Client Accountant

What you’ll be doing:

As the Client Accountant at Clever Accounts (A Workwell Company) you will manage a portfolio of 180-200 clients, providing expert financial guidance and ensuring high-quality service delivery. You will assist clients with our online bookkeeping portal, offer tax planning advice, and review financial accounts before submission.

What you’ll bring to the team:

• Manage a portfolio of 180-200 clients.
• Communicate professionally with clients via calls and emails.
• Provide excellent customer service.
• Assist and train clients on using our bookkeeping portal.
• Offer tax planning and ad hoc advice as needed.
• Review and approve accounts before sending them to clients.
• Prepare self-assessment tax returns for client approval.

We’d love to hear from someone that:

• Has Client Portfolio Management experience
• Demonstrates a proactive approach and takes ownership of tasks.
• Is ambitious and career oriented:?Driven to achieve career goals and professional growth.
• Has accounting knowledge
• Is experienced with limited companies and accounting software.
• Is?Meticulous with attention to detail.
• Can?effectively manage workload and work methodically.
• Has excellent communication skills
• Is a Team player.
• Is committed to Personal Development
• Is IT Savvy

What’s next?

Our recruitment team will be in touch for an initial screening call if your application is shortlisted. Please note that due to high application volumes, we may not be able to respond to every applicant individually.

What we can offer you:

• 25 days annual leave (increasing with service) + bank holidays
• Pension
• Life Assurance
• Cycle to Work Scheme
• Awards
• Long Service Recognition
• Spectrum life
• Annual Pay Review
• Employee Referral

£28,000 - £33,000| Office Based | Mon - Fri 9:00 - 17:30 | Leeds Office | Full Time | Permanent |