Financial Expert

2 days ago


Potters Bar, Hertfordshire, United Kingdom Austin Fraser Full time
Senior Accountant / Client Manager

A forward-thinking Chartered Accountancy Practice based in Hertfordshire seeks an experienced Senior Accountant / Client Manager to manage their own portfolio of clients. This client-facing role involves working closely with a Semi-Senior Accountant and requires excellent attention to detail, as well as the ability to respond quickly to queries.


About the Role

The ideal candidate 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. They should possess the skills to work efficiently within a small accounting team and have excellent communication skills.


Key Responsibilities
  1. Review bookkeeping, management accounts, annual accounts, and tax returns.
  2. Prepare the accounts report to be sent to the client upon completion of a job.
  3. Contact clients to agree on timescales for receiving the information to complete accounts and tax returns.
  4. Plan the workload for the accounts team using the team planner.
  5. Liaise with the Office Manager regarding workflow and deadlines for jobs and billing clients.
  6. Prepare larger jobs from SAGE and/or manual records and post to IRIS, right through to business tax computations.
  7. Prepare the IRIS accounting records for new clients using opening trial balances, tax computations, and other salient information received from previous accountants.
  8. Prepare personal tax computations and self-assessment tax returns.
  9. Prepare statutory accounts using the IRIS system and ensure all disclosures are correctly included.
  10. Prepare management accounts and liaise with clients.
  11. Accounts Senior experience - reviewing accounts.
  12. ACA or ACCA qualified - or remaining few papers to complete.
  13. Ideally ACA/ACCA qualified or part qualified.

The estimated salary for this role is around £55,000-£65,000 per annum, depending on experience.



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