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Accounting and Digital Associate

SAINTES, 17
il y a 1 jour

Responsibilities

  • Support new clients in getting started with the firm\'s digital tools: client portal, billing software, document upload, etc.
  • Guide them in implementing their electronic invoicing process: connecting to the e-invoicing/dematerialisation platform, submitting invoices, and managing the approval workflow.
  • Create clear, tailored educational materials (how-to sheets, tutorials, step-by-step guides) and deliver short training sessions, internal and/or external.
  • Act as the liaison between the client and internal teams to ensure smooth communication from the outset of the relationship.
  • Identify issues, propose improvements, and contribute to optimizing our client onboarding process.
  • Detect additional client needs and escalate them to the assigned chartered accountant.
  • You will be assigned an appropriate client portfolio to maintain hands-on operational accounting experience.
  • Regular client visits will be required.

Qualifications

  • You are reliable and committed; you follow through on your commitments
  • You have a strong client focus and a commercial mindset
  • You are proactive and take initiative rather than waiting to be told what to do
  • You can reflect on and challenge your own ideas
  • You are organized, autonomous, and see tasks through to completion
  • You find solutions and do not get stuck on problems
  • You have a solid understanding of how an accounting firm operates
  • You have a strong foundation in accounting and tax principles
  • You are very comfortable with digital tools and able to upskill independently
  • You have knowledge of (or an active interest in) the electronic invoicing reform
  • You are able to create clear educational materials and deliver training sessions
  • You can manage multiple files/projects in parallel.
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