Qualified Client Accountant
About Candidate
Education/Qualification
- 2022 ACCA – Qualified
- 2016 – AAT Level 2, 3 and 4
- 2012 – A Levels including Business, Economics and Geography
- 2010 – 10 GCSEs including Mathematics and English
Systems used
- Microsoft Word and Excel – Intermediate / Advanced
- Sage and Sage Payroll
- Xero
- IRIS
- GoProposal and Hubdoc
Career Summary
Current Employer – Chartered Accountants
Position – Client Manager
Dates – March 2018 – Present
They commenced their career at SBCA as a Senior they have now progressed to being a Client Manager – working as part of the Senior Leadership team – alongside Leadership responsibilities. They are also a hands-on Client Manager
- Managing a client portfolio, mainly consisting of limited companies, with responsibility for developing and maintaining client relationships
- Supporting clients with the growth and development of their businesses
- Reviewing sole trader, partnership, and limited company accounts
- Preparing accounts, including detailed management accounts and year-end accounts
- Preparing budgets and forecasts
- Reviewing VAT returns
- Preparing tax returns
- Providing tax and remuneration planning advice
- Holding client meetings face to face and via Teams or Zoom
- Delivering internal and external training sessions
- Reviewing client work across a team of five
- Assisting with the support of a separate audit team and function
Previous Employer – Accountancy and Professional Services
Position – Semi Senior
Dates – August 2012 – March 2018
- Prepared Sole Trader, Partnership and Limited Company Accounts for Review
- Prepared and submitted Quarterly VAT returns
- Processed Weekly and Monthly Payrolls using Sage Payroll for up to 100 Clients
- Dealt with changes in workplace Pensions and preparing for Auto-Enrolment
- Dealt with Client and Colleague queries over the Telephone and Face-to-Face
- General Office Administration
