Financial Account Manager

1 day ago


Windsor, Windsor and Maidenhead, United Kingdom RD Financial Recruitment Full time

Job Title: Financial Account Manager

Location: Windsor, Berkshire

Job Type: Full-time

Salary: £35k-£45k

About the Role:

We are seeking a highly skilled Financial Account Manager to join our team in Windsor, Berkshire. As a Financial Account Manager, you will be responsible for managing a portfolio of clients, coordinating efforts across various teams, and delivering exceptional service.

Key Responsibilities:

  • Financial Management: Oversee bookkeeping activities using Sage 50 Accounts, QuickBooks, and Xero.
  • Accounts Management: Assist with accounts payable/receivables and prepare VAT returns for sole traders, partnerships, and limited companies.
  • Financial Reconciliation: Prepare and reconcile balance sheet accounts.
  • Management Accounts: Prepare management accounts, including accruals and depreciation.
  • Payroll Assistance: Support payroll, pension, CIS, and other related areas.
  • Client Liaison: Communicate with clients to resolve queries and provide advice on accounting systems and processes.
  • Reporting: Prepare and review reports and documents for clients.
  • Quality Assurance: Work with QA Managers to ensure high standards of work.
  • Client Onboarding: Implement and adhere to standardised onboarding processes for new clients.
  • Sales Strategy: Collaborate with Sales Managers to improve pricing and agree on upsell targets.

About You:

To succeed in this role, you will need a combination of technical skills, organisational prowess, and a client-focused mindset. You will be a strong communicator, able to build and maintain effective relationships with clients and team members.

Essential Skills and Experience:

  • Technical Proficiency: Experience with Sage 50, Microsoft Excel, and ideally QuickBooks and Xero.
  • Communication: Strong verbal and written communication skills.
  • Organisational Skills: Excellent time management and the ability to multitask effectively.
  • Problem-Solving: A proactive approach to resolving issues.
  • Leadership: Strong organisational and leadership skills.
  • Interpersonal Skills: Ability to build and maintain effective relationships with clients and team members.
  • Customer Service: A strong focus on delivering exceptional customer service.
  • Training: Willingness to undertake further training to enhance your skills.

The Offer:

We offer a competitive salary of £35k-£45k, reflecting your experience and expertise. We are committed to your professional growth and development, providing opportunities for further training and career progression.

You will join a dynamic team where your contributions are valued, and your success is celebrated. The collaborative environment ensures you have the support and resources needed to excel in your role.



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