At a Glance
- Tasks: Manage your own client portfolio and provide top-notch financial support.
- Company: Join a modern, digital accountancy firm with a friendly team.
- Benefits: Competitive salary, funded training, pension scheme, and Christmas closure.
- Other info: Dynamic environment with opportunities for professional development.
- Why this job: Work with creative clients and grow into a Client Manager role.
- Qualifications: AAT Level 4 qualified or equivalent experience in accountancy.
The predicted salary is between 39600 - 48400 £ per year.
At Alchemy Accountancy, you can expect to join a close-knit team within a modern and growing digital practice, working with fantastic small businesses, predominantly in the digital, creative and media sectors. Our business exists to help these clients with all aspects of their financial operations. Our services range from data integrity and bookkeeping through to financial reporting, tax and business advisory. We use cloud tools like FreeAgent and Xero to keep things efficient, clear and collaborative.
About the role
You will own your own portfolio of clients and be their main day-to-day contact within the practice. You’ll build strong relationships, keep their records in good shape, and take responsibility for preparing high-quality accounts and tax work. You’ll also support Client Managers on larger or more complex clients, providing the underlying technical work they need to give advice and insight.
What you’ll do
- Client work & relationships
- Act as the main point of contact for your own portfolio of clients
- Build positive, friendly relationships and provide a calm, helpful point of contact
- Answer day-to-day queries on bookkeeping, software and basic tax questions, referring more complex matters to a Client Manager where appropriate
- Help clients keep their records accurate and complete in FreeAgent or Xero
- Technical & compliance work
- Review and tidy bookkeeping prepared by clients and bookkeepers, ensuring the integrity of our clients data
- Prepare working papers and reconciliations (bank, control accounts, accruals/prepayments, fixed assets, etc.)
- Prepare draft statutory accounts for limited companies from trial balance, ready for review
- Prepare corporation tax computations and draft CT600s for review
- Prepare VAT returns, payroll submissions, and self-assessment tax returns as required
- Assist with management accounts (monthly/quarterly packs) where needed
- Liaise with HMRC on routine client matters (payment queries, statements, coding notices, etc.)
- Maintain accurate client records and job status notes on our practice management system
- Use FreeAgent/Xero and our practice management tools to manage your own workload and deadlines
- Spot recurring issues in bookkeeping and suggest improvements to checklists and processes
- Work collaboratively with Bookkeepers and Client Managers to provide a smooth, consistent client experience
- Share tips and help peers with software or process queries
What you’ll need
- At least 2 years’ experience in an accountancy practice environment
- AAT Level 4 qualified (or close to completion), or equivalent experience
- Solid understanding of:
- Double-entry bookkeeping and trial balances
- Limited company accounts and basic corporation tax
- VAT (including common schemes) and payroll fundamentals
- Strong experience with cloud accounting software – ideally FreeAgent and/or Xero
- Excellent literacy, numeracy and communication skills
- Excellent organisational skills and the ability to manage your own workload across multiple deadlines
- High attention to detail and good problem-solving skills
- A desire to do things right, always, and to take ownership of your work
- Confidence with technology, and an eye for automation and efficiency
What you’ll get
- £30,000 – £35,000 per annum (depending on qualification and experience)
- Funded training and support towards your professional qualification (e.g. ACCA)
- Christmas closure
- Participation in company pension scheme
- The opportunity to work closely with digital and creative clients and build towards a Client Manager position
Client Accountant in Preston employer: Alchemy Accountancy Limited
At Alchemy Accountancy, we pride ourselves on fostering a supportive and collaborative work environment where our team members can thrive. As a Client Accountant, you'll enjoy the benefits of working with innovative small businesses in the digital and creative sectors, while also receiving funded training towards your professional qualifications. Our modern practice not only values your contributions but also encourages personal growth and development, making it an excellent place for those seeking meaningful and rewarding employment.
Contact Details:
Alchemy Accountancy Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Accountant in Preston
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We think you need these skills to ace Client Accountant in Preston
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✨Brush Up on Financial Analysis Skills
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