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 of Practice experience. You must be able to work efficiently within a small accounting team, demonstrating excellent attention to detail and the ability 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 on 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, ensuring all disclosures are correctly included. Prepare management accounts and liaise with clients. Ensure that we are providing all clients with the best possible service and meeting their expectations. 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. Strong communication skills. Team player. Passion to help your clients grow. Experience converting prospective clients and promoting service. Able to 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.
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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 on 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, ensuring all disclosures are correctly included. Prepare management accounts and liaise with clients. Ensure that we are providing all clients with the best possible service and meeting their expectations. 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. Strong communication skills. Team player. Passion to help your clients grow. Experience converting prospective clients and promoting service. Able to 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.
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