Accountant - Workwell : Job Details

Job Purpose

Our offices in Leeds have 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. 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 our clients, with the support of a Team Leader, Assistant Accountants, and other support team members.

Main Responsibilities

• Managing a portfolio of up to 170 clients. • Dealing with client queries in a timely and professional manner. • Training / assisting clients to use our bookkeeping portal correctly and efficiently • Providing advice on Tax planning and maximizing Tax efficiencies • Reviewing accounts and approving them to be sent to the client. • Preparing self-assessment tax returns to send to clients for approval. • Keeping fully up to date with new tax laws, rules, and regulations for limited companies• Ability to be a technical advisor when needed in-house• Building, developing and maintaining relationships with existing and new clients (no BD)

Skills, knowledge, and experience required

• Good attitude and ability to take ownership of work • Self-motivated, ambitious and driven to offer customer excellence• Working experience as an Accountant • Good technical ability and experience with limited companies • Ability to adapt to modern approach of accountancy • Computer literate / IT savvy Desirable • Experience of holding a portfolio of clients • Experience of tax planning • Self-sufficient way of working• Must be based UK for business purposes

Hours and environment:Full time, you will be expected to be in the office during core hours which is 10:00 - 16:00, so you could start earlier and finish at 16:00 or start at 10:00 and finish at 18:00. There is a hybrid offer of 2 days at home, 3 days in the office. With free parking on-site