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