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- Tasks: Manage client portfolios and oversee service delivery in a fast-paced environment.
- Company: Crisp Recruitment Ltd is a forward-thinking accountancy practice based in Hatfield.
- Benefits: Enjoy 25 days holiday plus an extra 5 days holiday incentive scheme.
- Why this job: Join a dynamic team that values innovation and client success while developing your skills.
- Qualifications: Must have experience as a Client Portfolio Manager in an accountancy practice.
- Other info: Opportunity to provide support and training to team members while staying updated on legislation.
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
Hours: Mon-Fri -9
MUST HAVE - Experience as a Client Portfolio Manager in an Accountancy Practice
Forward thinking Accountancy practice renowned for their ability to help clients plan for the future.
Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery.
- 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.
- 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.
- 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 Tax Credit claims and dealing with HMRC queries on behalf of clients.
Qualified or Part qualified Accountant.
Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield.
Contact Detail:
Crisp Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountant - Client Director
✨Tip Number 1
Network with professionals in the accountancy field, especially those who have experience as Client Portfolio Managers. Attend industry events or join relevant online forums to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the IRIS accounting system and SAGE software, as these are crucial for the role. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering these tools.
✨Tip Number 3
Stay updated on the latest accounting legislation and standards. Subscribe to industry newsletters or follow relevant blogs to ensure you can discuss current trends and regulations during interviews.
✨Tip Number 4
Prepare to showcase your portfolio management experience by gathering specific examples of how you've successfully managed client accounts in the past. Be ready to discuss challenges you've faced and how you overcame them.
We think you need these skills to ace Accountant - Client Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Client Portfolio Manager in an accountancy practice. Emphasise your portfolio management skills and any relevant achievements that demonstrate your ability to work in a fast-paced environment.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the job description. Mention your familiarity with IRIS and SAGE systems, and how your experience aligns with the responsibilities outlined, such as preparing tax computations and managing client accounts.
Showcase Relevant Experience: In your application, provide specific examples of your past work that relate to the tasks mentioned in the job description, like preparing statutory accounts or dealing with HMRC queries. This will help demonstrate your capability for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in accounting roles.
How to prepare for a job interview at Crisp Recruitment Ltd
✨Showcase Your Portfolio Management Skills
Make sure to highlight your experience as a Client Portfolio Manager. Discuss specific examples of how you've successfully managed client accounts and delivered exceptional service, as this is crucial for the role.
✨Demonstrate Your Technical Knowledge
Be prepared to talk about your familiarity with accounting software like IRIS and SAGE. Mention any relevant qualifications or training that showcase your ability to handle statutory accounts and tax computations.
✨Emphasise Team Leadership Experience
Since the role involves supervising and training team members, share instances where you've led a team or provided support to colleagues. This will show your capability in fostering a collaborative work environment.
✨Stay Updated on Legislation
Discuss how you keep yourself informed about the latest accounting standards and legislation. This demonstrates your commitment to professional development and ensures you can provide accurate advice to clients.
