Job Description
Job Title: Accountant - Client Manager
Salary: £50,000 - £55,000
Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme
Location: Hatfield
Hours: Mon-Fri -9.00am - 5.00pm
***MUST HAVE - Experience as a Client Portfolio Manager in a Accountancy Practise ***
What you want to know about this employer
* Forward thinking Accountancy practise renowned for their ability to help clients plan for the future
* Extremely well organised structured business with a professional yet very down to earth culture
Purpose of role
Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery
Responsibilities:
* Plan the workload for the accounts team using the team planner.
* Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
* Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement)
* Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
* Preparation of personal tax computations and self-assessment tax returns.
* Preparation of statutory accounts using the IRIS system
* Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
* Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.
* Prepare the accounts report to be sent to the client upon completion of a job.
* Be the main point of contact for clients within the portfolio.
* Provide necessary support and training to all other team members as required to help them to develop their skills.
* Keeping up to date with relevant legislation and accounting standards
* Supervising the preparation of Management Accounts
* Tailoring the Management Accounts templates to meet individual client needs
* Preparation of budgets and forecasts on behalf of clients
* Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients
* Attending and running client Board view 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.
· Works with precision, good attention to detail and extremely 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