Accountant (UK - Remote)
Sagen AdvisoryA UK based specialist accounting and consultancy firm is looking to appoint an experienced accountant to an account manager role overseeing a portfolio of clients. This is a remote working opportunity but if office space is required this can also be accommodated. An excellent opportunity to gain exposure to an international market.
The ideal candidate must have a degree in finance or similar and have at least 3 years’ experience in a practice environment. Completed SAIPA, CIMA or SAICA articles will be a distinct advantage and experience in the UK market would be an added benefit, however not a prerequisite. Candidates qualified by experience within an accounting practice will also be considered. Training will be provided on all facets of the role. The client is also open to part-time or half-day working options.
The account manager's role is essential in supporting their clients to ensure they receive a professional, responsive, and personalised accounting service. Each account manager will have a portfolio of 150 – 200 clients. A strong focus on customer service is key.
Primary Client Tasks
- Reconciliations of client bank statements.
- Monitoring and completing clients annual accounts and corporation tax returns.
- VAT registration, monitoring and completing clients' VAT returns.
- Monitoring and completing clients' personal tax returns.
- PAYE - Continually monitor salary and ensure PAYE files are updated to for each month’s RTI submissions.
- Completing the Close Down process for clients finishing up.
- Taking new client enquiry phone calls.
- Making salary/dividend calls to new clients, with system introduction and queries.
- Contact clients that need to complete quarterly Employment Intermediary Filing.
- Contact clients that are deemed to be employees for the purpose of pension auto-enrolment.
- Dealing with general day-to-day queries from all clients (e-mail and phone).
Secondary Client Tasks
- Checking for Corporation Tax payments that clients need to make (monthly email).
- Emailing all clients with loans above £10,000 to ensure they understand their liabilities (monthly email).
- Providing clients with Visa packs as requested.
- Following up with inactive clients.
Administrative
- Continuing Professional Development.
- Assisting clients with any PAYE/CT/VAT compliance visits/questions.
- Providing clients with documents for Mortgage Applications/Lease Agreements.
- Providing clients with letters for travel purposes.
Qualifications and Experience:
- Bachelor’s degree in finance, accounting or similar.
- 3 years' minimum bookkeeping and/or accounting experience predominantly in a practice environment.
- Completed SAIPA, CIMA or SAICA articles will be an advantage.
- UK accounting industry experience a big plus.
- Microsoft Excel – intermediate to advanced level.
- Computer literate - good working knowledge of Microsoft Office package.
- Aptitude in working with figures is essential.
- Varied accounting system experience.
Remuneration:
- R360,000 to R480,000 pa, negotiable depending on experience.