This established Accountancy Practice is looking for a new Account Manager to join their team.The business provides bookkeeping, payroll, accountancy and outsourced financial director services to SMEs. The company started in 2004 and over the last 18 years has grown to a turnover of around £1m and employs 15 people. Their office is based near Paddington. The firms clients are mostly based in London and have turnover from around £100k - £7m. The clients include tech start-ups, PR companies, recruitment businesses and Charities.

This is a very informal firm with a casual dress code (no suits) and the firm has a flat hierarchy. Key to their success has been the dedication to their clients and teaching business owners to get the most out of their financial information.

They are looking for an account manager to join a 7-person account manager team. Working under the supervision of the  managing director, the account manager will spend their time bookkeeping, preparing management accounts, making payments and running payroll for clients and talking to clients every day.

All staff are great communicators, who are comfortable sending emails, speaking on the phone or meeting clients in person. Specifically, we are looking for account managers who can communicate in plain English to clients without using accounting jargon.

Client Communication

• High levels of written and spoken English
• Communication with clients in plain English with no accounting jargon. 
•  Experience of building professional relationships with clients

Bookkeeping

• Sales invoices in Xero based on client provided information
• Push data from Dext or Pleo to Xero ensuring correct nominal coding and VAT treatment
  
• Enter data in Xero ensuring correct nominal coding
  
• Reconcile bank accounts in Xero including bank imports if needed
  
• Enter data from any client systems and addons such as Stripe, Go Cardless, Inventory systems, etc
  
• Enter month end journals as required for prepayments, accruals, etc

VAT

• Check the VAT audit report for accuracy
  
• Be mindful of VAT treatment for goods and services outside the UK
  
• Create VAT reconciliation reports each quarter

Management Information

• Produce a report pack every month or quarter including the last 6 months P&L, the BS and AP and AR reports
  
• Create commentary on the reports for the client
• Work with the accountant at the year end to help produce the working papers for the accounts production
  
• Create bespoke reports for some clients
• Make suggestions and recommendations to clients about cost saving opportunities and best practices
• Suggest new ways of doing things based on your observations and experiences 

• Qual / Part Qual ACA/ACCA/AAT
• Experience in an accountancy practice
• Show accuracy and attention to detail in their work
• Good communication skills (written & verbal)
• Be able to manage time, work within budgets and meet deadlines
• Knowledge of Taxcalc would be an advantage
• High level of proficiency in Microsoft Excel & Word

Benefits: Annual employee training budget, flexible working (N 2 days per week in office), Costco membership, Perkbox membership and 3% company contribution to pension, 20 days holiday (not including bank holidays), plus office closes for 3 days between Christmas and New Years