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.
Entreprise
Jobtailor
Plateforme de publication
WHATJOBS
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