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, with whom you will be closely working. You will be working with a variety of clients from sole traders to high net worth organisations.
As Portfolio Manager, you will be a qualified or part ACCA/ACA qualified Chartered Accountant or Client Manager/Accounts Manager with a minimum of 5 years of Practice experience. You should be able to work efficiently within a small accounting team, possess excellent attention to detail, and be able to respond quickly to queries and think on your feet.
Key Responsibilities:
* Review 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 on timescales for receiving the information to complete accounts and tax returns.
* Plan the workload for the accounts team using the team planner.
* Liaise with the Office Manager regarding workflow and deadlines for jobs and billing clients.
* Agree fees with clients in advance of commencing work for clients not on an FPA.
* Prepare larger jobs from SAGE and/or manual records and post to IRIS, right through to business tax computations.
* Be the main point of contact for clients within the portfolio.
* Prepare the IRIS accounting records for new clients using opening trial balances, tax computations, and other salient information received from previous accountants.
* Prepare personal tax computations and self–assessment tax returns.
* Prepare statutory accounts using the IRIS system.
* Ensure all disclosures are correctly included in the statutory accounts prepared.
* Prepare management accounts and liaise with clients.
* Ensure that we are providing all clients with the best possible service and meeting their expectations.
Minimum 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 services.
* Able to solely review compliance work, deal with sign-offs, filings, and queries.
Salary of £40,000 – £60,000 dependent on skills and experience.
Ongoing 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.
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