Client Accountant (PQ)

Trades Workforce Solutions; England; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A financial services company based in the UK is seeking a Client Manager to manage a portfolio of clients including sole traders and limited companies. The role requires ACA/ACCA qualification and experience in preparing accounts and tax returns. Responsibilities include client communication and managing deadlines. This position offers a competitive salary between £40k and £50k, hybrid working options, and a comprehensive benefits package including pension and holiday entitlement.

Benefits

Pension scheme

25 days holiday increasing to 29

Parking on site

Qualifications

• Essential: ACA/ACCA qualified.
• Essential: Worked in practice managing own portfolio.
• Essential: Experienced in preparing accounts and tax returns.

Responsibilities

• Manage own portfolio of clients including sole traders and limited companies.
• Prepare accounts and deal with corporate and personal tax.
• Handle bookkeeping for clients and prepare/review VAT returns.

Skills

Sage knowledge

Xero knowledge

Communication skills

Education

ACA/ACCA qualified

Tools

Sage

Xero

Iris

Job description

Job Title: Client Manager

Responsible to and reports to: Directors

Staffing responsibilities: No management responsibilities – just supporting other staff when required

Main purpose of role: Manage own portfolio of clients to support directors and clients

Responsibilities

• Manage own portfolio of clients including sole traders, partnerships, LLPs, limited companies and charities.
• Prepare accounts and deal with corporate tax and personal tax.
• Handle bookkeeping requirements for a few clients.
• Prepare/review VAT returns.
• Client contact including face‑to‑face meetings, emails and telephone conversations.
• Ensure filing deadlines are met.
• Provide tax advisory work when required.

Personal Specification

Education/Qualifications

• Essential: ACA/ACCA qualified
• Desirable: —

Work Experience

• Essential: Worked in practice managing own portfolio; experienced in preparing accounts, tax returns and VAT returns.
• Desirable: —

Skills and Knowledge

• Essential: Sage and Xero knowledge
• Desirable: Iris experience

Personal Attributes

• Essential: Comfortable communicating with clients; can work on own and as part of a team; can drive and has own car.
• Desirable: —

Salary and Benefits

• Salary Band: £40-£50k depending on experience and qualifications
• Pension: Auto-enrolment scheme
• Bonus details: Adhoc at directors’ discretion
• Holiday entitlement: 24 days increasing by 1 extra day per year after first full year of employment up to a maximum of 29 days. 3 or 4 days to be used at Christmas when office closed.
• Hours of Work: 9‑5 Monday to Friday with 30‑minute lunch break
• Additional Benefits: Parking on site

Additional Information

• Role based at: Homeworking / office working procedures in place: Hybrid – 2 days in office and 3 days at home after 3 month probationary period. Homeworking not essential – can be office based for 5 days if preferred.