Client Accountant

www.topfinancialjobs.co.uk - Jobboard; Potters Bar; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a forward-thinking Chartered Accountancy Practice as a Senior Accountant / Client Manager. This role involves managing a diverse portfolio of clients, from sole traders to high net worth organizations, while ensuring excellent client service. You will review accounts, prepare tax computations, and liaise closely with clients to meet their needs. With ongoing training and career development opportunities, this is a fantastic chance to grow within a supportive environment. If you have a passion for helping clients succeed and a strong accounting background, this position is perfect for you.

Benefits

Ongoing training and career development

Excellent career progression

Part of a Gold ACCA training firm

Qualifications

• 5+ years of practice experience in accounting.
• Strong client-facing skills and ability to manage a portfolio.

Responsibilities

• Review bookkeeping and prepare management accounts.
• Serve as the main point of contact for clients.

Skills

Client Management

Bookkeeping Review

Tax Computations

Account Preparation

SAGE Accounting Software

Education

ACA or ACCA Qualified

Tools

IRIS Accounting Software

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 support of a Semi-Senior Accountant, working closely with them. The role involves working with a variety of clients, from sole traders to high net worth organizations.

Key Responsibilities

1. Review bookkeeping, management accounts, annual accounts, and tax returns. Prepare account reports upon job completion.
2. Contact clients to agree on timescales for providing information needed to complete accounts and tax returns.
3. Plan workload for the accounts team using the team planner.
4. Liaise with the Office Manager regarding workflow, deadlines, and billing.
5. Agree fees with clients in advance for non-FPA clients.
6. Prepare larger jobs from SAGE and manual records, posting to IRIS, including business tax computations.
7. Serve as the main point of contact for clients within your portfolio.
8. Prepare IRIS accounting records for new clients using opening trial balances and previous records.
9. Prepare personal tax computations and self-assessment tax returns.
10. Prepare statutory accounts using IRIS, ensuring all disclosures are included.
11. Prepare management accounts and liaise with clients.
12. Ensure delivery of excellent client service and meet client expectations.

Minimum Requirements

• At least 5 years of practice experience.
• Client-facing experience.
• Experience reviewing accounts as an Accounts Senior.
• ACA or ACCA qualified, or remaining papers to complete.
• Team player with a passion for helping clients grow.
• Experience converting prospects and promoting services.
• Ability to review compliance work, handle sign-offs, filings, and queries independently.

Additional Information

• Salary: £40,000 - £60,000 depending on skills and experience.
• Ongoing training and career development.
• Office-based position.
• Part of a Gold ACCA training firm.
• Excellent career progression with direct reporting to the Partner.
• Location: 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 in various industries.

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