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For Companies At a Glance
- Tasks: Manage client portfolios, oversee financial reporting, and mentor junior staff.
- Company: Join a growing accountancy practice in Peterborough with a focus on client relationships.
- Benefits: Enjoy a private pension and free on-site parking, plus hybrid work options after qualifying.
- Why this job: Be the go-to expert for clients while working in a dynamic, tech-savvy environment.
- Qualifications: Must be ACA or ACCA qualified with experience in accountancy practices and software proficiency.
- Other info: This role promotes equal opportunities and welcomes applicants from all backgrounds.
The predicted salary is between 28800 - 43200 £ per year.
Accountant – Permanent – based in Peterborough, PE1
Job Purpose:
This role is designed for an individual who can take full ownership of a portfolio of clients-from initial onboarding to day-to-day management and reporting. You will act as the primary point of contact for your clients, ensuring that their financial and operational needs are met with accuracy and professionalism.
Main Duties and Responsibilities:
Client Portfolio Management
- Manage the full lifecycle of client relationships, from sign-up to ongoing service.
- Serve as the day-to-day liaison for all client needs and queries via email, WhatsApp, or phone.
- Maintain and report accurate financial dashboards and KPIs for your portfolio.
- Ensure timely fee collection and actively manage the debt book for your clients.
- Encourage and support client setup on automated payment systems such as GoCardless.
Accounts & Tax Responsibilities
- Review quarterly VAT returns prepared by junior team members.
- Ensure accurate bookkeeping, data entry, and full bank reconciliations.
- Oversee the preparation of annual accounts, ensuring compliance with FRS 102/105 regulations.
- Review management accounts and profit & loss summaries prepared by the team.
- Ensure timely submission of VAT returns, annual accounts, and corporate tax returns.
- Maintain awareness of confirmation statements and ensure timely filings by the Company Secretarial team.
Payroll Oversight
- Oversee the payroll processing for your client portfolio, ensuring accuracy and compliance.
- Work with the payroll team to resolve any issues and ensure smooth monthly operations.
Person Specification:
- Excellent communication and interpersonal skills with the ability to manage client relationships professionally.
- Strong leadership qualities with the ability to train and guide junior staff.
- Highly organized, detail-oriented, and capable of managing a complex portfolio.
- Ability to take initiative, work independently, and drive process improvements.
- Comfortable working in a fast-paced, tech-savvy, and operationally demanding environment.
- Goal-driven, with a track record of meeting and exceeding financial targets.
Experience:
- Strong foundational knowledge of accounting and bookkeeping principles.
- Experience in financial reporting, budgeting, and cash flow management.
- Proficiency in accounting software such as Xero, QuickBooks, Sage Line 50, and Microsoft Excel.
Hours of Work:
- 37.5 hours (Monday – Friday)
Work Location:
- Hybrid options after qualifying period
Benefits:
- Pension
- Free On-Site Parking
If you are interested, please get in touch ASAP or if this is not the exact role you are searching for, please do not hesitate to contact me directly to discuss other opportunities.
Disclaimer – Oasis Business Personnel strives to be an equal opportunities employer and is committed to treating all applicants alike. Oasis Business Personnel does not treat any individual on grounds of sex, age, colour, marital status, race, nationality or ethnic or national origin, religion, sexual orientation, disability or membership or non-membership of a trade union, less favourably than others. All vacancies advertised are open to all ages. #J-18808-Ljbffr
Accountant employer: Oasis Business Personnel Ltd
Contact Detail:
Oasis Business Personnel Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accountant
✨Tip Number 1
Familiarise yourself with the specific accounting software mentioned in the job description, such as Xero and QuickBooks. Being able to demonstrate your proficiency in these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Highlight your experience in managing client relationships. Prepare examples of how you've successfully onboarded clients or resolved issues, as this role requires strong communication and interpersonal skills.
✨Tip Number 3
Showcase your leadership abilities by discussing any mentoring or training experiences you've had with junior staff. This will align well with the responsibilities of overseeing and guiding team members.
✨Tip Number 4
Research the company and its client base in Peterborough. Understanding their market and challenges can help you tailor your responses in interviews, demonstrating your proactive approach and solution-focused mindset.
We think you need these skills to ace Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in accountancy practices, particularly focusing on client portfolio management and financial reporting. Use specific examples that demonstrate your leadership skills and attention to detail.
Craft a Strong Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Emphasise your experience with accounting software like Xero or QuickBooks, and your ability to mentor junior staff.
Showcase Relevant Qualifications: Clearly state your ACA or ACCA qualifications in your application. If you have additional certifications or training related to accounting or taxation, be sure to include those as well.
Highlight Communication Skills: Since the role involves managing client relationships, emphasise your excellent communication and interpersonal skills. Provide examples of how you've successfully managed client communications in previous roles.
How to prepare for a job interview at Oasis Business Personnel Ltd
✨Know Your Numbers
As an accountant, you should be well-versed in financial terminology and concepts. Brush up on key accounting principles, tax regulations, and the specific software mentioned in the job description, such as Xero and QuickBooks. This will help you demonstrate your expertise during the interview.
✨Showcase Your Client Management Skills
Since the role involves managing client relationships, prepare examples of how you've successfully handled client communications in the past. Highlight your ability to resolve issues and maintain strong relationships, as this is crucial for the position.
✨Demonstrate Leadership and Mentoring Experience
The job requires mentoring junior staff, so be ready to discuss your leadership style and any previous mentoring experiences. Share specific instances where you guided a team member or improved team performance, showcasing your ability to lead effectively.
✨Prepare Questions About the Role
Interviews are a two-way street, so come prepared with insightful questions about the company culture, client portfolio, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
