Account Manager / Accounts Associate - Permanent - based in Peterborough, PE1
Job Purpose:
This role is designed for an individual who can take full ownership of a portfolio of clients—from initial onboarding to day-to-day management and reporting. You will act as the primary point of contact for your clients, ensuring that their financial and operational needs are met with accuracy and professionalism.
Main Duties and Responsibilities:
Client Portfolio Management
* Manage the full lifecycle of client relationships, from sign-up to ongoing service.
* Serve as the day-to-day liaison for all client needs and queries via email, WhatsApp, or phone.
* Maintain and report accurate financial dashboards and KPIs for your portfolio.
* Ensure timely fee collection and actively manage the debt book for your clients.
* Encourage and support client setup on automated payment systems such as GoCardless.
Accounts & Tax Responsibilities
1. Review quarterly VAT returns prepared by junior team members.
2. Ensure accurate bookkeeping, data entry, and full bank reconciliations.
3. Oversee the preparation of annual accounts, ensuring compliance with FRS 102/105 regulations.
4. Review management accounts and profit & loss summaries prepared by the team.
5. Ensure timely submission of VA...