  • Completion and submission of forms P11d in accordance with clients completed questionnaire
  • Generating forms P60 at the end of each tax year
  • Liaising with HMRC on behalf of clients
  • Support the team to continuously deliver the agreed level of service
  • To undertake any other duties as requested by your line manager within the scope of the role or for your own personal development
Person Specification

Essential

  • Holds a relevant degree or comparable commercial experience
  • Excellent verbal and written communication skills
  • Accuracy & attention to detail
  • Good organisational skills
  • Competent in the use of Microsoft Office
  • Enthusiastic team player
  • Positive and professional attitude

How to Apply

To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Job Title
Trainee Accountant, SJD Accountancy – Newcastle (Ref: V573)
Role: Trainee Accountant

Brand:  SJD Accountancy

Location: Newcastle

Salary: £17,000 – £19,000

Job Reference: V573

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Trainee Accountant to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As a Trainee Accountant, you will be aligned to SJD Accountancy, who are the UK’s largest specialist provider of fixed fee, limited company accountancy services to contractors and freelancers. You’ll primarily be responsible for managing a portfolio of clients effectively and efficiently, ensuring that the service we provide achieves the company and client expectations.

This position will allow you to develop your knowledge of accountancy and tax issues, whilst building upon your qualifications and experience.

The key responsibilities for the role will include, but are not limited to:

  • The completion of year-end accounts, CT600, and Corporation Tax computations
  • Co-ordination and management of VAT, and administration duties
  • Completion and submission of forms P11d in accordance with clients completed questionnaire
  • Review of bookkeeping records and the completion of VAT Returns
  • Meet statutory deadlines for VAT, Payroll, Statutory Accounts, and Company Tax Returns
  • Liaising with HMRC on behalf of clients
  • Taking on and managing new clients
  • Growing the business through referrals
  • Offer bespoke accountancy, taxation and tax planning advice
  • Advise clients in relation to IR35 and the associated implications of this legislation
  • Respond to client enquiries in line with the company promise
  • General administration including post, filing, and scanning
  • Assisting clients with the completion of Companies House Confirmation Statements
  • Online submission of documents to Companies House and HMRC
  • Manage the client relationship whilst building a strong rapport and developing client loyalty
  • Support the team to continuously deliver the agreed level of service
  • To undertake any other duties as requested by your line manager within the scope of the role
Person Specification

Essential

  • Reliable with a strong work ethic
  • Ability to work to agreed deadlines when under pressure
  • Excellent verbal and written communication skills
  • Accuracy and attention to detail
  • Good time management and organisation skills
  • First class customer service skills
  • Empathetic to client’s requirements
  • Ability to build strong working relationships both internally and externally
  • Competent in the use of Excel, Word, and E-mail

Desirable

  • Ideally completed AAT Level 2 or hold some experience in an accountancy practice

How to Apply

To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Job Title
Finance Manager – Planning & Analysis, Optionis Group – Hemel Hempstead (V571)
 Role: Finance Manager – Planning & Analysis

Brand: Optionis

Location: Hemel Hempstead

Salary: £70,000 – £75,000

Job Reference: V571

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Finance Manager, with experience of running forecasting and budgeting processes, to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As a Finance Manager, you will primarily be responsible for producing the revenue report, and all revenue aspects within the monthly management accounts, to a very high standard within agreed timeframes for reporting to key stakeholders.

The key responsibilities for the role will include, but are not limited to:

  • Responsible for monthly revenue report and related KPIs (eg. ARPU and volumes)
  • Assist with the production of the consolidated Optionis Limited monthly management accounts (P&L, BS, CFS, KPIs) and its subsidiaries, as well as future acquisitions focussing on the revenue aspects
  • Reviewing new commercial arrangements and business cases (incl. capex)
  • Lead preparation of annual budget and quarterly reforecasts for the Optionis group.  Prepare underlying forecast schedules for key revenue and run monthly uploads to GIDE
  • Analyse and comment on actual variances against budget and forecast
  • Business partner for sales (Limited Company) and marketing
Person Specification

Essential

  • Extensive accountancy experience, which will include demonstrable experience of forecasting/ budgeting
  • Ideally ACA, CA, CIMA or ACCA qualified
  • Able to produce accurate, robust and reliable information which is consistent across the business
  • Strong Microsoft Excel skills
  • Excellent mathematical, written and verbal communication skills
  • Excellent time and project management skills
How to Apply

To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Job Title
Assistant Accountant, Nixon Williams – Blackpool (V570)
Role: Assistant Accountant      

Brand: Nixon Williams

Location:  Blackpool

Salary: £18,000

Job Reference:  V570

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an Assistant Accountant to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As an Assistant Accountant, you will be aligned to Nixon Williams who are a specialist provider of accountancy services to contractors, freelancers, consultants and interim professionals. So, if you have a finance-related degree and a desire to build a career as an accountant, then we want to hear from you.

The key responsibilities for the role will include, but are not limited to:   
  • Providing advice and guidance to clients on Tax and VAT issues
  • Managing a personal client base
  • Meeting clients and building up a rapport with them
  • Supporting the team to continuously deliver the agreed level of service
  • Ensuring the company guarantee policy is adhered to
  • To undertake any other duties as requested by your line manager within the scope of the role or for your own personal development
Person Specification    Essential  
  • Will ideally have a finance-related degree or equivalent commercial experience
  • Will ideally have an understanding of Accountancy practices and the challenges they can face
  • Excellent verbal and written communication skills
  • Accuracy and attention to detail
  • Good time management and organisation skills
  • Competent in the use of Excel, Word, and email
  • Ability to build strong working relationships both internally and externally
Desirable
  • Detailed knowledge of HMRC guidelines
  • Knowledge of Digital software packages
  • Knowledge of Sage Payroll
  • Ideally qualified AAT/ATT L2/QBE or the equivalent Accountancy qualification
How to Apply To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.  
Job Title
Team Leader – Accounts Production, ClearSky – Warrington (Ref: R327)
Role: Team Leader – Accounts Production

Brand: ClearSky Contractor Accounting

Location: Warrington

Salary: £22,000 - £25,000

Job Reference: R327

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Team Leader to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As a Team Leader, you will be aligned to ClearSky Contractor Accounting who are the market-leading contractor accounting specialists. You’ll primarily be responsible for providing hands-on support and mentoring to an Accounts Production team containing ambitious and enthusiastic apprentices.

  The key responsibilities for the role will include, but are not limited to:

  • Maintain standards within the team through the development of skills, knowledge and performance
  • Support the team to deliver and achieve quality accounting services
  • Ensure service delivery meets business, legislative and industry requirements
  • Provide support to and be an escalation point for the team as appropriate
  • Provide leadership and support through carrying out the daily team tasks
  • Assist with maintaining the team’s performance in line with business policies and key performance indicators
  • Maintain own knowledge of legislative and industry requirements and that of the team
  • Encourage good working relationships across all business areas
  • Complete performance reviews
  • Any other duties that are deemed necessary to support the business as and when required
  • Production analysis and resource reporting to Senior Management
  • Assisting with HR duties when required within the department
  • Taking a proactive approach in motivating the team to achieve company targets
  Person Specification

Essential

  • People management experience
  • AAT or ACCA qualified/part qualified
  • Experience of coaching/mentoring junior members of a team
  • PC Literacy (Strong knowledge of Excel, Word, Email and Internet)
  • A hands-on and can-do approach to ensuring work is completed in a timely fashion
  • Excellent interpersonal skills to deal with a wide range of groups and individuals
  • Strong work ethic
Desirable

  • Experience of working in an accountancy practice
  • Previous experience of delivering training to a group
  • Previous experience of using Sage
How to Apply

To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

Job Title
Account Manager, Parasol – Warrington (Ref: R324)
Role: Account Manager

Brand: Parasol Location: Warrington Salary: £20,000 – £22,000 + £12,000 OTE Job Reference:  R324

The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an Account Manager to join our growing team.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

As an Account Manager, you will be aligned to Parasol, who are the market-leading contractor support specialists. You’ll primarily be responsible for providing a professional and proactive relationship management service to a portfolio of client agencies and end user companies.

The key responsibilities for the role will include, but are not limited to: 

  • Meet or exceed all targets and Key Performance Indicators
  • Work in partnership with colleagues to provide a seamless and professional service to our clients
  • In consultation with colleagues and line management, implement and consistently deliver a proactive contact strategy for agencies and end clients within your portfolio, to include outbound telephone calls, emails, marketing campaigns or any other initiatives, which will build lasting relationships and drive referrals to Parasol while maximising return on investment
  • Take personal responsibility for your own sales pipeline, ensuring that conversion of referrals to registrations from your portfolio are maximised
  • Work as part of the Agency Sales Team to ensure that collective goals are met via outstanding teamwork
  • Take personal responsibility to maintain an in-depth knowledge of the Parasol product suite, of the legislation and tax policy affecting the Parasol market, and of the market conditions and competitor framework Parasol must work within
  • Take ownership of your own personal and professional development, taking full advantage of the opportunities made available to you by Parasol
  • Ensure that all data collection and Parasol processes are completed accurately, compliantly and in a timely manner (including GoldMine records, activity reporting and all aspects of the registration process)
  • Person Specification

    Essential

    • Business to business telesales experience (Account Management)
    • Proven/demonstratable sales record
    • Experience of target/KPI driven challenging sales environments
    • Computer literate – MS Office/CRM software/telephone system
    • Excellent communicator – able to influence effectively, both internally and externally
    • Ability to motivate, coach and support other team members
    • Ability to build and maintain client relationships at all levels
    • Good at multi-tasking and able to complete ad hoc tasks when required
    • Identify and act upon revenue generative opportunities
    • Hard-working with a “can do” attitude, achievement driven, self-motivated and proactive
    • Leaves work only when the job is done and able to work outside normal hours with notice when required
    • Committed to professional development

      Desirable

    • Experience of Umbrella Organisations and /or recruitment industry
    • Experience of contractor market/employment solutions including tax law/employment legislation
    • Network of existing contacts/clients in the industry
    • Genuine interest in contractor/employment solutions market

      How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

      Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

             
    Job Title
    IT Service Desk Team Leader, Optionis – Warrington (Ref: R323)
    Role: IT Service Desk Team Leader

    Brand: Optionis

    Location: Warrington

    Salary: £32,000-£34,000

    Job Reference: R323

    The Optionis Group is one of the UK’s most successful professional services companies, and we are now looking for an IT Service Desk Team Leader to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As an IT Service Desk Team Leader, you will primarily be responsible for leading a team of seven support analysts spread across two sites, providing desktop and application-based support to over 650 employees across the Optionis Group. The postholder will need to be confident managing junior members of the team, as well as using their hands-on experience and technical knowledge to be an integral part of the service desk team.

    The key responsibilities for the role will include, but are not limited to:

    • Managing the service desk team across two sites

    • Manage incident, problem, service requests and change volumes

    • Manage resolution according to agreed SLAs and KPIs

    • Undertake HR and people management activities as needed, including pay, discipline, absences and performance reviews

    • Implementing ITIL processes into the service desk and identifying areas where this would add value

    • Make suggestions to Group IT Infrastructure Manager on improvements that could be made to the service desk to improve the level of service offered

    • Assist with the production of KPI reports for IT Management

    • Mentor junior members of the team

    • Act as a technical lead and escalation point for complicated incidents

    • Lead by example to ensure that excellent service and quick resolution is provided to all users

    Person Specification

    Essential

    • Experience in a similar role managing a service desk team and providing 2nd/ 3rd line technical support

    • ITIL Accredited or experience working with ITIL frameworks

    • Good working knowledge of Windows/ Server/ Exchange/ SQL Server

    • Good working knowledge of networking principles and able to troubleshoot network/user connectivity issues

    • Be able to demonstrate the ability to work and communicate with many stakeholders with varying levels of IT capability and to handle a busy and varied workload

    • Exceptional interpersonal skills, including working in a team and working co-operatively to achieve a common goal

    • Excellent oral and written communication skills

    • Flexible approach to work and excellent problem-solving ability

    • Excellent customer service and stakeholder management skills, with the ability to build effective relationships

    • Ability to effectively prioritise and execute tasks in a high-pressure environment

    • Passionate, committed and energetic, creates personal momentum which inspires others

    Desirable

    • ITIL Foundation Certificate

    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

    Job Title
    Personal Accountant, ClearSky – Warrington (Ref: R326)
    Role: Personal Accountant        

    Brand: ClearSky Contractor Accounting

    Location: Warrington

    Salary: £30,000 – £35,000

    Job Reference: R326   

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Personal Accountant to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As a Personal Accountant, you will be aligned to ClearSky Contractor Accounting who are the market-leading contractor accounting specialists. You’ll primarily be responsible for developing and managing a portfolio of clients. In addition to this, you will take responsibility for the day-to-day management of an accounts team and ensure all client filing deadlines are met.      

    The key responsibilities for the role will include, but are not limited to:

    • Developing and managing a portfolio of clients
    • Focus on client service and meeting demands of the clients
    • Review clients’ year end company accounts and company tax returns
    • Proactively deal with and resolve client queries
    • Tax and accounts planning
    • Handling new clients
    • Client retention
    • Complaint handling and resolution
    • Review work of junior staff
    • Manage and mentor junior staff
    • Conduct performance reviews with team members ensuring SMART objectives are set and development objectives are put in place
    • Act as a role model for junior members of staff
    • Prepare management reports
    • Selling and marketing services
    • Recruitment and selection of key personnel

    Person Specification 

    Essential  

    • Practice experience
    • Strong numeracy and communication skills
    • Ability to maintain high levels of accuracy
    • Ability to work as an individual as well as part of a team
    • Ability to work towards strict deadlines and meet KPIs
    • Good people and performance management leadership qualities with the ability to inspire and engage other employees
    • Thorough understanding of VAT, payroll, small company corporation tax and personal tax
    • Thorough understanding of IR35 taxation and fiscal year end deemed salary calculations

    Desirable

    • Proficient in Microsoft Office and Sage Line 50, SAPA and Sage CT
    • ACCA qualified or possesses relevant experience

    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

    Job Title
    Trainee Accountant, SJD Accountancy – Hemel Hempstead (Ref: V567)
    Role: Trainee Accountant

    Brand: Optionis – SJD Accountancy

    Location: Hemel Hempstead

    Salary: £17,000 – £19,000

    Job Reference: V567     

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Trainee Accountant to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As a Trainee Accountant, you will be aligned with SJD Accountancy, who are the UK’s largest specialist provider of fixed fee, limited company accountancy services to contractors and freelancers. You’ll primarily be responsible for managing a portfolio of clients effectively and efficiently ensuring that the service we provide achieves the company and client expectations.

    This position will allow you to develop your knowledge of accountancy and tax issues, whilst building upon your qualifications and experience.

    The key responsibilities for the role will include, but are not limited to:

    • The completion of Year End accounts, CT600, and Corporation Tax computations
    • Co-ordination and management of VAT, and administration duties
    • Completion and submission of forms P11d in accordance with clients completed questionnaire
    • Review of bookkeeping records and the completion of VAT Returns
    • Meet statutory deadlines for VAT, Payroll, Statutory Accounts, and Company Tax Returns
    • Liaising with HMRC on behalf of clients
    • Taking on and managing new clients
    • Growing the business through referrals
    • Offer bespoke accountancy, taxation and tax planning advice
    • Advise clients in relation to IR35 and the associated implications of this legislation
    • Respond to client enquiries in line with the company promise
    • General administration including post, filing, and scanning
    • Assisting clients with the completion of Companies House Confirmation Statements
    • Online submission of documents to Companies House and HMRC
    • Manage the client relationship whilst building a strong rapport and developing client loyalty
    • Support the team to continuously deliver the agreed level of service
    • To undertake any other duties as requested by your line manager within the scope of the role

    Person Specification

    Essential

    • Reliable with a strong work ethic
    • Ability to work to agreed deadlines when under pressure
    • Excellent verbal and written communication skills
    • Accuracy and attention to detail
    • Good time management and organisation skills
    • First class customer service skills
    • Empathetic to client’s requirements
    • Ability to build strong working relationships both internally and externally
    • Competent in the use of Excel, Word, and email

    Desirable

    • Ideally completed AAT Level 2 or hold some experience in an accountancy practice

    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

    Job Title
    Trainee Accountant, SJD Accountancy – Edinburgh (V568)
    Role: Trainee Accountant    

    Brand: Optionis – SJD Accountancy

    Location: Edinburgh

    Salary: £18,000 – £20,000

    Job Reference: V568     

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Trainee Accountant to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As a Trainee Accountant, you will be aligned with SJD Accountancy, who are the UK’s largest specialist provider of fixed fee, Limited company accountancy services to contractors and freelancers. You’ll primarily be responsible for managing a portfolio of clients effectively and efficiently, ensuring that the service we provide achieves the company and client expectations.

    This position will allow you to develop your knowledge of accountancy and tax issues, whilst building upon your qualifications and experience.

    The key responsibilities for the role will include, but are not limited to:

    • The completion of Year End accounts, CT600, and Corporation Tax computations
    • Co-ordination and management of VAT, and administration duties
    • Completion and submission of forms P11d in accordance with clients completed questionnaire
    • Review of bookkeeping records and the completion of VAT Returns
    • Meet statutory deadlines for VAT, Payroll, Statutory Accounts, and Company Tax Returns
    • Liaising with HMRC on behalf of clients
    • Taking on and managing new clients
    • Growing the business through referrals
    • Offer bespoke accountancy, taxation and tax planning advice
    • Advise clients in relation to IR35 and the associated implications of this legislation
    • Respond to client enquiries in line with the company promise
    • General administration including post, filing, and scanning
    • Assisting clients with the completion of Companies House Confirmation Statements
    • Online submission of documents to Companies House and HMRC
    • Manage the client relationship whilst building a strong rapport and developing client loyalty
    • Support the team to continuously deliver the agreed level of service
    • To undertake any other duties as requested by your line manager within the scope of the role

    Person Specification

    Essential

    • Reliable with a strong work ethic
    • Ability to work to agreed deadlines when under pressure
    • Excellent verbal and written communication skills
    • Accuracy and attention to detail
    • Good time management and organisation skills
    • First class customer service skills
    • Empathetic to client’s requirements
    • Ability to build strong working relationships both internally and externally
    • Competent in the use of Excel, Word, and email

    Desirable

    • Ideally completed AAT Level 2 or hold some experience in an accountancy practice

    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

    Job Title
    Trainer, Optionis – Warrington (R321)
    Role: Trainer    

    Brand: Optionis

    Location: Warrington

    Salary: £28,000 – £32,000

    Job Reference: R321 

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Trainer to be based from our vibrant Head Office in Warrington.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    This is a multi-faceted, exciting opportunity to join an established yet growing brand. We expect a high level of applications so please apply with a current CV as soon as possible to avoid disappointment.

    The key responsibilities for the role will include, but are not limited to:

    • Working with the Learning & Development Manager to design, write and revamp training material
    • Delivering soft-skills management training
    • Collaborate with HR and Recruitment departments to allow you to manage and deliver company induction sessions for new employees
    • Build relationships with line managers and senior stakeholders to ensure that training requirements are met
    • Ensure that all training records and systems are updated and maintained accurately
    • Travelling to other Optionis sites in the UK to deliver training sessions (maximum of five days a month)

      Person Specification

    Essential
    • A strong track record in delivering training to groups of at least 10 people
    • Experience of delivering training to professionals at management level
    • An autonomous individual who is passionate about training and keen to progress their career
    • Exceptional organisation skills
    • Excellent communication and interpersonal skills
    • Experience of maintaining and administering training records
    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

    Job Title
    Group Head of Business Analytics
    Optionis Group are looking for a proactive, passionate and highly driven senior manager to join our dynamic and growing professional services group.  This position will work closely with all companies under the Optionis Group together with a number of centralised functions including Sales, Marketing, Finance and Operations.

    Optionis are a rapidly growing Group employing c700 staff and have locations in Warrington, Blackpool, Hemel Hempstead and Poole.  In order to drive this expansion, it is a critical part of the role to harness the value of our data across brands to deliver the right insight to the right people in a timely and efficient manner.

    The fluidity of the role will offer you the freedom to build a new analytics function to identify areas of improvement for the Group through the implementation of data analytics-based solutions and then acting upon your findings.

    Whilst some flexibility is available on location, the successful candidate will report directly into the Group CFO who is based in Hemel Hempstead.

      Responsibilities:

    • Build and lead a best-in-class Business Analytics team.
    • Design, create and automate reports and dashboards to track key business metrics for executive team and board.
    • End-to-end Deep Dive Analytics: Deep dive into an area, find insights and understand the root cause of an observed trend, and translate the insights into actionable recommendations.
    • Develop predictive models to forecast key metrics.
    • Foster insight-based decision making within peers across the group businesses and centralised functions.

    Requirements:

    • 5+ years hands-on experience in data analytics & driving business insight from this.
    • 5+ years track record in the design & implementation of Data Warehouse platforms using Microsoft SQL Server.  This should include an in-depth knowledge of TSQL & Database design.
    • Experience of accounting industry with specific domain knowledge of contractor accounting preferred.
    • Demonstrable knowledge of Data Visualisation tools including Descriptive / Diagnostic / Predictive & Prescriptive analytics solutions.
    • Experience building, leading and mentoring data analytical teams.
    • Strong interpersonal and communication skills with a focus upon Financial reporting.
    • Previous experience in presenting & reporting directly into CxO.

    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Paralegal, Optionis – London (Ref: R317)
    Role: Paralegal

    Brand: Optionis

    Location: London

    Salary: Up to £26K

    Job Reference: R317

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Paralegal to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    The key responsibilities for the role will include, but are not limited to:

    • Provision of commercial, legal advice and support across all business units, including preparing and advising on a wide range of commercial agreements and legal document
    • Assistance in managing transactions and projects, helping to achieve successful closing/delivery of objectives
    • Working with stakeholders to identify and manage legal risk, including advising on various operational risk events, assisting with escalated customer complaints and reviewing marketing materials and customer communications
    • Provision of a central resource assisting with different issues, as well as having responsibility for discrete projects
    • Provision of legal research which is translated into clear and concise communications
    • Applying commercially-minded, legal input to business processes and drafting associated communications and legal documentation
    • Implementing and improving methods for legal knowledge management
    • Performing other duties as assigned by the General Council from time to time 
    Person Specification

    • High engagement – passionate about commercial law, inquisitive and able to self-initiate learning and challenge the status quo;
    • Ability to problem solve;
    • Disciplined time management and skilled at effective multi-tasking – able to manage and prioritise a wide variety of matters and client contacts at once;
    • Communication skills – able to communicate clearly, concisely, effectively and persuasively with clients, senior business stakeholders, legal management and external regulators, both verbally and in writing;
    • Ability to interpret and apply legal principles to commercial issues in a practical, hands-on, common sense manner;
    • Process management skills – ability to help identify and implement improvements in work process to enhance efficiency and productivity;
    • Adaptability – a true team player who is able and willing to work both as part of a team and independently with minimal supervision;
    • Strong relationship focus – able to build solid working relationships with employees, contractors and external parties;
    • Willingness to learn and grow, and to leverage the experience gained in this position to expand skill set for future career growth.
    Essential

    • Hold an academic qualification in English law and other common law jurisdiction (LLB, LLM, FEI, LPC, Post-Graduate Diploma in Law etc) or able to demonstrate sound technical knowledge of relevant subjects.
    • Prior internship or employment experience with a law firm or financial services organisation, though other relevant experience will be considered.
    Due to the changing nature of the business, this job description serves as a framework to outline the main areas of responsibility at the time of writing. It is not intended to be either prescriptive or exhaustive and will be subject to change.

    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship

             
    Job Title
    Junior Credit Controller, Optionis – Hemel Hempstead (Ref: V562)
    Role: Junior Credit Controller

    Brand: Optionis

    Location: Hemel Hempstead

    Salary: £20,000

    Job Reference: V562

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Junior Credit Controller to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As a Junior Credit Controller, you will primarily be responsible for the reduction of the aged debt and maintaining an up-to-date and accurate sales ledger. So, if you have experience in credit control or accounts support and a desire to build a career in finance, then we want to hear from you.

    The key responsibilities for the role will include, but are not limited to:

    • Credit control function for the Optionis Group and any future acquisitions
    • Supporting other credit controllers within the team to ensure there is a continued focus on the reduction of the aged debt
    • Collating timely billing information from the operations team in relation to recurring and one-off revenue
    • Monitor and reduce overdue debts.  Allocate receipts and monitor unallocated payments
    • Respond to client and accountant queries in a timely manner
    • Maintain an accurate and up to date sales ledger in order to produce KPI information (e.g. client numbers, joiners, leavers, customer churn)
    • Assist in improving existing billing and credit control systems, controls and processes.  Help to implement new systems if required.  Document processes and identify single points of failure
    • Assist in other ad-hoc tasks as requested by the CFO, FC and Credit Control Manager in particular those driven from sales ledger information
    Person Specification

    Essential

    • Previous experience in credit control or accounts support is essential
    • A knowledge of accounting with a proficiency with Excel
    • An ability to provide accurate, robust and reliable information
    • Strong mathematical, written and verbal communication skills
    • Excellent time and project management skills
    Desirable

    • Experience of working in a fast-paced environment is highly desirable
    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship          
    Job Title
    Accountant, SJD Accountant – Birmingham (Ref: V565)
    Role: Accountant

    Brand: SJD Accountancy

    Location: Birmingham

    Salary: £26,000

    Job Reference: V565

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for an Accountant to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As an Accountant, you will be aligned to SJD Accountancy – part of the Optionis Group and one of the UK’s largest specialist providers of fixed fee, limited company accountancy services to contractors and freelancers. You’ll be primarily responsible for managing your own portfolio of clients effectively and efficiently ensuring that the service we provide exceeds the company and client expectations.

    The key responsibilities for the role will include, but are not limited to:

    • The completion of year-end accounts, CT600, and Corporation Tax computations
    • General administration duties
    • Meet statutory deadlines for VAT, Payroll, Statutory Accounts, Company and Personal
    • Liaising with HMRC on behalf of clients
    • Taking on and managing new clients
    • Growing the business through referrals
    • Offer bespoke accountancy, taxation and tax planning advice
    • Advise clients in relation to IR35 and the associated implications of this legislation
    • Respond to client enquiries in line with the company policy
    • Manage the client relationship whilst building a strong rapport and developing client loyalty
    • Working as a team to continuously deliver the agreed level of service
    • To undertake any other duties as requested by your line manager within the scope of the role

    Person Specification

    Essential

    • Experience within an accountancy practice
    • Previously been responsible for managing a portfolio of clients
    • Part-qualified/ Qualified accountant (ACCA/ AAT) or equivalent commercial experience
    • Very good communications skills and has the ability to build excellent relationships
    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

             
    Job Title
    Business Development Manager, Parasol and ClearSky – Midlands (Ref: R316 )
     Role: Business Development Manager

    Brand: Optionis (Parasol and Clearsky)

    Location: Midlands (Field-based)

    Salary: £30,000 – £35,000pa + £16,000 commission (uncapped)

    Job Reference: R316

    The Optionis Group is one of the UK’s most successful professional services companies, and we are looking for a Business Development Manager to join our growing team.

    Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.

    As a Business Development Manager, you will be aligned to Parasol and Clearsky – two of our most recognised brands. You’ll primarily be responsible for developing existing relationships and driving awareness of our brands across a portfolio of clients. So, if you have experience within an Umbrella company or have a background in recruitment and a passion for sales, then we want to hear from you.

    The key responsibilities for the role will include, but are not limited to:
    • Maintaining and enhancing fruitful relationships with an existing portfolio of clients across the Midlands
    • Promote ClearSky’s and Parasol’s products/ services to address or predict client’s short-term and long-term objectives
    • Build and develop relationships with new and prospective clients to highlight the value that Parasol and ClearSky can provide
    Person Specification Essential
    • Socially confident with excellent presentation skills
    • Goal orientated and entrepreneurial
    • Takes ownership and proposes solutions
    • Demonstrates success in their sales career to date
    • Wants to work in a fast-paced environment
    • Holds a full UK Driving License
    Desirable
    • Umbrella or recruitment background is preferred but not essential
    How to Apply

    To apply for this role, please email your CV and Cover Letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.
    Job Title
    Management Accountant, Optionis – Hemel Hempstead (Ref: V564)
    Role: Management Accountant

    Company: Optionis

    Location: Hemel Hempstead

    Salary: £35,000 – £45,000

    Reference: V564

    Optionis is a professional services group which specialises in managing tax, employment, accountancy and legislative compliance. The group which, includes reputable brands such as Parasol and ClearSky, provides a range of market leading solutions to the UK’s small businesses and professional contingent workforce sectors.

    You will join our Finance department and be primarily responsible for producing the monthly management accounts to a very high standard, within agreed time frames, for reporting to our key stakeholders. You will also be responsible for all financial ledger updates and maintenance, will manage, coach and develop other members of the finance team where required, and work closely with other members of the Group finance team.

    Key areas of responsibility will include:

    • Assist with the production of the consolidated Optionis Limited monthly management accounts (P&L, BS, CFS, KPIs) and its subsidiaries as well as future acquisitions
    • Responsible for monthly revenue report and related KPIs, consolidation and consolidation adjustments. Finance business partner to new commercial team
    • Reviewing new commercial arrangements and business cases (including capex)
    • Assist in preparation of annual budget and quarterly reforecasts for the Optionis Group.  Prepare underlying forecast schedules for key revenue and cost lines and run monthly uploads to GIDE
    • Analyse and comment on actual variances against budget and forecast

    Person specification:

    • Extensive accountancy experience within industry
    • Ideally fully/ part-qualified ACA/ CA/ CIMA/ ACCA
    • Strong Microsoft Excel skills
    • An ability to provide accurate, robust and reliable information
    • Strong mathematical, written and verbal communication skills
    • Excellent time and project management skills
    • Experience of working in a fast-paced environment is highly desirable

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Purchase Ledger (Maternity cover), Optionis – Hemel Hempstead (Ref: V557)
    Role: Purchase Ledger (Maternity Cover)

    Company: Optionis

    Location: Hemel Hempstead

    Salary: £19,000

    Reference: V557

    Optionis is a professional services group which specialises in managing tax, employment, accountancy and legislative compliance. The group which includes reputable brands such as Parasol and ClearSky provides a range of market leading solutions to the UK’s small businesses and professional contingent workforce sectors.

    You will join our Finance department and be primarily responsible for maintaining accurate and up to date financial ledgers (e.g. purchase ledger, cash book, nominal ledger) for the Optionis Group companies. You will work closely with other members of the finance team including the billing and credit control and management accounts teams.  Key areas of responsibility may include assisting with:

    • Maintaining purchase ledger and managing payments with suppliers.
    • Monitor any overdue supplier invoices.
    • Maintain an accurate and up-to-date purchase ledger and produce monthly summaries on outstanding invoices.
    • Post and allocate purchase ledger payments, reconcile to supplier statements (where applicable) and set up payment runs for suppliers and refunds to customers of the bank.
    • Prepare weekly bank reports and post cash book entries on a regular basis
    • Assist with monthly balance sheet reconciliations
    • Assist with month-end management accounts if required.
    • Review staff expenses against the Group’s expenses policy and post entries to the nominal ledger.
    • Assist in other ad-hoc administrative and financial tasks as requested by the CFO, FC and finance manager in order to produce the monthly finance team deliverables.
    • Cover other members of finance staff (in both management accounts and billing teams) as and when required.

    Person Specification

    • Previous experience in purchase ledger is highly desirable
    • A knowledge of accounting with a proficiency with Excel
    • An ability to provide accurate, robust and reliable information
    • Strong mathematical, written and verbal communication skills
    • Excellent time and project management skills
    • Experience of working in a fast-paced environment is highly desirable

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Technical Support Analyst, Optionis – Warrington (Ref: R310)
    Working as part of a busy IT Service Desk, the Technical Support Analyst will provide ongoing desktop and application-based support to over 650 employees across the Options Group. The post holder will be required to log, prioritise, investigate and resolve a wide variety of both first  and second line support issues to ensure the effective and efficient running of essential business systems and functions.

    Main Responsibilities

    • Maintain a good understanding of key business processes, people and systems, use and share this knowledge to provide and maintain high levels of customer satisfaction.
    • Log, triage and prioritise new IT service calls and provide on-site, email and telephone-based support to over 650 users across multiple UK locations.
    • Resolution of 1st and 2nd level incidents, service requests and standard changes
    • Support key business functions including Accountancy, Payroll and Tax processing and investigate complex system issues across both bespoke and packaged solutions. Drive through resolutions and escalate to 3rd party suppliers when necessary.
    • Work with in house development team to recreate issues and deliver permanent fixes to recurring system issues.
    • Create and maintain knowledgebase articles to share workarounds and document solutions for known issues. Document standard changes or standard operating procedures.
    • Setup and maintain Active Directory, Users and Group Policies

    Person Specification

    Qualifications, Knowledge and Experience:

    • Significant prior experience working in a similar role providing desktop and business applications support.
    • Awareness of basic ITIL principles across incident, problem and change management processes
    • Good working knowledge of Windows / Server / Exchange / Active Directory / Citrix and SQL Server
    • Basic knowledge of networking principles and able to troubleshoot network / user connectivity issues
    • ITIL Foundation Certificate (preferred)
    • Experience working with Office 365 including setup, configuration and management (Preferred)

    Skills:

    • Excellent oral and written communication skills.
    • Exceptional interpersonal, including teamwork and working co-operatively to achieve a common goal.
    • Flexible approach to work and excellent problem-solving ability.
    • Ability to prioritise and use own initiative.
    • Good range of analytical skills and attention to detail.
    • Excellent customer service and stakeholder management skills, with the ability to build effective relationships.
    • Has a good commercial understanding of business functions.
    • Exercises sound judgement and recognises when judgement is poor.
    • Passionate, committed and energetic, creates personal momentum which inspires others.
    • Thinks ‘win win’, can be trusted to deliver on agreed commitments

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Senior Accountant, First Freelance – London (Ref: R295)
    At First Freelance (part of the Optionis family) we pride ourselves on being first-class employers. We seek out the most talented individuals and reward them with a stimulating and challenging work environment. We offer an industry training programme, clear career progression and excellent remuneration package. We are currently looking to recruit a bright and ambitious team member to our accounting team within our dynamic and fast-growing accountancy practice based in Sloane Square, London.

    Key responsibilities: As a First Freelance Senior Accountant, you will be responsible for a large portfolio of clients working as an individual and part of a team. Your main function will include:
    • Preparing annual accounts
    • Preparing Corporation Tax computations
    • Dealing with accounts queries
    • Interpreting accounts to clients if figures need explanation
    • Processing final accounts
    • Submitting annual accounts & CT600s to HMRC via iXBRL
    • Contacting HMRC if a problem arises whilst reconciling VAT, PAYE/NICs etc.
    • Personal Tax computations and support to clients
    • Preparing personal self-assessment tax returns
    • Dealing with tax queries and providing tax advice

    Desired Qualifications:

    • Hold an accounting or tax qualification (e.g. ACA, ACCA, CIMA, CTA)
    • Full membership to an accountancy or tax professional body
    • Excellent academic record with at least five GCSEs or equivalent, including A-B grades in Mathematics and English
    • General computer and software skills and good use of Microsoft packages (in particular Excel) is essential
    • Knowledge of cloud based accountancy and/or payroll software is essential

    Skills and experience:

    • Proven practice and industry experience essential
    • Proven team leader and practice management experience highly preferable
    • Accountancy, tax and payroll experience is essential
    • Excellent level of literacy, numeracy, communication skills, analytical skills, telephone manner and commercial judgement
    • Excellent attention to detail

    Personal Attributes:

    • Friendly and outgoing personality with a positive ‘can do’ attitude
    • Hard working, diligent, consciousness and responsible
    • Able to multi-task and prioritise tasks to a high level of detail in a faced-paced environment
    • Self-starter and motivated to succeed
    • Ability to lead and manage a team

    Other responsibilities:

    Other tasks may also include (or the supervision of):

    • Ensuring that clients are contacted on a regular basis to keep them updated with progress on their affairs
    • Reviewing clients’ files to ensure compliance with deadlines and regulations
    • Preparing references for clients
    • Support, supervision and training of the other members of the team, including accountants and operations
    • Support to the Operations Director
    • On boarding of new clients
    • Incorporating companies
    • Registering companies for VAT and PAYE and Corporation Tax
    • Liaising with clients via telephone, e-mail and post
    • Processing PAYE and VAT returns
    • Processing of client payroll
    • Bank and other reconciliations
    • Adhering to all filing deadlines – which includes chasing clients for missing information
    • Filing Confirmation Statements and assisting with end of year returns
    • Meeting deadlines, such as the clearing of e-mails and post daily
    • Client management including filing and general administration of client companies
    • Communicating with HMRC on behalf of the client
    • Creating and maintaining client files on internal databases and management of CRM
    • Internal reports to Operations Director

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.

    Job Title
    Tax Advisor, Level 2, Nixon Williams – Blackpool (Ref:V563)
    Location: Blackpool

    Reference: V563

    We are looking for a Tax Advisor to join our Tax Team in Blackpool. You will be an important part of the Tax Team, able to multitask and prioritise with a willingness to learn and progress.

    This is a great opportunity to work within an ambitious and forward-thinking company who can offer training and development for the right candidate working towards your AAT and/or ATT.

    Key Responsibilities:

    • PAYE and personal tax compliance matters. • Preparation of P11D forms. • Completion of basic and some more complex (e.g. domicile) Self-Assessment Tax Returns. • Advising clients on basic personal taxation matters. • Dealing with telephone and email queries from clients. • Reviewing tax codes and other HMRC notices. • Dealing with HMRC and other third parties by telephone and correspondence. • Liaising with clients and internal teams. • Data entry and updating systems. • Performing bank reconciliations and receipt breakdowns. • Calculating tax rebates and liabilities for clients under the Construction Industry Scheme. • Delivering a consistently high level of customer service. • Delivering consistently accurate work. • Mentoring and training more junior team members.

    Personal Specification:

    Experience of working within a busy office, ideally an Accountancy Practice or a Financial environment, preferred but not essential. Experience within Tax is a bonus.

    • Able to work to targets and meet deadlines. • Good organisational skills • Excellent attention to detail. • Strong numeracy skills. • Excellent written and verbal communication skills. • Proficiency in Microsoft Office, particularly Excel. • A desire to progress toward obtaining tax qualifications. • A positive ‘can do’ attitude.

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.
    Job Title
    Payroll Administrator, Optionis – Warrington (Ref: R299)
    Location: Warrington

    Salary:£18,000

    Contract: Full Time, Permanent

    Ref: R299

    We now have an exciting opportunity for a Payroll Administrator based at our head office in Warrington who is looking to start a career in Payroll.  Working in a large team reporting into the Payroll Team Leader we are looking to train up the successful candidate on full payroll processes. Here at Optionis, we have a range of award winning accountancy and contractor support brands who lead in their field. We’re dedicated to attracting and nurturing the best talent from those first steps right through to your long-term career goals.  A career with Optionis means the chance to develop your existing skills as well as learning new ones.

     Responsibilities for the role:

    • Filing and general office housekeeping/administrative duties for the payroll department
    • Managing post
    • To ensure all email and telephone enquiries are completed within agreed first time resolution and service level agreement targets
    • Advising Clients/Employee’s on PAYE and NIC matters
    • Processing new starters and leavers
    • Entering timesheets to employee reports
    • Processing payrolls
    • Supporting the production and process of daily payroll transactions

    Skills required:

    • Previous office experience in a Payroll
    • General office administration and good IT skills
    • Well organised
    • Effective communicator
    • Stickler for Accuracy
    • Proactive approach
    • Good customer service skills

    We want you to be equipped with the best skills to build your career and we take our commitment to providing you with the best tools possible very seriously. This includes access to the best training and development opportunities and time off to undertake further study. The Optionis team provide an excellent working environment which values our employees and their achievements. We reward hard work and dedication and are always keen to promote team members. Our workplace is professional, but also fun and relaxed which makes our people feel comfortable.

     How to apply:

     To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

     Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship

    Job Title
    Practice Manager, ClearSky – Warrington (Ref: R248)
    Practice Manager (Accountancy)

    We are excited to announce that Clearsky (top 100 practice) are looking to recruit a Practice Manager with demonstrable accountancy and payroll practice experience to be based out of our Warrington offices. This role reports to the Group Operations Director.

    The successful candidate will be responsible for the leadership and management of a group of Senior Accountants and will be accountable for all operational aspects of this team. Including:

    • Delivering exceptional service to clients
    • Ensuring financial objectives are met
    • Maximising internal and external resources
    • Minimising client churn

    The successful candidate will be instrumental in the design and implementation of short and long-term strategies and take a lead in the improvement of processes. You will also take a hands-on approach in the development and coaching of employees to ensure that team members reach their potential.

    You will demonstrate substantial practice management experience from an accountancy practice and hold the relevant leadership and interpersonal skills to able to operate at every level within the group. A professional qualification such as ACCA or ACA is highly desirable as is an understanding of accounts production, practice management and payroll software packages.

    A career with ClearSky Contractor Accounting means working alongside talented and passionate professionals who are dedicated to achieving great things and reaching new heights in their career. You’ll be part of a team who are constantly exceeding expectations and striving to deliver the best results possible for our clients.

    There are plenty of perks that come with a career at ClearSky. Not only will you be given all of the support and training you need to progress; you can also take control of your career and steer it in the direction you want.

    If you are looking for a career where you can make a difference, be supported by your colleagues and achieve your full potential, ClearSky is with you all the way.

    As part of the Optionis Group our values are key to all that we do and keeps us focused on constantly improving and making great things happen, they include:

    Trusted – we are fair in everything we do Committed – we do what we say we will Progressive – we improve every day Fun – we have fun along the way

    ****This role will require travel to other UK sites as needed****

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship.
    Job Title
    Accountant, SJD Accountancy – Edinburgh (Ref: V548)
    Role: Accountant

    Company: SJD Accountancy

    Location: Edinburgh

    Salary: £26,000

    Reference: V548

    An excellent opportunity for a driven Accountant has arisen within SJD Accountancy who are the largest market-leading contractor accounting specialists in the UK, recently voted best Contract accountancy (large) in 2017.

    SJD Accountancy pride themselves on the training and mentoring they offer to employees. The highlight of this mind set is the fact that they offer in house academies for ACCA and AAT students. This makes them a fantastic employer of choice for ambitious Accountants who’re looking to progress and develop their careers.

    The successful applicant for this position will be responsible for managing their own portfolio of clients effectively and efficiently ensuring that the service we provide exceeds the company and client expectations.

    Because of this we’re looking for a self-motivated Accountant, who is adept at preparing clients’ year end journals, working papers, company accounts and company tax returns. Experience of Iris accounting software is highly desirable.

    Some of the responsibilities for this role will include:

    • The completion of year-end accounts, CT600, and Corporation Tax computations

    • General administration duties

    • Meet statutory deadlines for VAT, Payroll, Statutory Accounts, Company and Personal

    • Liaising with HMRC on behalf of clients

    • Taking on and managing new clients

    • Growing the business through referrals

    • Offer bespoke accountancy, taxation and tax planning advice

    • Advise clients in relation to IR35 and the associated implications of this legislation

    • Respond to client enquiries in line with the company policy

    • Manage the client relationship whilst building a strong rapport and developing client loyalty

    • Working as a team to continuously deliver the agreed level of service

    • To undertake any other duties as requested by your line manager within the scope of the role.

    If you are looking for a career where you can make a difference, be supported by your colleagues and achieve your full potential, SJD is with you all the way.

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Accountant, SJD Accountancy – Hemel Hempstead Ref: V547)
    Role: Accountant

    Company: SJD Accountancy

    Location: Hemel Hempstead

    Salary: £26,000

    Reference: V547

    An excellent opportunity for a driven Accountant has arisen within SJD Accountancy who are the largest market-leading contractor accounting specialists in the UK, recently voted best Contract accountancy (large) in 2017.

    SJD Accountancy pride themselves on the training and mentoring they offer to employees. The highlight of this mind set is the fact that they offer in house academies for ACCA and AAT students. This makes them a fantastic employer of choice for ambitious Accountants who’re looking to progress and develop their careers.

    The successful applicant for this position will be responsible for managing their own portfolio of clients effectively and efficiently ensuring that the service we provide exceeds the company and client expectations.

    Because of this we’re looking for a self-motivated Accountant, who is adept at preparing clients’ year end journals, working papers, company accounts and company tax returns. Experience of Iris accounting software is highly desirable.

    Some of the responsibilities for this role will include:

    • The completion of year-end accounts, CT600, and Corporation Tax computations

    • General administration duties

    • Meet statutory deadlines for VAT, Payroll, Statutory Accounts, Company and Personal

    • Liaising with HMRC on behalf of clients

    • Taking on and managing new clients

    • Growing the business through referrals

    • Offer bespoke accountancy, taxation and tax planning advice

    • Advise clients in relation to IR35 and the associated implications of this legislation

    • Respond to client enquiries in line with the company policy

    • Manage the client relationship whilst building a strong rapport and developing client loyalty

    • Working as a team to continuously deliver the agreed level of service

    • To undertake any other duties as requested by your line manager within the scope of the role.

    If you are looking for a career where you can make a difference, be supported by your colleagues and achieve your full potential, SJD is with you all the way.

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Senior Accountant, SJD Accountancy – Birmingham (Ref: V524)
    Location: Birmingham

    Salary: Up to £31,000

    Full time,Permanent

    Senior Accountant wanted at SJD Accountancy in Birmingham.

    An opportunity has arisen forr a Senior Accountant to join an award winning Accountancy Practice, this is an opportunity to become a Tax and VAT specialist.

    As the Senior Accountant you will be working within the business dealing with more complex client accounts. Playing a pivotal role you will be responsible for mentoring and guiding Trainee Accountants and Accountants as well as being the main Senior Accountant providing advice on the latest TAX and VAT issues.

    Role and Responsibilities

    You will manage a portfolio of clients effectively and efficiently ensuring that the service we provide achieves the client expectations. You will assist and support the Team Manager in the training, technical support and quality control for the team.

    • The completion of year-end accounts, CT600, and Corporation Tax computations.
    • Completion of Self-Assessment Tax Returns.
    • Co-ordination and management of payroll, VAT, and administration duties.
    • Meet deadlines for VAT, Payroll, Statutory Accounts and Tax Returns.
    • Liaising with HMRC on behalf of clients.
    • Taking on and managing new clients.
    • Growing the business through referrals.
    • Offer bespoke accountancy, taxation and tax planning advice.
    • Advise clients in relation to IR35 and the associated implications of this legislation.
    • Manage the client relationship whilst building a strong rapport and developing client loyalty.
    • Training, coaching and mentoring of colleagues.
    • Supporting team members with more complex accounting scenarios

    Qualifications Requirements

    • ACCA or ATT Qualified is essential for this role.

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Assistant Personal Accountant, ClearSky Accounting – Warrington (Ref: R309)
    Location: Warrington

    Salary: £20,000

    An excellent opportunity for a driven Assistant Personal Accountant has arisen with ClearSky Contractor Accounting who are the market-leading contractor accounting specialists.

    ClearSky pride themselves on the training and mentoring they offer to employees. The highlight of this mind set is the fact that they have an onsite training academy for ACCA and AAT students. This makes them a fantastic employer for ambitious Accountants who’re looking to progress and develop their careers.

    The successful applicant for this position will be responsible for assisting a portfolio manager in ensuring that clients receive the required service, along with the preparation of  year end company accounts, company tax returns and the submission of these with HMRC and Companies House.

    The successful applicant will be given the opportunity to grow their remit and responsibilities which would lead them to managing a portfolio of clients.

    Because of this we’re looking for a motivated Accountant with practice experience, good communication skills and adept in the preparation of company accounts and tax returns.

    If you are looking for a career where you can make a difference, be supported by your colleagues and achieve your full potential, ClearSky is with you all the way.

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please noteWe can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Senior Accountant, SJD Accountancy – Edinburgh (Ref: V542)
    Location: Edinburgh

    Salary: £28,700

    Contract Type: Full Time, Permanent

    An opportunity has arisen forr a Senior Accountant to join an award winning Accountancy Practice, this is an opportunity to become a Tax and VAT specialist.

    As the Senior Accountant you will be working within the business dealing with more complex client accounts. Playing a pivotal role you will be responsible for mentoring and guiding Trainee Accountants and Accountants as well as being the main Senior Accountant providing advice on the latest TAX and VAT issues.

    Role and Responsibilities

    You will manage a portfolio of clients effectively and efficiently ensuring that the service we provide achieves the client expectations. You will assist and support the Team Manager in the training, technical support and quality control for the team.

    • The completion of year-end accounts, CT600, and Corporation Tax computations.
    • Completion of Self-Assessment Tax Returns.
    • Co-ordination and management of payroll, VAT, and administration duties.
    • Meet deadlines for VAT, Payroll, Statutory Accounts and Tax Returns.
    • Liaising with HMRC on behalf of clients.
    • Taking on and managing new clients.
    • Growing the business through referrals.
    • Offer bespoke accountancy, taxation and tax planning advice.
    • Advise clients in relation to IR35 and the associated implications of this legislation.
    • Manage the client relationship whilst building a strong rapport and developing client loyalty.
    • Training, coaching and mentoring of colleagues.
    • Supporting team members with more complex accounting scenarios

    Qualifications Requirements

    • ACCA or ATT Qualified is essential for this role

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship
    Job Title
    Sales Team Leader, Parasol Group – Warrington ( Ref: R275)
    Location: Warrington

    Salary: £25K basic + commission

    Parasol Group is excited to be recruiting for an enthusiastic, proactive Sales Team Leader to join our sales division, based in Warrington. Parasol is the UK’s largest professional services group. Our people are our most valuable asset, which is why we place a strong emphasis on attracting the finest talent to join our vibrant and busy team.

    The successful candidate will lead a team of the Tele Account Managers, with the aim to maximise efficiency, productivity and revenue generation opportunities. You will protect the reputation of Parasol by operating to the highest standards of compliance and customer service at all times.

    The Key Responsibilities for this role will include, but are not limited to:

    • Effective leadership of the Agency Team, including supervision, motivation and monitoring of team performance to deliver results that exceed business expectations, managing the recruitment for the team, as well as facilitating and resourcing training of new and existing staff

    • Plan, implement and measure targets and KPI’s for your team and individuals, manage the bonus scheme applicable to the team together with ad hoc incentives to drive performance

    • Work with Sales Management colleagues and the Best Advice team to facilitate the supply of enquiries, and liaise with Agencies to resolve any issues that may arise

    • To ensure all employee and Agency enquiries are resolved within agreed Service Levels/ Timescales, whilst balancing the needs of the employee and Agency with that of the business

    • Maintain detailed knowledge of the company’s products and services and identify and implement enhancements to processes and procedures, sharing best practices with other managers

    • To demonstrate and promote quality within the department, actively promoting the Agency Team as an effective, professional area of the operations department by displaying a positive attitude at all times

    • Represent the Agency Team within the management team at Parasol

    The ideal applicant will have the following skills or experience:

    • Previous Sales Team management (inbound and outbound) experience

    • Passionate about motivation, engagement, coaching, performance management and continuous improvement

    • Analytical skills – the ability to monitor and analyse MI for performance and compliance

    • Experience with accountancy, umbrella, insurance/financial services

    How to apply:

    To apply for this role, please send your CV and cover letter to Alan.Livingstone@optionis.co.uk

    Please note: We can only consider applications from candidates who are eligible to work in the UK without the need for sponsorship