Client Accountant

Workwell For Recruiters; Leeds; On-site; GBP 30,000 - 50,000; Full time

Job summary

An innovative firm is on the lookout for a dedicated Client Accountant to oversee a diverse portfolio of clients. This role emphasizes delivering top-notch service and building strong relationships. You will work in a modern environment, free from the constraints of traditional accounting practices, such as time sheets. With a focus on meaningful work, you'll assist clients in navigating the bookkeeping portal and provide valuable tax planning advice. This position not only offers a chance to grow your accounting knowledge but also to thrive in a supportive team atmosphere where your contributions truly matter.

Benefits

Casual Dress Code

No Time Sheets

Supportive Team Environment

Focus on Meaningful Work

Qualifications

• Experience managing a client portfolio and strong accounting knowledge required.
• Commitment to outstanding customer service and excellent communication skills.

Responsibilities

• Manage a portfolio of 180-200 clients and communicate professionally.
• Prepare self-assessment tax returns and review accounts for clients.

Skills

Communication Skills

Attention to Detail

Client Portfolio Management

Accounting Knowledge

Technical Proficiency

Self-Management

Team Player

IT Savvy

Education

Qualified AAT/ACCA/ACA

Degree in Finance and Accounting

Tools

Online Bookkeeping Portal

Accounting Software

Job description

We are seeking a dedicated Client Accountant to manage a portfolio of clients,
ensuring the delivery of high-quality service. You will be supported by a Team Leader, Assistant
Accountants and other team members.

Key Responsibilities

• Manage a portfolio of 180-200 clients
• Communicate professionally with clients via calls and emails.
• Assist and train clients on using our bookkeeping portal.
• Offer tax planning and ad hoc advice as needed.
• Review and approve accounts before sending them to clients.
• Prepare self-assessment tax returns for client approval.

Candidate Requirements

• Excellent communication skills and the ability to build relationships with colleagues and
  clients.
• Commitment to delivering outstanding customer service.
• Strong attention to detail and a solid understanding of accountancy principles.
• Ability to work well with others and communicate challenges and opportunities
  effectively.
• Self-motivated with a strong work ethic.
• Casual dress code – no need for expensive, stuffy suits.
• No time sheets – focus on meaningful work without tracking every minute.
• Work in a forward-thinking, modern business environment.
• Use of an online bookkeeping portal – no more working through bags of receipts.
• Gain comprehensive knowledge of accountancy.

Person Specification

• Client Portfolio Management: Experience managing a portfolio of clients
• Positive Attitude: Demonstrates a proactive approach and takes ownership of tasks.
• Ambitious and Career-Oriented: Driven to achieve career goals and professional
  growth.
• Accounting Knowledge: Strong understanding of accounting principles.
• Technical Proficiency: Experience with limited companies and accounting software.
• Attention to Detail: Meticulous and thorough in all tasks.
• Self-Management: Effectively manages workload and works methodically.
• Communication Skills: Excellent written and oral communication abilities.
• Team Player: Works well within a team environment.
• Personal Development: Committed to continuous learning and improvement.
• IT Savvy: Proficient with computers and technology.

Minimum Qualifications: Qualified AAT/ ACCA/ ACA or part qualified / Degree in Finance and Accounting.

• Full Time, Permanent
• Leeds Office