Accountant - Client Manager

Accountant - Client Manager

Hatfield Full-Time 43000 - 77000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client accounts, prepare tax returns, and lead a dynamic team.
  • Company: Join a forward-thinking accountancy practice known for client success and a supportive culture.
  • Benefits: Enjoy 25 days holiday plus an extra 5 days incentive, with a structured work-life balance.
  • Why this job: Be part of a professional yet down-to-earth team that values growth and innovation.
  • Qualifications: Must have managerial experience in accountancy and at least 3 years managing client portfolios.
  • Other info: Located in Hatfield, this role offers a chance to shape the future of client accounting.

The predicted salary is between 43000 - 77000 £ per year.

Salary: £50,000 - £55,000

Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme

Location: Hatfield

Hours: Mon-Fri - 9.00am - 5.00pm

MUST HAVE: Experience in an Accountancy Practice with Managerial responsibilities

What you want to know about this employer:

  • Forward thinking Accountancy practice renowned for their ability to help clients plan for the future
  • Extremely well organised structured business with a professional yet very down to earth culture

Purpose of role:

Ambitious Accountant with exceptional management experience, able to work in a fast moving environment to tight deadlines, as well as a good communicator both internally with Senior Management, and external clients.

Responsibilities:

  • Plan the workload for the accounts team using the team planner.
  • Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
  • Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
  • Preparation of personal tax computations and self-assessment tax returns.
  • Preparation of statutory accounts using the IRIS system.
  • Preparation of management accounts and liaising with clients.
  • Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
  • Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.
  • Prepare the accounts report to be sent to the client upon completion of a job.
  • Be the main point of contact for clients within the portfolio.
  • Provide necessary support and training to all other team members as required to help them to develop their skills.
  • Keeping up to date with relevant legislation and accounting standards.
  • Supervising the preparation of Management Accounts.
  • Tailoring the Management Accounts templates to meet individual client needs.
  • Preparation of budgets and forecasts on behalf of clients.
  • Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients.
  • Attending and running client Board view meetings.

Attributes:

  • Qualified or Part qualified Accountant.
  • Minimum of 3 years managing a busy client portfolio.
  • Management experience essential.
  • Review more efficient ways of working and implement new processes.
  • Works with precision, good attention to detail and extremely high standards.
  • Driven and motivated to support company growth.

Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield. We are working on behalf of our client to find suitable candidates for this opportunity.

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Contact Detail:

Crisp Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Accountant - Client Manager

✨Tip Number 1

Network with professionals in the accountancy field, especially those who have experience in managerial roles. Attend local industry events or join online forums to connect with potential colleagues and learn more about the company culture.

✨Tip Number 2

Research the latest trends in accountancy practices and be prepared to discuss how you can implement these in your role. Showing that you are proactive and knowledgeable will set you apart from other candidates.

✨Tip Number 3

Prepare to demonstrate your management skills during the interview. Think of specific examples where you've successfully led a team or improved processes, as this is crucial for the Client Manager position.

✨Tip Number 4

Familiarise yourself with the IRIS accounting system and any other relevant software mentioned in the job description. Being able to speak confidently about your experience with these tools will show your readiness for the role.

We think you need these skills to ace Accountant - Client Manager

Management Experience
Client Relationship Management
IRIS Accounting Software
SAGE Accounting Software
Tax Computation Preparation
Statutory Accounts Preparation
Personal Tax Returns
Attention to Detail
Budgeting and Forecasting
Communication Skills
Team Leadership
Problem-Solving Skills
Knowledge of Accounting Standards
Time Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in accountancy practices, especially any managerial responsibilities. Use specific examples that demonstrate your ability to manage a client portfolio effectively.

Craft a Strong Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Mention your ambition and how your management experience aligns with their need for an ambitious Accountant who can work under tight deadlines.

Showcase Relevant Skills: In your application, emphasise skills such as attention to detail, precision, and your ability to implement efficient processes. These are key attributes they are looking for in a candidate.

Prepare for Potential Questions: Think about potential interview questions related to managing a busy client portfolio and your approach to client communication. Be ready to discuss how you keep up with relevant legislation and accounting standards.

How to prepare for a job interview at Crisp Recruitment Ltd

✨Showcase Your Management Experience

Since the role requires managerial responsibilities, be prepared to discuss your previous management experience in detail. Highlight specific examples where you successfully led a team, managed client portfolios, or improved processes.

✨Demonstrate Your Technical Skills

Familiarise yourself with the IRIS and SAGE systems mentioned in the job description. Be ready to explain how you've used similar accounting software in the past and how it has helped you deliver accurate financial reports.

✨Prepare for Client Interaction Scenarios

As the main point of contact for clients, you’ll need excellent communication skills. Prepare for questions about how you would handle client queries, manage expectations, and ensure timely delivery of accounts and tax returns.

✨Research the Company Culture

This accountancy practice prides itself on a down-to-earth culture. Show that you understand their values by discussing how you align with their approach to client management and teamwork during the interview.

Accountant - Client Manager
Crisp Recruitment Ltd
Location: Hatfield
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