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For Companies At a Glance
- Tasks: Manage client portfolios and deliver tailored financial services.
- Company: Join a dynamic firm focused on proactive client relationships and business advisory.
- Benefits: Enjoy flexible working, 28 days leave, and full support for your professional development.
- Why this job: Be part of a supportive team in a modern office with great culture and growth opportunities.
- Qualifications: AAT qualification preferred; experience with cloud accounting software is a plus.
- Other info: Weekly meetings and quarterly reviews to boost your personal development.
The predicted salary is between 26810 - 35210 ÂŁ per year.
Our client accountant role differs from that of a traditional accounts manager. The role involves the preparation of statutory accounts & tax returns, but with a pro-active approach…
More time will be spent dealing with clients throughout their financial year, delivering business advisory and development services alongside the above.
Responsibilities
- Manage a client portfolio including limited companies, sole traders, partnerships and individuals.
- Oversee and manage all aspects of clients’ service delivery including preparation of year-end accounts, management accounts, bookkeeping, VAT etc. and value-added service assignments.
- Building and maintaining strong relationships with new and existing clients, acting as a main point of contact within the firm, keeping them informed of progress in relation to all aspects of service delivery and maintaining regular contact with them.
- Working with, communicating with and reviewing work completed by your Pod and resolving all issues, to provide a high-quality client service.
- Develop, train and motivate your Pod members and promote their development.
- Be knowledgeable of firm’s services and ability to cross-sell those services to your client base, based on a client’s needs.
Skills, Quals. & Experience
- Wide range of general practice experience for owner managed businesses, including taxation.
- Excellent communication skills both written and verbal.
- Ability to build relationships with clients and stakeholders throughout the business, working as a team.
- Excellent time management and organisational skills, deal with changing priorities and deadlines.
- Experience of using cloud-based accounting software packages, such as Sage, Xero, QuickBooks, etc.
- Excellent Microsoft Office skills, particularly Excel.
- Hold a full driving licence.
What’s on Offer?
The Pay Package
- Basic Salary £26,810 – £35,210pa, dependent on years’ experience and qualification.
- Employer Pension: 5% of salary above ÂŁ6,240 (employee matched, salary sacrifice).
- Overtime: Paid at “total salary” rate. Treated as pensionable earnings.
Working Arrangements
- The role is preferably full-time, 37.50 hours full working week (09:00 to 17:00 Mon to Fri, with 30 minutes break).
- Flexible working outside of core hours / working from home available on request.
- 28 days annual leave + bank holidays.
Learning & Development
- All qualifications & subscriptions paid for.
- Essential CPD during work hours.
- Weekly Pod Meetings.
- Quarterly 1-2-1s for Personal Development.
The Office
- A brand-new, custom designed office in Laceby.
- Fully decked kitchens & Refresh Room (inc. pool table).
Looking to join our team?
Please fill out this form and attach your CV and a covering letter.
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Client Accountant (AAT) employer: A G Smith & Co Limited
Contact Detail:
A G Smith & Co Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Accountant (AAT)
✨Tip Number 1
Familiarise yourself with cloud-based accounting software like Sage, Xero, or QuickBooks. Being able to demonstrate your proficiency in these tools during the interview will show that you're ready to hit the ground running.
✨Tip Number 2
Brush up on your communication skills, both verbal and written. Since the role involves building strong relationships with clients, being able to articulate your thoughts clearly will be crucial in making a positive impression.
✨Tip Number 3
Prepare examples of how you've successfully managed client portfolios in the past. Highlighting your experience with limited companies, sole traders, and partnerships will help you stand out as a candidate who understands the diverse needs of clients.
✨Tip Number 4
Show your enthusiasm for continuous learning and development. Mention any relevant qualifications or CPD activities you've undertaken, as this aligns with the firm's commitment to professional growth and will demonstrate your proactive approach.
We think you need these skills to ace Client Accountant (AAT)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Accountant. Highlight your experience in managing client portfolios and delivering business advisory services in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your communication skills, cloud-based accounting software experience, and ability to build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your proactive approach to client management and your understanding of the firm's services. Mention specific examples of how you've added value to previous clients.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for an accountant role.
How to prepare for a job interview at A G Smith & Co Limited
✨Know Your Numbers
As a Client Accountant, you'll be dealing with financial data regularly. Brush up on your knowledge of statutory accounts and tax returns, and be prepared to discuss how you've handled these in previous roles.
✨Showcase Your Communication Skills
Excellent communication is key in this role. Be ready to demonstrate how you've built relationships with clients in the past and how you keep them informed about their financial progress.
✨Familiarise Yourself with Cloud Software
Since experience with cloud-based accounting software is essential, make sure you're comfortable discussing your proficiency with tools like Sage, Xero, or QuickBooks. Highlight any specific projects where you've used these tools effectively.
✨Demonstrate Team Leadership
The role involves developing and motivating your Pod members. Prepare examples of how you've successfully led a team or mentored colleagues, showcasing your ability to promote their development.