Client Accountant

Bennett & Game Recruitment Limited; Potters Bar; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Chartered Accountancy Practice in Potters Bar is seeking an experienced Senior Accountant / Client Manager. This client-facing role involves managing a diverse portfolio, ensuring excellent service while preparing accounts and tax returns. The ideal candidate will have at least 5 years of practice experience and strong communication skills, contributing to client growth and satisfaction.

Benefits

Ongoing training and career development

On-site parking

Direct partner reporting

Excellent career progression opportunities

Qualifications

• Minimum of 5 years' practice experience.
• Experience reviewing accounts as an Accounts Senior.

Responsibilities

• Manage a portfolio of clients with assistance from a Semi-Senior Accountant.
• Prepare statutory accounts and management accounts.
• Serve as the main point of contact for clients.

Skills

Communication

Team Player

Client-facing Experience

Education

ACA or ACCA qualified

Job description

An experienced Senior Accountant / Client Manager is required to join a forward-thinking, Chartered Accountancy Practice based in Potters Bar, Hertfordshire. This is a client-facing accounting role where you will manage your own portfolio of clients with the assistance of a Semi-Senior Accountant, working closely with them. You will work with a variety of clients from sole traders to high net worth organisations.

Client Manager Position Overview

As a Portfolio Manager, you will be a qualified or part-qualified ACCA/ACA Chartered Accountant or Client Manager/Accounts Manager with at least 5 years of practice experience. You should be able to work efficiently within a small accounting team, with excellent attention to detail, and respond quickly to queries, thinking on your feet.

• Review bookkeeping, management accounts, annual accounts, and tax returns. Prepare the accounts report to be sent to the client upon completion of each job.
• Contact clients to agree timescales for receiving information to complete accounts and tax returns.
• Plan the workload for the accounts team using the team planner.
• Liaise with the Office Manager regarding workflow, deadlines, and billing.
• Agree fees with clients in advance of work for clients not on an FPA.
• Prepare larger jobs from SAGE and/or manual records and post to IRIS, including business tax computations.
• Serve as the main point of contact for clients within the portfolio.
• Prepare IRIS accounting records for new clients, using opening trial balances, tax computations, and other information from previous accountants.
• Prepare personal tax computations and self-assessment tax returns.
• Prepare statutory accounts using the IRIS system, ensuring all disclosures are included.
• Prepare management accounts and liaise with clients.
• Ensure all clients receive the best possible service and that their expectations are met.

Client Manager Position Requirements

• Minimum of 5 years' practice experience.
• Client-facing experience.
• Experience reviewing accounts as an Accounts Senior.
• ACA or ACCA qualified, or with only a few papers remaining.
• Strong communication skills.
• Team player.
• Passion for helping clients grow.
• Experience in converting prospective clients and promoting services.
• Ability to review compliance work, deal with sign-offs, filings, and queries independently.

Client Manager Position Remuneration

• Salary of £40,000 - £60,000 depending on skills and experience.
• Ongoing training and career development.
• Office-based position.
• Gold ACCA training firm.
• On-site parking.
• Direct partner reporting with excellent career progression opportunities.
• Based in Potters Bar, Hertfordshire.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex, operating across the UK with specialist teams covering various industries.

We act as a recruitment agency for this vacancy. By applying, you consent to us processing your data, contacting you about our services, and submitting your CV for the role.