Account Manager / Accounts Associate

Account Manager / Accounts Associate - 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:

• In person (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.