Client Accountant

Workwell; Leeds; On-site; GBP 28,000 - 33,000; Full time

Job summary

A leading company in the accounting sector is seeking a Client Accountant to manage a diverse portfolio of clients. The role involves providing expert financial guidance, assisting clients with bookkeeping, and ensuring high-quality service delivery. With a focus on professional growth, this full-time position offers competitive salary and benefits including annual leave and pension.

Benefits

25 days annual leave + bank holidays

Pension

Life Assurance

Cycle to Work Scheme

Annual Pay Review

Employee Referral

Qualifications

• Experience managing a client portfolio.
• Proactive and ambitious with a focus on personal development.
• Detail-oriented with excellent communication skills.

Responsibilities

• Manage a portfolio of 180-200 clients.
• Provide tax planning advice and prepare self-assessment tax returns.
• Assist clients with the bookkeeping portal.

Skills

Client Portfolio Management

Communication

Attention to Detail

IT Savvy

Education

Accounting knowledge

Tools

Accounting software

Job description

Join to apply for the Client Accountant role at Workwell.

What You’ll Be Doing

As the Client Accountant at Clever Accounts (A Workwell Company), you will manage a portfolio of 180-200 clients, providing expert financial guidance and ensuring high-quality service delivery. You will assist clients with our online bookkeeping portal, offer tax planning advice, and review financial accounts before submission.

What You’ll Bring To The Team

• Manage a portfolio of 180-200 clients.
• Communicate professionally with clients via calls and emails.
• Provide excellent customer service.
• 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.

We’d Love To Hear From Someone That

• Has Client Portfolio Management experience.
• Demonstrates a proactive approach and takes ownership of tasks.
• Is ambitious and career-oriented: Driven to achieve career goals and professional growth.
• Has accounting knowledge.
• Is experienced with limited companies and accounting software.
• Is meticulous with attention to detail.
• Can effectively manage workload and work methodically.
• Has excellent communication skills.
• Is a team player.
• Is committed to personal development.
• Is IT savvy.

What’s next?

Our recruitment team will be in touch for an initial screening call if your application is shortlisted. Please note that due to high application volumes, we may not be able to respond to every applicant individually.

What We Can Offer You

• 25 days annual leave (increasing with service) + bank holidays
• Pension
• Life Assurance
• Cycle to Work Scheme
• Awards
• Long Service Recognition
• Spectrum life
• Annual Pay Review
• Employee Referral
• Salary: £28,000 - £33,000
• Office Based
• Mon - Fri 9:00 - 17:30
• Leeds Office
• Full Time, Permanent

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Accounting

Referrals increase your chances of interviewing at Workwell by 2x.

Set Job Alerts

Sign in to set job alerts for “Client Accountant” roles.

Locations recently posted: Leeds, Bradford, Knaresborough, Harrogate, Wakefield, West Yorkshire, England.