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- Tasks: Manage client portfolios, oversee accounts, and ensure top-notch service delivery.
- Company: Join a forward-thinking accountancy practice known for future-focused client planning.
- Benefits: Enjoy 25 days holiday plus an extra 5 days incentive scheme and a supportive work culture.
- Why this job: Be part of a structured yet down-to-earth team that values precision and client satisfaction.
- Qualifications: Must have experience as a Client Portfolio Manager in an accountancy practice; qualified or part-qualified accountant.
- Other info: Located in Hatfield, with a Monday to Friday schedule from 9.00am to 5.00pm.
The predicted salary is between 43000 - 77000 £ per year.
Salary: £50,000 - £55,000
Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme
Location: Hatfield
Hours: Mon-Fri - 9.00am - 5.00pm
MUST HAVE: Experience as a Client Portfolio Manager in an Accountancy Practice
What you want to know about this employer:
- Forward thinking Accountancy practice renowned for their ability to help clients plan for the future
- Extremely well organised structured business with a professional yet very down to earth culture
Purpose of role:
Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery.
Responsibilities:
- 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.
- Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement).
- 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.
- Be the main point of contact for clients within the portfolio.
- 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 budgets and forecasts on behalf of clients.
- Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients.
- Attending and running client Board view meetings.
Attributes:
- Qualified or Part qualified Accountant.
- Minimum of 3 years managing a busy client portfolio.
- Main point of contact for clients, understanding their needs and ensuring satisfaction.
- Works with precision, good attention to detail and extremely high standards.
- Driven and motivated to support company growth, upselling services and onboarding new clients.
Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield. We are working on behalf of our client to find suitable candidates for this opportunity.
Client Manager Accountant employer: Crisp Recruitment Ltd
Contact Detail:
Crisp Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accountant
✨Tip Number 1
Familiarise yourself with the specific accounting software mentioned in the job description, such as IRIS and SAGE. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Research the company culture and values of the accountancy practice. Prepare examples of how your work ethic and approach align with their professional yet down-to-earth environment, as this will help you connect with the interviewers.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios in detail. Be ready to share specific examples of how you've successfully overseen service delivery and maintained client satisfaction, as this is a key requirement for the role.
✨Tip Number 4
Stay updated on current legislation and accounting standards relevant to the role. Showing that you are proactive about your professional development can impress potential employers and demonstrate your commitment to the field.
We think you need these skills to ace Client Manager Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Client Portfolio Manager in an Accountancy Practice. Use specific examples that demonstrate your ability to manage client relationships and deliver high-quality service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and exceptional portfolio management experience. Mention how your skills align with the responsibilities outlined in the job description, such as preparing tax computations and managing client accounts.
Highlight Relevant Qualifications: Clearly state your qualifications, whether you are fully qualified or part qualified. Emphasise any relevant certifications or training that would make you a strong candidate for the role.
Showcase Your Attention to Detail: In your application, provide examples of how you have worked with precision and maintained high standards in your previous roles. This is crucial for the responsibilities of preparing accurate accounts and tax returns.
How to prepare for a job interview at Crisp Recruitment Ltd
✨Showcase Your Client Management Experience
Make sure to highlight your experience as a Client Portfolio Manager in an accountancy practice. Prepare specific examples of how you've successfully managed client relationships and delivered exceptional service.
✨Demonstrate Your Technical Skills
Be ready to discuss your proficiency with accounting software like IRIS and SAGE. Mention any relevant qualifications and how you've used these tools to prepare accounts, tax returns, and management reports.
✨Understand the Company Culture
Research the company's values and culture. Since they pride themselves on being down to earth yet professional, think about how you can convey your personality while maintaining professionalism during the interview.
✨Prepare Questions for the Interviewers
Have a list of insightful questions ready to ask the interviewers. This shows your interest in the role and helps you understand how you can contribute to the company's growth and client satisfaction.
