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Client Accountant

Bennett And Game Recruitment

Potters Bar

On-site

GBP 40,000 - 60,000

Full time

30+ days ago

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Job summary

Join a forward-thinking Chartered Accountancy Practice as a Senior Accountant / Client Manager, managing a diverse portfolio of clients. In this client-facing role, you will leverage your expertise to ensure the highest standards in accounting and client service. Collaborate with a dedicated team to review and prepare financial statements, tax returns, and management accounts. This innovative firm offers ongoing training and career development opportunities in a supportive environment. If you are passionate about helping clients thrive and possess the necessary qualifications and experience, this is the perfect opportunity for you.

Benefits

Ongoing training
Career development opportunities

Qualifications

  • 5+ years of practice experience in accounting.
  • Must be ACA or ACCA qualified or close to completion.

Responsibilities

  • Review and prepare accounts, tax returns, and management accounts.
  • Liaise with clients for information and deadlines.

Skills

Client Management
Attention to Detail
Team Collaboration
Problem Solving

Education

ACCA Qualification
ACA Qualification

Tools

SAGE
IRIS

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 as you will be managing your own portfolio of clients with the assistance of a Semi-Senior Accountant, whom you will be closely working with. You will be working with a variety of clients from sole traders to high net worth organizations.

As Portfolio Manager, you will be a qualified or Part ACCA/ACA qualified Chartered Accountant or Client Manager/Accounts Manager with a minimum of 5 years of Practice experience. You must be able to work efficiently within a small accounting team, demonstrating excellent attention to detail and the ability to respond quickly to queries and think on your feet.

Responsibilities:
  • Review bookkeeping, management accounts, annual accounts, and tax returns. Prepare the accounts report to be sent to the client upon completion of a job.
  • Contact clients to agree on timescales for receiving the information to complete accounts and tax returns.
  • Plan the workload for the accounts team using the team planner.
  • Liaise with the Office Manager regarding workflow and deadlines for jobs and billing clients.
  • Agree fees with clients in advance of commencing work for clients not on an FPA.
  • Prepare larger jobs from SAGE and/or manual records and post to IRIS, right through to business tax computations.
  • Be the main point of contact for clients within the portfolio.
  • Prepare the IRIS accounting records for new clients using opening trial balances, tax computations, and other salient information received from previous accountants.
  • Prepare personal tax computations and self-assessment tax returns.
  • Prepare statutory accounts using the IRIS system, ensuring all disclosures are correctly included.
  • Prepare management accounts and liaise with clients.
  • Ensure that we provide all clients with the best possible service and meet their expectations.
Minimum Requirements:
  • Minimum of 5 years' experience in practice.
  • Client-facing experience.
  • Accounts Senior experience - reviewing accounts.
  • ACA or ACCA qualified - or remaining few papers to complete.
  • Team player with a passion to help clients grow.
  • Experience converting prospective clients and promoting services.
  • Able to solely review compliance work, deal with sign-offs, filings, and queries.

Salary of £40,000 - £60,000 depending on skills and experience. This is an office-based position with ongoing training and career development opportunities. Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex, operating across the UK with specialist teams covering a range of industries.

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