LB Group | Accounts Manager/ Senior Account Manager

LB Group Ltd is a leading, UK Top 50 Accountancy firm. With a heritage spanning over 60 years, we have more than 300 accountancy professionals and over 150 support staff based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.

We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.

The post holder will be expected to operate in line with our workplace values “RIALTO”.

Respect, Integrity, Aspire, Learn, Teamwork and Ownership. LB Group appreciates all its employees with people at the heart of what we do, to ensure we are authentic, warm and relatable to those we serve.

Purpose of the role:

Due to continued growth, LB Group is recruiting for an Accounts Manager/ Senior Accounts Manager to come and join the Accounts department in our newly refurbed Chelmsford office. Working with the senior management team (including Directors, Senior Managers, Managers and Assistant Managers,) to work with the team at all levels. You will manage a client portfolio of c60 clients – diverse, different entity types and sizes with full support from the Associate Director and the senior management team.

Reporting into our Associate Director, you will be working as part of a team for clients such as high net worth individuals, trusts, estates and companies, to name a few.

Accountabilities:

• Overseeing and taking responsibility of a portfolio of clients to ensure compliance for tax and accounting purposes with support from the senior management team who will ultimately oversee and guide the successful candidate for an initial period to be agreed.
• Be the first point of contact for your clients, working closely with the designated Director/ Associate Director and senior management team.
• Assisting and taking the lead in the supervision of team members and the management of workflow through the office immediately.
• Collaboratively work with other departments within our group.
• Undertake the review of compliance work including year-end statutory accounts, VAT returns, management accounts and personal/company tax returns (in line with the firms’ risk level) on their own.
• Assisting clients with queries and advising clients where necessary.
• Assisting Directors with ad hoc projects.
• Begin to proactively build a network of professional contacts for the firm with a view to drive growth on both compliance and advisory work.
• Own and manage Work in progress and billing requirements on their portfolio, initially with the support of senior management team to maintain specific KPI’s as determined by the business.
• Take a lead role in supporting and training staff to ensure continued excellence and development of individuals.
• Additional responsibilities as and when identified in association with expectations of the role.

Skills/Qualifications:

Ideally you will have a minimum of least 5 years practice experience at a high-level senior or assistant manager level. Previous experience with assisting the management of a client portfolio and delivering a suite of services or substantial client contact and interaction would be desirable.

Previous experience in dealing with clients and managing a small portfolio and advantage.

We are seeking a candidate that has:

• A qualified Accountant (ACA/ACCA)
• The ability to convey and explain ideas
• Strong IT/Microsoft abilities
• Exceptional communication skills essential
• Driving licence desirable (due to travel to clients on an ad-hoc basis)
• Ideally hands on experience with some client facing in a previous role.
• Previous experience of CCH desirable

Core Benefits:

At LB Group, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:

25 days holiday (FTE) plus Bank Holidays (Sept-Aug).

Opportunity to purchase 3 extra days holiday per year

Approved study days and exam days given

Auto enrolment Pension Scheme with True Potential

Death in Service

Professional membership support

Paycare – claim money back for Dental / Optical / Professional Therapies

Agile/Hybrid Working Policy

Dress for your Diary Policy

LB Group is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile, and part-time roles and we are happy to explore your preferred working patterns as part of your application.

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

LB Group is committed to being an Equal Opportunity Employer. Our policy is unequivocal:

we do not tolerate discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage or civil partnership, pregnancy or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.