COMPETITIVE SALARY UP TO £37K FULL TIME EQUIVALENT, 3 DAYS PER WEEK, FLEXIBLE HOURS
ACCOUNTANT/CLIENT MANAGER – OSWESTRY, SHROPSHIRE – JOB REF: JO19396
We are delighted to be working with a small successful practice in a beautiful location in Shropshire. They are looking to recruit an experienced Accountant/Client Manager into the team to work 3 days per week. The successful candidate would work closely with the existing director managing a portfolio of clients developing those key relationships and commercially developing the practice as a result. They are offering a competitive salary of between £32k-£37k FULL TIME EQUIVALENT and flexibility within the role.
Our client requires an experienced Qualified Accountant/Client Manager (ACCA or ACA) although QBE will be considered with 5+ years practice experience.
Duties of the role include but not restricted to:-
ØManage a portfolio of clients, Initially around 80 clients with turnovers less than £200k, potential to expand on this depending on new client take on. Mixture of limited companies, partnerships and sole traders.
ØEnsuring all services client is subscribed to are delivered; efficiently, on a timely basis and to a high standard with excellent customer service at the heart of this.
ØNegotiation of fees with clients and sending new/annual proposals to clients for fees/services.
ØRegular communication with clients via; emails/telephone/zoom style calls/face to face meetings.
ØDelegating work to other colleagues, reviewing and checking this work where necessary.
ØAdvising clients on general business advice, for example, explaining the key financial indicators (gross profit margins, net profits, turnover, etc) and whether they could be improved and basic suggestions on how to improve financial results and any other opportunities you spot or think of while dealing with them. Much of this will be unprompted i.e client may not specifically ask for it but it’s good for us to explain and make them aware.
ØAfter training on Quickbooks online, being able to review (typically) profit and loss and balance sheet reports on Quickbooks to gain an idea of e.g taxable profits, prior to their financial year end to give them an idea of their estimated tax position and assisting them in making decisions about whether to invest in equipment, make pension contributions, pay additional salary, dividends and other items which may have an impact on their tax position or that of their company.
ØProducing cashflow and profit and loss forecasts in excel, for clients, if required.
ØActively looking for opportunities to help the practice and clients.
ØCoaching and encouraging other colleagues / supervising.
ØOn-boarding of new clients including new client meetings.
ØUp-selling to clients.
ØLiaison with HMRC e.g in the event of tax enquiries/ correspondence.
ØDeveloping understanding of the software we are using including becoming an expert in Quickbooks online and possibly other online accounting platforms
ØGetting involved in strategic side of the practice; e.g future planning for; technology, developing new service offerings, MTD implementation, financial performance, management of employees, recruitment, business advisory.
ØQualified ACCA or ACA (QBE Considered) ideally 5 years practice experience.
ØGreat interpersonal communications skills both written and oral.
ØBe able to initiate and build upon solid client relationships.
ØContinue the firms unwavering commitment to providing a personal service.
ØShould possess a good working knowledge of accounting standards and the accounting provisions of the Companies Act, and relevant taxation matters.
ØHave good IT skills as well as being conversant with accounts systems, ideally Quickbooks.
ØMust hold a full driving licence and have access to a vehicle.
ØPart time working 3 days per week.
ØSalary bracket of £32k-£37k dependant on experience and qualififcations. (FULL TIME EQUIVALENT)
ØPension – Employer contribution 3%.
ØFree Parking on site.
ØOther benefits to be discussed at interview stage.
If this Accountant/Client Manager role is for you then please contact Jacob Vagg today on 01788422186/07584307169 or via email on firstname.lastname@example.org
COMPETITIVE SALARY UP TO £38K FULL TIME EQUIVALENT, 3 DAYS PER WEEK, FLEXIBLE HOURS