Senior Accountant Client Manager
1 month ago
As a seasoned Senior Accountant/Client Manager, you will be joining a forward-thinking Chartered Accountancy Practice based in Hertfordshire. This client-facing position involves managing your own portfolio of clients with the assistance of a Semi-Senior Accountant. You will work with various clients from sole traders to high net worth organizations.
As a Portfolio Manager, you must be a qualified or Part ACCA/ACA qualified Chartered Accountant or Client Manager/Accounts Manager with at least 5 years of practice experience. You should be able to work efficiently within a small accounting team and possess excellent attention to detail.
- Review bookkeeping, management accounts, annual accounts, and tax returns.
- Contact clients to agree on timescales for receiving 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.
- Prepare 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.
- Evaluate all disclosures correctly included in the statutory accounts prepared.
- Prepare management accounts and liaise with clients.
The ideal candidate must have:
- Minimum 5 years' experience in practice.
- Client-facing experience.
- Accounts Senior experience - reviewing accounts.
- ACA or ACCA qualified - or remaining few papers to complete.
- Ideal ACA/ACCA qualified or part qualified.
- Strong communication skills.
- Team player.
- Possession 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.
About the Salary and Benefits
You can expect a salary of £40,000 - £60,000 depending on your skills and experience. Additionally, you will receive ongoing training and career development opportunities. The office is based in Potters Bar, Hertfordshire, with parking available on site. You will have direct Partner report and excellent career progression opportunities.
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