This job will be loved by a tech-savvy bookkeeper/accountant who enjoys problem-solving, software integrations, and helping clients — and who wants more variety than a standard bookkeeping role.
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£25k–£35k PA DOE | Full Time | Hybrid (Mainly Remote) (S.Wales & S.West England Based)
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We’re looking for a financial mind to help onboard our customers' bookkeepers and accountants to our automotive dealership management software and manage our internal bookkeeping and account management needs day to day.
Our software integrates with the top accountancy apps by sending customer and supplier invoices, payments, and journal entries to them, which helps streamline and simplify dealers' lives. The role will involve demonstrating how the apps work together and helping set them up.
Responsibilities and Goals
- Become an expert on DealerKit’s reporting, accountancy and bookkeeping features and capabilities.
- Handle client bookkeeping and accounting queries, including VAT, invoicing, reconciliations, bookkeeping entries, periodic close procedures, and general ledger support.
- Lead on onboarding new clients: configure their Xero/Sage accounts, map their chart of accounts, import opening balances, set up VAT regimes, and integrate with our SaaS platform.
- Troubleshoot and support integration issues between accounting software and our system (data imports/exports, API issues, ledger mapping, synchronization).
- Provide training and documentation to customers on how to use the integrated solution correctly.
- Work with clients (car dealers) to understand their business model and advise on best practices for bookkeeping and accounting in a dealership context.
- Assist with VAT returns, compliance checking, and periodic financial reviews as needed.
- Act as a bridge between technical (development) and accounting users: translate accounting requirements into software requirements and vice versa.
- Provide first-line support for accounting-related software issues (help desk style), escalate more complex issues to development or third-party accounting experts.
- Educate and empower customers on how to improve their processes to become more efficient.
- Supporting other team members with accounting/bookkeeping questions and spreading your knowledge.
- Stay current with HMRC's current accounting legislation relating to the motor trade, especially the VAT margin scheme.
- Ask about, listen to and understand our customers' bookkeeping and accountancy challenges and further our customer feedback loop to allow us to improve our products and services through customer feedback and ideas.
Must have skills
- Solid bookkeeping and accounting experience (ideally at least 2–5 years), including VAT, reconciliations, ledger entries, invoicing, etc.