Job Description

Job Title: Client manager/Practice Accountant

The Role:

The role is client facing, so strong communication skills are essential. You will be involved in a variety of duties and compliance to help run and support the finance function of your clients. The work means you will gain a much broader deeper understanding of how to support modern businesses.

Requirements

Purpose: To be the trusted adviser to a portfolio of clients, advising on tax and financial matters and providing a robust finance function with the inclusion of the wider team.

Your duties will include

• Owning the relationships with a portfolio of clients
• Preparation of annual accounts
• Preparation of monthly and quarterly management accounts
• Personal tax returns
• The production of timely financial information, presented to the client in a way they understand
• Advising clients on tax and financial matters
• Bank/credit card reconciliation in Xero
• Maintaining purchase ledgers (with the use of Receipt Bank) and managing supplier payments
• Handling staff expense claims, ensuring that these are approved by the appropriate manager within the business, then handling payments
• Continuously streamlining all of the above to ensure that the client is as efficient as possible
• Managing Credit Control on behalf of clients
• Monthly preparation and submission of client VAT returns
• Monthly preparation and submission of a small number of payrolls
• Managing own workload, planning and managing jobs and tasks to ensure great service outcomes and peace of mind for the client

Who you are:

• AAT Level 4 or studying ACCA
• 2 years minimum Accountancy Practice experience
• Exposure to cloud accounting software such as Xero and Receipt Bank (Desirable to be certified on both or another Cloud Accounting Software)
• Experienced in managing client relationships
• Passionate about compliance work
• Competent in preparing and filing VAT returns

Your Benefits:

• Salary dependent on experience and qualification level between £20,000 - £28,000
• 20 (25 if ACCA qualified) days holiday & bank holidays (1 additional day for each years service up to 5 days)
• Gym membership - because being fit and healthy is essential for a happy and productive working environment
• Pension provided through auto-enrolment scheme
• Health plan provided by Healthshield
• Extra annual leave - Birthday and Christmas closure
• Full study support

Required Knowledge, Skills, and Abilities