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An experienced Senior Accountant /Client Manager is required to join a forward thinking, Chartered Accountancy Practice based in Potters Bar, Hertfordshire. This is a client facing Accounting role as you will be managing your own portfolio of clients with the assistance of a Semi-Senior Accountant, who you will be closely working with. You will be working with a variety of clients from sole traders - high net worth organisations.
Client Manager Position Overview
As Portfolio Manager, you will be a qualified or Part ACCA/ ACA qualified Chartered Accountant or Client Manager/Accounts Manager with 5 years minimum Practice experience, who is able to work efficiently within a small accounting team, you will need excellent attention to detail and be able to respond quickly to queries and think on your feet.
- Review the bookkeeping, management accounts, annual accounts and tax returns Prepare the accounts report to be sent to the client upon completion of a job.
- Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
- Plan the workload for the accounts team using the team planner.
- Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients.
- Agreeing fees with clients in advance of commencing work for clients not on an FPA
- Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
- Be the main point of contact for clients within the portfolio.
- 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
- Ensuring all disclosures are correctly included in the statutory accounts prepared.
- Preparation of management accounts and liaising with clients.
- Ensure that we are providing all clients with the best possible service and meeting their expectations always.
Client Manager Position Requirements
Minimum of 5 years' experience in practice
Client facing experience
Accounts Senior experience - reviewing accounts
ACA or ACCA qualified - or remaining few papers to complete
Ideally ACA /ACCA qualified or part qualified
Strong communication skills
Team player
Passion to help your clients grow
Experience converting prospective clients and promoting service
Able to solely review compliance work, deal with sign offs, filings and queries
Client Manager Position Remuneration
Salary of 40,000 - 60,000 dependant on skills and experience
On-going training and career development
Office based position
Gold acca training firm
parking on site
Direct Partner report - excellent career progression opportunities
Based in Potters Bar - Hertfordshire
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, and contact you in relation to this application and the services we offer.
