Client Portfolio Manager

Job Title: Client Manager - Accountant

Salary: £55,000

Benefits: 25 days holiday, plus extra 5 days holiday incentive scheme

Location: Hatfield

Hours: Mon-Fri -9.00am - 5.00pm

***MUST HAVE - Experience as a Client Portfolio Manager in a Accountancy Practise ***

What you want to know about this employer

• Forward thinking Accountancy practise renowned for their ability to help clients plan for the future
• Extremely well organised structured business with a professional yet very down to earth culture

Purpose of role

Ambitious Accountant with exceptional portfolio management experience, able to work in a fast moving environment and overseeing service delivery

Responsibilities:

• 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.
• Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement)
• 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.
• Be the main point of contact for clients within the portfolio.
• 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 budgets and forecasts on behalf of clients
• Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients
• Attending and running client Board view meetings

Attributes:

· Qualified or Part qualified Accountant

Minimum of 3 years managing a busy client portfolio

· Main point of contact for clients

· understanding their needs and ensuring satisfaction.

· Works with precision, good attention to detail and extremely high standards

· Driven and motivated to support company growth upselling services and onboarding new clients

Crisp Recruitment Ltd is a local recruitment consultancy based in Hatfield. We are working on behalf of our client to find suitable candidates for this opportunity