Client Manager / Senior Accountant

WH Finance Ltd; York and North Yorkshire; On-site; GBP 55,000 - 75,000; Full time

Job summary

WH Finance Ltd is seeking a Client Accountant / Senior Accountant to service a diverse SME portfolio across sectors. You will oversee annual and management accounts production and utilise Xero Tax for business and personal tax planning.

In addition, you will build strong client relationships, meet KPI targets and deliver business advisory services including tax and financial management accounting, with clear path to Partner level for the right candidate.

Qualifications

• Experience producing annual and management accounts for multiple clients.
• Experience using Xero Tax for business and personal tax.
• Ability to meet KPI targets and maintain best practice.

Responsibilities

• Manage production of annual and management accounts for a diverse client base.
• Communicate effectively with clients to exceed expectations.
• Onboard new clients and develop lasting relationships.
• Identify cross-selling opportunities and contribute to growth.
• Provide business advisory services including tax and financial & management accounting.

Tools

Xero Tax

Job description

My client is a modern rapidly expanding practice and they are now looking to recruit a Client Accountant / Senior Accountant to diverse portfolio of clients of SME's across various sectors.

Typical duties will include:

• Ensure all customer communications exceed client expectations
• Management of the production of annual and management accounts for a variety of clients
• Assist in implementing the use of Xero Tax for both businesses and personal tax
• Meet the firms KPI’s
• Ensure best practice both to clients and internal working practice
• Update regularly and report to your Manager
• Provide business advisory services including tax advice, financial & management accounting
• Identify new business opportunities including cross selling of services
• Onboarding new clients and developing the relationship

Clear development prospects to Partner level are on offer for the right person and interviews are ongoing so