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- Tasks: Manage client portfolios, oversee accounts team, and ensure accurate financial reporting.
- Company: Join a forward-thinking accountancy practice known for helping clients plan for the future.
- Benefits: Enjoy 25 days holiday plus an extra 5 days incentive scheme and a professional yet relaxed culture.
- Why this job: Be part of a dynamic team that values precision and supports your growth in a fast-paced environment.
- Qualifications: Must have 3+ years as a Client Portfolio Manager; qualified or part-qualified Accountant required.
- Other info: Located in Hatfield, with a focus on client satisfaction and service delivery.
The predicted salary is between 43000 - 58000 £ 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 as a Client Portfolio Manager in an Accountancy Practice
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 portfolio management experience, able to work in a fast moving environment and overseeing service delivery.
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.
- Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement).
- 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.
- 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 with a minimum of 3 years managing a busy client portfolio.
- Main point of contact for clients, understanding their needs and ensuring satisfaction.
- Works with precision, good attention to detail and extremely high standards.
- Driven and motivated to support company growth, upselling services and onboarding new clients.
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.
Client Manager Accountant employer: Crisp Recruitment Ltd
Contact Detail:
Crisp Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accountant
✨Tip Number 1
Make sure to highlight your experience as a Client Portfolio Manager in an accountancy practice during any networking opportunities. Engage with professionals in the field, attend relevant events, and connect with people on platforms like LinkedIn to showcase your expertise.
✨Tip Number 2
Familiarise yourself with the IRIS accounting system, as it's mentioned in the job description. If you have experience with similar software, be prepared to discuss how those skills can transfer to using IRIS effectively.
✨Tip Number 3
Demonstrate your understanding of client needs by preparing examples of how you've successfully managed client portfolios in the past. Be ready to share specific instances where you improved client satisfaction or streamlined processes.
✨Tip Number 4
Research the company culture of the forward-thinking accountancy practice. Tailor your conversations to reflect their values and show how your professional approach aligns with their down-to-earth ethos.
We think you need these skills to ace Client Manager Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Client Portfolio Manager in an Accountancy Practice. Use specific examples that demonstrate your ability to manage client relationships and deliver high-quality service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for accountancy and your understanding of the role. Mention how your skills align with the responsibilities listed in the job description, such as preparing tax computations and managing client accounts.
Highlight Relevant Experience: In your application, emphasise your experience with IRIS and SAGE systems, as well as your ability to prepare statutory accounts and manage client portfolios. This will show that you have the technical skills required for the position.
Showcase Your Soft Skills: Don't forget to mention your soft skills, such as attention to detail, communication, and the ability to work under pressure. These are crucial for a Client Manager Accountant role and can set you apart from other candidates.
How to prepare for a job interview at Crisp Recruitment Ltd
✨Showcase Your Client Management Skills
As a Client Manager Accountant, your ability to manage client portfolios is crucial. Be prepared to discuss specific examples of how you've successfully managed client relationships in the past, including any challenges you faced and how you overcame them.
✨Demonstrate Your Technical Knowledge
Make sure you are well-versed in the relevant accounting software, such as IRIS and SAGE. Be ready to explain your experience with these systems and how you've used them to prepare accounts and tax returns efficiently.
✨Understand the Company Culture
This accountancy practice prides itself on being professional yet down to earth. Research their values and be prepared to discuss how your personal work style aligns with their culture during the interview.
✨Prepare Questions for the Interviewers
Having insightful questions ready shows your interest in the role and the company. Ask about their approach to client management or how they support their accountants in staying updated with legislation and accounting standards.
