Client Advisor

Autograph Recruitment Ltd; Bath; On-site; GBP 34,000 - 52,000; Full time

Job summary

Autograph Recruitment Ltd is partnered with a well-established Bath accountancy practice to recruit a Client Adviser. You will manage a varied client portfolio, overseeing accounts, tax and business services while delivering proactive, high-quality service.

The ideal candidate is ACA or ACCA qualified with 2–3 years of post-qualification experience in practice, strong accounts prep and reporting, excellent communication, and familiarity with Xero or cloud accounting systems.

Qualifications

• ACA or ACCA qualification with 2–3 years post-qualification experience in practice
• Strong accounts preparation and financial reporting skills
• Excellent communication and client relationship skills
• Ability to manage own workload effectively
• Experience with Xero and cloud accounting is advantageous

Responsibilities

• Manage a varied portfolio of clients, overseeing the planning and delivery of accounts assignments and ensuring work is completed accurately, efficiently and within budget.
• Prepare and review statutory accounts, management accounts, VAT returns and corporation tax computations, with a strong understanding of UK financial reporting requirements.
• Produce financial forecasts and management information, and take the lead on specialist projects including valuations, accounting system reviews and cloud accounting conversions.
• Build strong, consultative client relationships, acting as a trusted point of contact and identifying opportunities to provide additional services and advice.
• Work closely with colleagues across accounts, tax, payroll, audit and administration to ensure all client requirements are identified and delivered.
• Support and develop junior members of the team, providing technical guidance while maintaining a high standard of client service and keeping your own technical knowledge up to date.

Skills

Communication skills

Client relationship

Time management

Team guidance

Education

ACA/ACCA qualified

Tools

Xero

Cloud accounting software

Job description

Client Adviser

Bath

We are working with a well-established and highly regarded accountancy practice based in Bath. Due to continued growth, they are looking to recruit an experienced Client Adviser to join their professional and supportive team.

As a Client Adviser, you will manage a varied portfolio of clients, overseeing their accounting, business services and tax requirements. You will play a key role in building strong client relationships, identifying opportunities to provide additional advice and services, and delivering a high-quality, proactive service.

You will be:

• Managing a varied portfolio of clients, overseeing the planning and delivery of accounts assignments and ensuring work is completed accurately, efficiently and within budget.
• Preparing and reviewing statutory accounts, management accounts, VAT returns and corporation tax computations, with a strong understanding of UK financial reporting requirements.
• Producing financial forecasts and management information, and taking the lead on specialist projects including valuations, accounting system reviews and cloud accounting conversions.
• Building strong, consultative client relationships, acting as a trusted point of contact and identifying opportunities to provide additional services and advice.
• Working closely with colleagues across accounts, tax, payroll, audit and administration to ensure all client requirements are identified and delivered.
• Supporting and developing junior members of the team, providing technical guidance while maintaining a high standard of client service and keeping your own technical knowledge up to date.

You will ideally be ACA or ACCA qualified and have at least 2-3 years' post-qualification experience gained within an accountancy practice or business services environment. You will have strong accounts preparation and financial reporting skills, excellent communication and client relationship skills, and the ability to manage your own workload effectively.

Experience with Xero and other cloud accounting systems would be advantageous, alongside a commercially aware and proactive approach.

Next steps

We look forward to hearing from you.