As the Client Accountant 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 be doing

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:

HasClient 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
Health Assured
Life Assurance
Cycle to Work Scheme
Awards
Long Service Recognition
Spectrum life
Annual Pay Review
Employee Referral

Brand: Clever Accounts
Territory: EMEA
Location : Garforth, Leeds
Salary :£28,000 - £39,000
Workplace : Hybrid
Experience : Mid
Hours : Mon – Fri 9:00 – 17:30

Workwell

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Client Accountant