Account Officer Job Description: Top Duties and Qualifications

An Account Officer, or Accounting Technician, manages the financial transactions and records of a company. Their duties include monitoring financial transactions, processing invoices and managing a company’s overall expenses.

 

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Account Officer duties and responsibilities

Acting as the foundation of a company’s bookkeeping operation, Account Officers monitor all account transactions and check all outgoing and incoming funds. Other duties and responsibilities include:

  • Preparing and reviewing ledger balances and monthly accounts
  • Completing company tax returns
  • Preparing and submitting VAT returns and National Insurance contributions
  • Handling overall company expenses
  • Maintaining and monitoring the company’s financial systems
  • Managing monthly company payroll
  • Handling general account queries
  • Maintaining a record of all receipts and payments
  • Acting as a point of contact for all internal and external financial issues

 

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Account Officer Job Description Examples:

 

Example 1

*Accounts officer Job Description – Group of companies* *This role is to cover the financial aspect of a group of company.* *Key Responsibilities* * Create invoice into Xero * Statement reconciliation * Process supplier payments in line with factoring upload * Cross check invoices against both our in-house booking system and accounts system (xero) * Send payment confirmations to suppliers * Prepare and update invoice tracker that requires payment for Finance Director * Update payment in booking system * Creating weekly/monthly and yearly reports and forecast as required * CM2000 – finance manager reconciliation * Timesheets management * Reconcile Stripe, Payl8tr, Go cardless etc * Credit Control, chase customer payments due to prevent delay in receiving payments * Assist in taking card payments from clients over the phone * Reconcile customer payments between sales system and Xero * Factoring payment allocation * Creating weekly/monthly and yearly reports and forecast as required * Payroll management * Preparations of sales and cashflow reports * Handle/Prepare clients contract * Prepare new staff contract as required * Other ad hoc duties as requested *Additional responsibilities* · Handle document for company cars · Taking company cars on servicing etc · Accessing self storage to store, archive or collect archived · Access to other branches as required *Personal Specification* * Be able to communicate confidently with suppliers and clients * Be able to communicate confidently with staff as required * Be able to communicate confidently with learners * You will have excellent attention to detail * Be able to work well across all levels of the business * Ability to meet deadlines and be able to prioritise your workload * Previous experience in an accounts/finance role preferable * IT literate including Microsoft office and Excel (Essential) * Experience using accounting software (preferably Xero) * Fluent in English both written and Spoken * Previous experience in invoicing, credit control and payroll * Driving Licence (Essential) *Hours* This is a full-time permanent role. * £18,500 PA * Monday to Friday 8.50 am to 5.30 pm Education: * AAT level 3 qualification or above * Bookkeeping · Five GCSEs (or equivalent) to include Maths and English Reference ID: Accounts Officer Application deadline: 15/06/2021 Expected start date: 21/06/2021 Job Types: Full-time, Permanent Salary: £18,500.00 per year Schedule: * 8 hour shift * Monday to Friday COVID-19 considerations: Mask in office Social distancing Hand Sanitisers Experience: * invoicing: 1 year (required) * payroll: 1 year (required) * credit control: 1 year (required) * bookkeeping: 1 year (required) Work remotely: * No

Example 2

*Company description* We are a Engineering company that works across many sectors such as Rail, Infrastructure, Energy and Data *Job description* We are looking for an experienced *Bookkeeper / Accounts Administrator* to support the management team by providing up to date financial information to aid in the day to day running of the business. *Your role will include* * Invoicing distribution and payments * Management of payments * Purchase and sales ledger processing * Bank reconciliations * Generate weekly and monthly payroll * Daily upkeep of Sage system * Vehicle fuel expenditure * Maintain cost analysis spreadsheets, forecast of work in progress and cashflow * CIS processing * Payroll submissions * Supplier statements reports for the procurement team * Expense reporting * Assisting with the general administration of business *You will need to be* * An experienced bookkeeper. * Strong excel, sage and general accounts software skills. * Someone who flourishes when given responsibilities and takes a good sense of ownership for their work. * Positive attitude and the ability to be proactive, resourceful, detail-oriented and well organised. * Ability to work under tight schedules. * A fast learner with attention to detail. There is opportunity for some working from home, this is to be discussed at interview stage Expected Start Date: 30/06/2021 Job Types: Full-time, Part-time, Permanent Salary: per year Benefits: * Casual dress * Company events * Company pension * On-site parking Schedule: * 8 hour shift * Monday to Friday * No weekends Experience: * bookkeeping: 1 year (preferred)

Example 3

*_Accounts Officer_* *Reporting into the Financial Controller/Office Manager* *Key * · Collect weekly timesheets and generate reports. · Processes 4-weekly payrolls. · Dealing with queries and problems to payroll information. · Dealing with Pension automatic enrolment duties. · Maintaining and updating petty cash receipts for the business · Maintaining and updating company credit card expenditure. · Maintaining purchase ledger. · Dealing with internal financial requests. · Financial budgeting. · General office duties, including answering the telephone, dealing with queries and enquiries, managing emails, typing letters, general correspondence, filing, scanning and photocopying. · To follow all Health and Safety procedures. · To fulfil the requirements of equal opportunities policy and procedures and implement equality principles and practices within the context of the job. · Undertake any other duties / tasks assigned, which may additional include providing administration support to the Manager and other departments. · Travelling to homes as and when required. *The application will need to possess the following skills and experience: * · Experience of working in payroll and accounts department is essential. · Good knowledge of Microsoft Office, including Excel and Word. · Experience using SAGE. · Good communication skills, both written and oral. · Strong planning and organisation skills. · Ability to produce documents / reports to a high standard. · Ability to work to strict deadlines. Job Type: Full-time

What does an Account Officer do?

An Account Officer keeps detailed records of a company’s financial history. They track and analyse expenses and profits to help the company make decision for the future. Account Officers record payments, track expenses and process the invoices of the organisation daily. In some cases, they supervise other staff members who perform bookkeeping duties. Account Officers generally work in an office environment. They sit at a desk for long periods of time. They usually work 40 hours per week, but they may need to work overtime, especially during tax season. 

 

Account Officer skills and qualifications

A successful Account Officer candidate will have various prerequisite skills and qualifications that include: 

  • Attention to detail
  • Excellent maths skills
  • Ability to work well with others
  • Strong organisational skills
  • Knowledge of the computer software such as QuickBooks
  • Experience with Excel
  • Ability to work in a fast-paced environment
  • Excellent problem-solving abilities

 

Account Officer experience requirements

Prospective Account Officers must have several years of experience in the accounting field. Previous experience of working in an account or finance department is also helpful. It’s also beneficial if the applicant has several years of experience working with various accounting software or spreadsheets. 

 

Account Officer education and training requirements

Account Officers must have a degree and complete an apprenticeship training programme. The most relevant higher education college courses for this profession are Level 2 Foundation Certificate in Accounting accredited by the Association of Accounting Technicians (AAT) and Foundations in Accountancy accredited by the Association for Chartered Certified Accountants (ACCA). 

 

Account Officer salary expectations

According to Indeed Salaries, the average salary for an Account Officer is £23,456 per year. Starting salary often varies depending on factors, including experience of the candidate, the location of the position and the specifics of the company.

 

Job description samples for similar positions

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Account Officer job description FAQs

 

Who does an Account Officer report to?

This varies depending on the size of the company. An Account Officer working for a small company may be expected to handle all financial transactions for the entire company, from invoicing to payroll and may only need to report to the CEO of the company. An Account Officer for a large corporation however, may work in a department that only handles one aspect of accounting such as billings or tax returns. They will have to report to the head of their respective department. 

 

How can you make your Account Officer job description stand out?

An Account Officer is responsible for making a company run efficiently. Describe the services that the company provides and how the Account Officer’s role will help to enhance and expand the company. Also, focus on benefits for the employees such as the possibility of flexible working hours and the ability to grow within the company.

 

What is the difference between an Account Officer and an Account Executive?

An Account Executive works with clients to ensure their needs are met and their goals are achieved. They help clients understand exactly what their company can do for them and their product, as well as what services the company can provide. This is usually a leadership role within a company as they will communicate the client’s goals to other employees within the company. An Account Officer focuses on the day-to-day transactions and finances of the company and has very little contact with a company’s clients. 

 

Do Account Officers have different responsibilities in different industries?

The main responsibilities of an Account Officer are monitoring and recording the finances of a company and remain the same across all industries. However, the specifics of an industry will affect certain areas, such as tax returns. An Account Officer must understand the specific requirements of the industry, whether it be a charity or an insurance company, and understand how certain laws and requirements may affect their job. 

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