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Client Manager Accountant, Watford, Hertfordshire
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Client:
Crisp Recruitment Ltd
Location:
Watford, Hertfordshire, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
11
Posted:
06.06.2025
Expiry Date:
21.07.2025
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Job Description:
Job Title: Accountant - Client Manager
Benefits: 25 days holiday, plus an extra 5 days holiday incentive scheme
Location: Hatfield
Hours: Mon-Fri, 9:00 am - 5:00 pm
Must Have: Experience as a Client Portfolio Manager in an Accountancy Practice
About the Employer:
* Forward-thinking accountancy practice renowned for helping clients plan for the future
* Well-organized, structured business with a professional yet down-to-earth culture
Purpose of Role:
Ambitious accountant with exceptional portfolio management experience, able to work in a fast-paced environment and oversee service delivery
Responsibilities:
* Plan the workload for the accounts team using the team planner
* Contact clients to agree timescales for receiving information to complete accounts and tax returns
* Agree fees with clients in advance of work, especially for non-FPA jobs
* Prepare IRIS accounting records for new clients, including opening trial balances and tax computations
* Prepare personal tax computations and self-assessment tax returns
* Prepare statutory accounts using IRIS
* Handle larger jobs from SAGE/manual records to IRIS, including business tax computations
* Review bookkeeping, management accounts, annual accounts, and tax returns for accuracy
* Prepare and send account reports to clients upon job completion
* Main point of contact for clients within the portfolio
* Support and train team members as needed
* Stay updated with relevant legislation and accounting standards
* Supervise preparation of management accounts and tailor templates
* Prepare budgets and forecasts for clients
* Handle Tax Credit claims and HMRC queries
* Attend and run client board meetings
Attributes:
- Qualified or part-qualified accountant
- Minimum of 3 years managing a busy client portfolio
- Main point of contact for clients, understanding their needs and ensuring satisfaction
- Attention to detail and high standards
- Driven to support company growth, upselling services, and onboarding new clients
Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield. We are working on behalf of our client to find suitable candidates for this opportunity.
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