Client Accountant: Manage 180–200 Client Portfolio

Workwell; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Leeds is seeking a Client Accountant to manage a portfolio of 180-200 clients. You will provide expert financial guidance, assist clients with online bookkeeping, and offer tax planning advice. The ideal candidate will ensure high-quality service delivery and have strong communication skills. This role is essential in maintaining client relations and ensuring accurate financial reporting.

Qualifications

• Experience managing a portfolio of clients in accounting.
• Strong communication skills for professional client interactions.

Responsibilities

• Manage a portfolio of 180-200 clients.
• Provide expert financial guidance and service delivery.
• Assist clients with the online bookkeeping portal.
• Offer tax planning advice and review financial accounts.

Job description

A financial services firm in Leeds is seeking a Client Accountant to manage a portfolio of 180-200 clients. You will provide expert financial guidance, assist clients with online bookkeeping, and offer tax planning advice. The ideal candidate will ensure high-quality service delivery and have strong communication skills. This role is essential in maintaining client relations and ensuring accurate financial reporting.