Client Manager /Accountant, part-time (hours to be discussed)

We are looking for an ACCA, or equivalent, Qualified Accountant, to join our friendly practice in Cowplain, under the direction of the business owners.  The position is office-based.

Key Responsibilities

• Preparation of accounts from a diverse portfolio of clients, to include, Sole Traders, Partnerships, Limited Companies and LLPs
• Review, oversee and support the training of colleagues in various areas of accountancy
• Work closely with clients, colleagues and managers in order to obtain the required information to prepare clients’ accounts
• Communicate politely and professionally with clients over the phone, by email and in person
• Meet with new and potential clients and quote for accountancy services
• Accurately record new client information to add to onboarding, provide PAYE, bookkeeping and admin colleagues with accurate information to allow commencement of those services
• Ensure HMRC/Companies House tax and statutory information is kept up to date
• Advise clients on their tax position, making them aware of any new HMRC regulations, tax thresholds and allowances
• Complete, review and prepare bookkeeping, VAT returns and CIS returns
• Liaise with HMRC on behalf of clients, to resolve queries
• Participate in activities necessary to support the smooth running of the office environment
• Undertake any other tasks as requested by director and comply with all employee policies and procedures of SHCA Ltd

Relevant Experience

• Must have at least five years’ experience in an accountancy practice
• Experience of using accountancy software packages: Xero, Quickbooks, Free Agent, Sage
• Sound understanding and up to date knowledge of tax

Skills

• Confident in Microsoft packages, specifically Excel and Word
• Excellent written and verbal communication
• Great attention to detail and strong organisational skills
• Effective at time management, able to work to tight deadlines and deal with newly emerging priorities without compromising attention to detail
• Proactive and positive attitude

Personal qualities

• MUST be a team player, friendly, positive, professional and able to communicate clearly
• Good sense of humour and ability to remain calm under pressure
• Willingness to carry out ad hoc duties, such as answering the phone, greeting clients in Reception