At a Glance
- Tasks: Manage a portfolio of clients, providing expert financial guidance and high-quality service.
- Company: Clever Accounts, a dynamic firm with a focus on client success.
- Benefits: 25 days annual leave, pension, health assurance, and hybrid working.
- Other info: Great opportunities for personal development and career growth.
- Why this job: Join a team where your skills make a real difference in clients' financial journeys.
- Qualifications: Experience in client portfolio management and strong accounting knowledge required.
The predicted salary is between 40000 - 50000 £ per year.
As the Client Accountant you will manage a portfolio of 180-200 clients, providing expert financial guidance and ensuring high-quality service delivery.
You will assist clients with our online bookkeeping portal, offer tax planning advice, and review financial accounts before submission.
- What You'll Be Doing
- Manage a portfolio of 180-200 clients.
- Communicate professionally with clients via calls and emails.
- Provide excellent customer service.
- Assist and train clients on using our bookkeeping portal.
- Offer tax planning and ad hoc advice as needed.
- Review and approve accounts before sending them to clients.
- Prepare self‑assessment tax returns for client approval.
- We’d Love To Hear From Someone That
- Has Client Portfolio Management experience
- Demonstrates a proactive approach and takes ownership of tasks.
- Is ambitious and career oriented: Driven to achieve career goals and professional growth.
- Has accounting knowledge
- Is experienced with limited companies and accounting software.
- Is Meticulous with attention to detail.
- Can effectively manage workload and work methodically.
- Has excellent communication skills
- Is a Team player.
- Is committed to Personal Development
- Is IT Savvy
What’s next?
Our recruitment team will be in touch for an initial screening call if your application is shortlisted.
Please note that due to high application volumes, we may not be able to respond to every applicant individually.
- What We Can Offer You
- 25 days annual leave (increasing with service) + bank holidays
- Pension
- Health Assured
- Life Assurance
- Cycle to Work Scheme
- Awards
- Long Service Recognition
- Spectrum life
- Annual Pay Review
- Employee Referral
- Brand: Clever Accounts
- Territory: EMEA
- Workplace: Hybrid
Experience: Mid
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Client Accountant in Leeds employer: Clever Accounts Ltd
Clever Accounts Ltd. is an excellent employer that prioritises employee satisfaction and growth, offering a supportive work culture where proactive contributions are valued. With the flexibility of remote or hybrid work arrangements and comprehensive training in the welcoming Otley office, employees can thrive in their roles while enjoying competitive salaries and standard benefits. Join us to be part of a team that values strong relationships and continuous improvement in the credit control process.
