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Client Manager
Leeds (Hybrid)
Salary up to £50,000 (DOE)

Butler Rose is supporting a well-established, independent firm of Chartered Accountants and Business Advisors in Leeds to recruit a Client Manager.

They are a well-established medium size firm and an established presence while maintaining a collaborative, close-knit culture. They provide a comprehensive range of accounting, audit and tax services to a diverse portfolio of owner-managed and family businesses across Yorkshire.

This is an excellent opportunity for a motivated accountant to develop long-term client relationships, take genuine ownership of their work and play an important role within a supportive one-team culture.

Role Requirements:

Manage a portfolio of clients, ensuring compliance and reporting deadlines are met.
Prepare accounts, tax computations and personal tax returns for a varied client base.
Provide financial, tax planning and business advice, identifying opportunities to add value.
Build and maintain strong, long-term client relationships, including regular client meetings.
Liaise with HMRC, banks and other external stakeholders as required.
Review client work for accuracy, quality and professional presentation.
Plan, delegate and oversee work across the team, supporting colleagues and trainees with their development.
Identify opportunities to improve processes, efficiency and client service.
Maintain accurate client records, risk assessments and workflow management systems.
Support billing, debtor management and timely fee collection.
Contribute to the wider development of the business and maintain your own professional development and CPD.

Personal Requirements:
ACA/ACCA/AAT Qualified
Strong analytical skills and attention to detail.
Good understanding of the fundamentals of accountancy principles and basic accountancy practices.
Able to prioritise and manage time effectively.
Strong knowledge of Microsoft Excel, Word, and Outlook.
Strong Knowledge of Sage Business Cloud, and Sage 50, however further training and support will be provided.
Knowledge of alternative software's such as Xero, QuickBooks, Dext & AutoEntry
Fast and accurate data entry skills.
Knowledge of Iris Accountancy Suite.
Problem Solving Skills.
A commercial awareness and understanding of how tasks & activities impact the business and clients.
This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

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Accountant
Leeds (Hybrid)
Salary up to £45,000 (DOE)

Butler Rose is supporting a well-established, independent firm of Chartered Accountants and Business Advisors in Leeds to recruit an Accountant.

They are a well-established medium size firm and an established presence while maintaining a collaborative, close-knit culture. They provide a comprehensive range of accounting, audit and tax services to a diverse portfolio of owner-managed and family businesses across Yorkshire.

This is an excellent opportunity for a motivated accountant to develop long-term client relationships, take genuine ownership of their work and play an important role within a supportive one-team culture.

Role Requirements:

Preparation of sole trader, partnership, limited company, and any other accounts from manual and/or electronic records referring to the WDS Procedure Manual for the process.Suggest improvements on clients records to the client manager to discuss at the meeting and to identify cross selling opportunities.Prepare and present financial statements on Iris AP.Preparation of capital allowances computations, personal, partnership and company tax returns on Iris PT & BT.Preparation of VAT Returns for clients using the correct software for that client.Complete Company Secretarial duties using Iris.Understand the deadlines for submission of accounts, Tax returns and VAT returns and support the team to not miss any.Liaise with Client Manager or Senior Manager for any taxation queries.Gather personal tax return information for individuals.Liaise with clients regarding queries or additional information required to assist with the work being carried out, either in person, by phone or by email.Increase fee growth by identifying and promoting additional WDS services, as appropriate to new and existing clients.Ensure that Iris client data is correct and up to date.Review and complete KYC and Risk Assessments along with the PAF folder for all clients before commencing work.Update Iris PM with job stages performed and prioritise work accordingly to meet deadlines.Review client debtor balances on Iris and assist in collection of debt recovery when contacting clients.Provide advice and support to other Accountants and Trainees when required.Contribute to the continual improvement of the organisation by identifying, communicating and where appropriate implementing improvements to the business, supporting business objectives.Be responsible for your own development, being proactive with personal development and if required keeping your CPD for your qualifications up to date.Other duties as requested by Directors or Senior Managers.

Personal Requirements:

ACA/ACCA/AAT Qualified or Finalist.Strong analytical skills and attention to detail.Good understanding of the fundamentals of accountancy principles and basic accountancy practices.Able to prioritise and manage time effectively.Strong knowledge of Microsoft Excel, Word, and Outlook.Strong Knowledge of Sage Business Cloud, and Sage 50, however further training and support will be provided.Knowledge of alternative software's such as Xero, QuickBooks, Dext & AutoEntryFast and accurate data entry skills.Knowledge of Iris Accountancy Suite.Problem Solving Skills.A commercial awareness and understanding of how tasks & activities impact the business and clients.

This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

Read less