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Benefits: 25 days holiday, plus an extra 5 days holiday incentive scheme
Location: Hatfield
Hours: Mon-Fri 9:00am - 5:00pm
***MUST HAVE - Experience as a Client Portfolio Manager in an Accountancy Practice ***
What you want to know about this employer:
* Forward-thinking accountancy practice renowned for helping clients plan for the future
* Extremely 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-moving 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 for work not on an FPA (Fixed Price Agreement)
* Prepare IRIS accounting records for new clients using opening trial balances, tax computations, and other relevant information from previous accountants
* Prepare personal tax computations and self-assessment tax returns
* Prepare statutory accounts using the IRIS system
* Handle larger jobs from SAGE and/or manual records, posting to IRIS, including business tax computations
* Review bookkeeping, management accounts, annual accounts, and tax returns for accuracy based on client information, including notes
* Prepare accounts reports upon job completion
* Be the main point of contact for clients within the portfolio
* Provide support and training to team members to develop their skills
* Keep up to date with relevant legislation and accounting standards
* Supervise the preparation of management accounts
* Tailor management accounts templates to meet individual client needs
* Prepare budgets and forecasts for clients
* Handle tax credit claims and HMRC queries on behalf of clients
* Attend and run client board view meetings
Attributes:
* Qualified or part-qualified accountant
* Minimum of 3 years managing a busy client portfolio
* Act as main point of contact for clients, understanding their needs and ensuring satisfaction
* Work with precision, good attention to detail, and high standards
* Driven and motivated 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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