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