We are seeking a dedicated Client Accountant to manage a portfolio of clients,
ensuring the delivery of high-quality service. You will be supported by a Team Leader, Assistant
Accountants and other team members.
Key Responsibilities
* Manage a portfolio of 180-200 clients
* Communicate professionally with clients via calls and emails.
* Assist and train clients on using our bookkeeping portal.
* Offer tax planning and ad hoc advice as needed.
* Review and approve accounts before sending them to clients.
* Prepare self-assessment tax returns for client approval.
Candidate Requirements
* Excellent communication skills and the ability to build relationships with colleagues and
clients.
* Commitment to delivering outstanding customer service.
* Strong attention to detail and a solid understanding of accountancy principles.
* Ability to work well with others and communicate challenges and opportunities
effectively.
* Self-motivated with a strong work ethic.
* Casual dress code – no need for expensive, stuffy suits.
* No time sheets – focus on meaningful work without tracking every minute.
* Work in a forward-thinking, modern business environment.
* Use of an online bookkeeping portal – no more working through bags of receipts.
* Gain comprehensive knowledge of accountancy.
Person Specification
* Client Portfolio Management: Experience managing a portfolio of clients
* Positive Attitude: Demonstrates a proactive approach and takes ownership of tasks.
* Ambitious and Career-Oriented: Driven to achieve career goals and professional
growth.
* Accounting Knowledge: Strong understanding of accounting principles.
* Technical Proficiency: Experience with limited companies and accounting software.
* Attention to Detail: Meticulous and thorough in all tasks.
* Self-Management: Effectively manages workload and works methodically.
* Communication Skills: Excellent written and oral communication abilities.
* Team Player: Works well within a team environment.
* Personal Development: Committed to continuous learning and improvement.
* IT Savvy: Proficient with computers and technology.
Minimum Qualifications: Qualified AAT/ ACCA/ ACA or part qualified / Degree in Finance and Accounting.
* Full Time, Permanent
* Leeds Office
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