Client Account Manager
About Candidate
Education/Qualification
- ACCA – 10 exams passed – stopped studier
- 2019 BA Hons 2:1 Accounting and Finance – Liverpool Hope University
- 2016 A Levels achieved in English Literature, Economics and Business Studies
- 2014 10 GCSEs achieved at grade A – C including Maths and English
Systems used
IRIS / Clockify
Microsoft Word and Excel – Intermediate
Quickbooks
Sage – desktop
Xero / Tax Calc
CCH
Career Summary
Current Employer – Accountancy Services
Position – Accountant Manager
Dates – June 2021 – Present
- Reported to the Directors – worked as a Senior to a team of 6 people
- Daily / Weekly / Monthly would allocate Client Portfolios – have regular check ins and resolution of escalated Queries
- Additionally, would allocate Quarterly VAT Return responsibility – follow up Weekly
Worked as a Client Account Manager / Bookkeeper for a range of Clients – from Sole Traders to Limited Companies and Partnerships – built relationships face to face and followed up with Telephone and Email support – across
- Preparation of Statutory Accounts – preparation and review
- Income and Expenditure reports
- Providing Client Support across gathering required records and further information needed to complete Accounts Preparation – including
- downloading Bank Statements and consulting Suppliers / Customers if needed to get a clear idea of their business
- VAT returns (support of the team alongside own workload)
- Preparation and Submission of Corporation Tax, Self-Assessment returns for self-employed/ employed with Expenses / Benefits/ other Income/ Directors etc
- Bookkeeping – both starting Clients on new Bookkeeping software or taking over and reviewing/updating Bookkeeping already done by Clients
- On boarding of new Client
- Filing Accounts to Companies House
- Ad hoc tasks / projects as needed
Previous Employer – Accountants
Position – Accountant
Dates – September 2019 – June 2021
End to end Bookkeeping and Accounting for – Sole Traders / Limited Companies / Small Charities / Parish and Club Accounts
Other functions included
- Income and Expenditure reports
- Independent examinations
- Assisted on audits
- Teachers’ pension agency end of year certificates
- Requested bank letters for Audits for all Audit Clients
- Prepared draft Corporation Tax computation
Reason for leaving: Relocation back to Oldham
Previous Employer – Bar / Restaurant
Position – Bar Staff
Dates – January 2018 – September 2018
