At a Glance
- Tasks: Manage a diverse portfolio of clients and provide tailored financial advice.
- Company: Dynamic accountancy firm with a focus on client relationships.
- Benefits: Competitive salary, hybrid working options, and professional development opportunities.
- Other info: Join a supportive team with excellent career growth potential.
- Why this job: Take ownership of your client portfolio and make a real impact in their financial success.
- Qualifications: 2-3 years experience in accountancy and relevant qualifications preferred.
The predicted salary is between 28000 - 37000 £ per year.
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
Location: Office-based with Hybrid Working options (3 days office / 2 days remote after probation)
Employment Type: Full-time, Permanent (37.5 hours per week)
Salary: £28,000 - £37,000 (Dependent on experience and qualifications)
Role Overview
The Client Accountant position is a self-sufficient role designed for an experienced practice professional capable of independently managing a portfolio of around 200 clients (SMEs, sole traders, and contractor-led limited companies). Unlike traditional practice roles where partners sign off on every detail, you will take ownership of your portfolio. A dedicated Assistant Accountant team handles the initial preparation work, allowing you to focus on review, sign-offs, strategic advisory, and maintaining strong, long-term client relationships.
Key Responsibilities
- Portfolio Management: Manage a full portfolio of approximately 200 small-to-medium clients, using cloud accounting software (FreeAgent).
- Review & Sign-Off: Review financial accounts, company tax, VAT, and personal tax returns prepared by the assistant team, ensuring technical accuracy and compliance.
- Client Advisory & Relationship Management: Serve as the main contact point for your clients, providing tailored business advice and support throughout their lifecycle - from incorporation to closure.
- Technical Oversight: Provide clear, approachable guidance on tax efficiency, payroll, and general financial management without overwhelming clients with jargon.
- Deadline Delivery: Collaborate with the wider team to meet statutory filing dates and key monthly office deadlines.
Requirements & Qualifications
- Experience: Minimum 2-3 years of experience within an accountancy practice handling client portfolios.
- Qualifications: AAT qualified, ACCA/CTA part-qualified/qualified, or qualified by experience (practical capability and portfolio handling are prioritised).
Client Accountant in Leeds employer: Bennett And Game Recruitment
Join a well-established engineering business in Sheffield that values innovation and collaboration, making it an excellent employer for Mechanical Design Engineers. With a strong focus on employee growth, you will have access to ongoing training and development opportunities, while enjoying a supportive work culture that encourages teamwork and creativity. The company's commitment to quality and client satisfaction ensures that your contributions will be meaningful and impactful.
Contact Details:
Bennett And Game Recruitment Recruitment Team
