Job Description

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

Salary

  • £28,000 – £33,000 per annum
  • Full Time, Permanent
  • Leeds Office