Client Accountant

Job Title: Client Accountant

About Us: A trusted provider of online accountancy support for over 15 years, specialising in services for contractors and small businesses. We offer a comprehensive online bookkeeping portal and all related accountancy services for a fixed monthly fee, eliminating the need for time sheets. Our communication with clients is primarily via phone and email, allowing for a relaxed dress code.

Role Overview: We are seeking a dedicated Client Accountant to manage a portfolio of clients, ensuring the delivery of high-quality service. You will be supported by a Team Leader, Assistant Accountants and other team members.

Key Responsibilities:

• Manage a portfolio of 180-200 clients.
• Communicate professionally with clients via calls and emails.
• Provide excellent customer service.
• Assist and train clients on using our bookkeeping portal.
• Offer tax planning and ad hoc advice as needed.
• Review and approve accounts before sending them to clients.
• Prepare self-assessment tax returns for client approval.

Candidate Requirements:

• Excellent communication skills and the ability to build relationships with colleagues and clients.
• Commitment to delivering outstanding customer service.
• Strong attention to detail and a solid understanding of accountancy principles.
• Ability to work well with others and communicate challenges and opportunities effectively.
• Self-motivated with a strong work ethic.

Benefits:

• Casual dress code - no need for expensive, stuffy suits.
• No time sheets - focus on meaningful work without tracking every minute.
• Work in a forward-thinking, modern business environment.
• Use of an online bookkeeping portal - no more working through bags of receipts.
• Gain comprehensive knowledge of accountancy.

Person Specification

Essential:

• Client Portfolio Management: Experience managing a portfolio of clients
• Positive Attitude: Demonstrates a proactive approach and takes ownership of tasks.
• Ambitious and Career-Oriented: Driven to achieve career goals and professional growth.
• Accounting Knowledge: Strong understanding of accounting principles.
• Technical Proficiency: Experience with limited companies and accounting software.
• Attention to Detail: Meticulous and thorough in all tasks.
• Self-Management: Effectively manages workload and works methodically.
• Communication Skills: Excellent written and oral communication abilities.
• Team Player: Works well within a team environment.
• Personal Development: Committed to continuous learning and improvement.
• IT Savvy: Proficient with computers and technology.

Desirable:

Qualified AAT/ ACCA/ ACA or part qualified / Degree in Finance and Accounting