Client Accountant: Portfolio Management & Tax Advisory

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

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.