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Client lead

Worcester
Permanent
Four Squared Recruitment Ltd
Posted: 5h ago
Offer description

Ballards LLP are an award-winning firm of chartered accountants, with offices in Worcester, Droitwich, and Birmingham. With a modern approach to accountancy and a passion for providing excellent client service, Ballards LLP provides a wide range of accountancy services across a variety of sectors. We’re looking for a proactive and client-focused finance professional to join our friendly and growing Outsourced Accounts team as Client Lead. In this role, you'll act as the lead contact for up to 20 clients, delivering high-quality bookkeeping and accounting support using cloud-based software, primarily Xero. About the role: * Main point of contact for a portfolio of clients, managing day-to-day communications, building strong working relationships, and ensuring their financial processes run smoothly and on time. * Prepare accurate and timely VAT returns in compliance with current regulations, ensuring clients meet their obligations without issue. * Responsible for generating and processing client sales invoices, ensuring all revenue is captured accurately and on schedule. * Manage the entry and coding of supplier and customer invoices, making sure all transactions are recorded properly in Xero. * Accurately post payroll-related journals, ensuring that all costs are properly accounted for in the financial statements. * Communicate with clients to clarify queries, provide updates, or explain financial matters...

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