Job Purpose
Our offices in Leeds have been established for over 15 years, specialising in providing online accountancy support to contractors and small companies. We provide our clients with an online bookkeeping portal and all accountancy related services for a fixed monthly fee, so there is no mundane completion of time sheets with us. We communicate with our clients over phone or email which means we have a relaxed dress code. The role is for a Client Accountant, you would be holding a portfolio of clients and ensuring we maintain the high level of service we provide to all our clients, with the support of a Team Leader, Assistant Accountants, and other support team members.
Main Responsibilities
• Managing a portfolio of up to 170 clients. • Dealing with client queries in a timely and professional manner. • Training / assisting clients to use our bookkeeping portal correctly and efficiently • Providing advice on Tax planning and maximizing Tax efficiencies • Reviewing accounts and approving them to be sent to the client. • Preparing self-assessment tax returns to send to clients for approval. • Keeping fully up to date with new tax laws, rules, and regulations for limited companies• Ability to be a technical advisor when needed in-house• Building, developing and maintaining relationships with existing and new clients (no BD)
Skills, knowledge, and experience required
• Good attitude...