Client Accountant

Clever Accounts Ltd
Leeds, UK
26,000 - 36,000
16 Sep 2020
21 Sep 2020
Job role
Experience level
Qualified accountant
The role is for a Client Accountant, you would be holding a portfolio of clients and ensuring we maintain the high level of service we provide to all of our clients, with the support of a Team Leader, Assistant Accountants and other support team members.

Main Duties & Objectives

The main duties include-
  • Managing a portfolio of up to 170 clients.
  • Dealing with client queries in a timely and professional manor via telephone and email.
  • Training / assisting clients to use our bookkeeping portal correctly and efficiently.
  • Providing reactive and pro-active tax planning and ad-hoc advice when required.
  • Reviewing year-end accounts and approving them to be sent to the client.
  • Preparing self-assessment tax returns to send to clients for approval.

Clever Accounts has been established for over 15 years, specialising in providing online accountancy support to contractors and small companies. We provide our clients with an online bookkeeping portal and all accountancy related services for a fixed monthly fee, so there is no mundane completion of time sheets with us. We communicate with our clients over phone or email which means we have a relaxed dress code.

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