Client Relationship Director - Accountant

Job Title: Accountant – Client Manager Salary: £50,000 – £55,000
Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme
Hours: Mon-Fri -9.MUST HAVE – Experience as a Client Portfolio Manager in a Accountancy Practise ***

Forward thinking Accountancy practise renowned for their ability to help clients plan for the future
Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery

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.
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.
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 Tax Credit claims and dealing with HMRC queries on behalf of clients
Qualified or Part qualified Accountant
Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield.