Bookkeeper

Description

We're looking for a junior Finance Assistant to join our small, friendly finance team. This role is ideal for someone studying towards AAT, who wants hands-on experience across billing, supplier accounts, and everyday finance admin. We’re happy to support your ongoing studies as you develop within the role. Previous finance experience is not essential, as full training will be provided. We’re looking for someone who is organised, accurate and methodical, with a good eye for detail. You should be comfortable working with repetitive data entry and routine finance tasks, while maintaining a high level of accuracy and consistency.

Key Responsibilities

• Billing & Invoicing: Prepare and send customer invoices in line with monthly billing cycles, ensuring accuracy and timeliness.
• Purchase Order (PO) Management: Record and track purchase orders against client and internal requirements.
• Supplier Invoice Management: Accurately input and process supplier invoices, following company approval procedures.
• Staff Expenses: Process staff expense submissions, checking receipts and coding, plus occasional travel bookings (flights and hotels).
• Customer Communication: Respond to routine billing queries in a friendly, professional way.
• Month-End Support: Help with billing reconciliations and reporting tasks at month-end.
• Financial Records: Maintain accurate, well-organised financial records.
• Process Notes: Keep clear notes on how day-to-day tasks are done, to help you and the team stay consistent.
• Team Cover: Provide occasional cover for colleagues during leave.

Skills, Knowledge and Expertise

• Good attention to detail and accuracy, especially with data entry
• Well organised, able to manage a to-do list and meet deadlines
• Friendly, clear communicator
• Willingness to learn and ask questions

Preferred (not essential):

• Studying towards, or interested in starting, AAT
• Familiarity with Excel
• Any prior exposure to invoicing, bookkeeping, or general admin

Benefits

• Support towards AAT study (time and/or funding, confirm your offer)
• Flexible working hours (within reason, around financial deadlines)
• SalSac Pension Scheme
• Tusker Car Scheme
• Private Medical Care
• Home Electronics SalSac Scheme
• Holiday Buy/Sell scheme
• Access to group training portal
• Quiet office location with free parking
• Christmas Leave

About PSTAX

PSTAX is a leading tax consultancy firm that provides tailored advice, consultancy, and training to public sector bodies. Our team of experienced consultants has a deep understanding of the specific tax issues that public sector bodies face, and we are committed to providing pragmatic solutions that meet our clients’ needs. PSTAX sits within the Opto Group, which has recently been acquired by Dains Accountants, alongside its sister company, S3TAX, a specialist third-sector VAT advisory firm, and CRSTAX, a specialist NHS VAT advisory firm.

Over the last 20 years, the team has grown from two consultants in the first year, to 40+ staff offering a broad range of consultancy and training across Employment Taxes, VAT and SDLT. At PSTAX we are proud of our flexible approach to working and our culture of trust, which enables our people to balance the demands of their lives with those of work. We have excellent staff retention with many of our colleagues surpassing a decade with us and our flexible approach is just one of many reasons for this!

Now, as part of Dains Accounts, which ranks 22nd in the National Accountancy Age ranking by firm size, with over 1000 talented individuals across the UK and Ireland, we're a force to be reckoned with. Integrated into our DNA are the values of Fairness, Working & Succeeding Together, Integrity and Valued Relationships. This shapes everything we do, creating a vibrant and supportive work culture.