Client Accountant

Workwell Group; Garforth; On-site; GBP 28,000 - 35,000; Full time

Job summary

A leading financial services company is seeking a Client Accountant to manage a portfolio of 180-200 clients in Garforth. You will provide expert financial guidance, assist clients with bookkeeping, and ensure the delivery of high-quality service. The ideal candidate will have a strong accounting background, excellent communication skills, and a proactive approach to client management. This full-time position offers a salary of £28,000 – £35,000 and a range of benefits including annual leave, pension, and health assurance.

Benefits

25 days annual leave

Pension

Health Assured

Life Assurance

Cycle to Work Scheme

Awards

Long Service Recognition

Spectrum life

Annual Pay Review

Employee Referral

Qualifications

• Experience in managing a portfolio of clients.
• Knowledge of accounting principles and practices.
• Strong communication skills for client interaction.

Responsibilities

• Manage 180-200 client portfolios.
• Assist clients with an online bookkeeping portal.
• Prepare self-assessment tax returns.

Skills

Client Portfolio Management

Proactive approach

Ambitious and driven

Accounting knowledge

Experience with limited companies

Attention to detail

Effective workload management

Excellent communication

Team player

Commitment to personal development

IT Savvy

Job description

Client Accountant

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:

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

£28,000 – £35,000 DOE| Office Based | Mon – Fri 9:00 – 17:30 | Garforth Leeds Office | Full Time | Permanent |