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Accountant - Client Manager

  • Location: North Yorkshire
  • Salary: £25000 - £35000 per annum
  • Job type: Permanent
  • Ref: STT16884627
  • Recruiter: Leeds Office
This vacancy has now expired.

Marks Sattin are currently working with an excellent Client focused Practice on the outskirts of Harrogate.

Your role will be to provide our range of accountancy services and support to a specific group of clients allocated to you. More specifically duties include the following:

  • Preparation of client year end accounts, tax returns (company and personal), VAT returns, CIS returns, payroll and company secretarial requirements in a timely manner to avoid missing deadlines and to meet with promises provided by the business to clients.
  • To be the first point contact for general client queries exhibiting sufficient awareness to refer issues to a more senior member of the team / Director where appropriate.
  • General day to day correspondence concerning client affairs including contacting third parties such as HMRC, Companies House, banks, IP's.
  • To ensure all verbal or written help and advice provided to a client is recorded in the businesses CRM systems and highlighted to a Director where appropriate.
  • To pro-actively liaise with clients to request records, and further information as well as offering recommendations and advice to improve efficiencies.
  • To pro-actively provide general advice to clients (e.g. send details of changes that effect their business)
  • Offer advice on accounting systems and software packages where possible. This means in-depth knowledge and certification with Xero.
  • Preparation of client notes and planning tools
  • To learn about a client's business and business model providing help on best practice where possible.
  • Provide Management with progress reports and attend regular WIP meetings to ensure Senior Management is kept updated of any client issues, problems, changes or opportunities.
  • Identify opportunities to sell additional relevant services to clients (e.g. management accounts, payroll services, Xero subscriptions etc)
  • Wherever possible develop new business opportunities, referrals and new client contacts.

Interested candidates should apply as soon as possible for immediate consideration.

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