Client Accountant

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, who you will be closely working with. 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 Practice experience, who is able to work efficiently within a small accounting team. You will need excellent attention to detail and be able to respond quickly to queries and think on your feet.

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 always.

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.
On-going 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.