Adviser - Accounting + Advisory Review
at PM+M Solutions for Business LLP
Higher Level Apprenticeship
Accounting
Lancashire
Review Submitted: April 2025
Overall Rating
4.3 /5
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Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis:
Day to day, I prepare year end accounts, management accounts & other misc. tasks. I interact with other team members - other advisers, as well as managers, directors & partners, as well as members of other teams - the tax team, audit team & payroll team most regularely. Externally, I interact with clients, via email or over the phone. This is to send over requests for information mainly, as well as occasionally answering any questions clients have. My main responsibilities are to complete my work on time & to the best of my ability, be organised individually & update other team members on work when necessary, be up to date with any training etc. and keep on top of my studies. My main project currently is completing AAT Level 4.