Client Manager / Practice Accountant

Company: CTA

Salary: £28,000 to £38,000 depending on experience

Position: Client Manager / Practice Accountant (5 Years Experience +)

Working Hours: 25-35 hours

Location: 122 Bath Road, Cheltenham ( Remote Options)

Reporting to: Senior Client Manager Richard Mctaggart

Firm Description:

CTA are a forward thinking accounting firm that offers a holistic service to its clients. We are the only ‘Profit First’ firm in Gloucestershire (20 in the UK).

We offer an extremely flexible yet dynamic and challenging working environment.

Vision:
To be the go-to accountants for entrepreneurs the UK and creating amazing opportunities for our team.

Mission:
To make a tangible difference to our clients and team members lives.

Client mission: Better numbers + Better relationships = a Better business.

Values:
BAKK
Batteries Included (self-motivated and driven)
Above the line thinking (OARBED)
Kaizen (Continuous improvement)
KISS (Keep it simple stupid)

Other values that matter at CTA
Team player
Tough Love (be honest with each other)

We live these values daily. You must have a growth mindset and be prepared to upskill yourself regardless of experience and qualifications.

Our Culture:
Flexible, friendly, outcome focused, fun. Ambitious, creative, independent, over-communicate.

Our Service Standards:
To aim for an NPS score of at least 9/10. To change the perception of accountants. To make a real impact on our clients lives.

Responsibilities:

• Your main duty will be to complete accounts for small limited companies, sole traders, partnerships as well as self-assessment tax returns.
• This will be your own client base that you will need to manage to ensure internal deadlines and standard are met.
• You will be able to take annual accounts and tax return meetings if needed although this client base will generally be more compliance driven with very little advisory related support required.
• The position requires you to report to the Senior Client Manager.
• You will be able to support the rest of the team as needed with VAT returns, bookkeeping, accounts and ad-hoc queries.
• You will ideally have Xero experience and being able to train clients is desirable but not essential on simple bookkeeping processes.
• Other duties that help us deliver an amazing client experience as they arise (we have a strong growth mindset at CTA).

Soft skills:

• Good phone skills is essential.
• Ability to see clients face to face from time to time is also required

Technical Requirements:

• The successful applicant needs a high level of technical knowledge and an ability to apply it to finalise Jobs for clients.
• The ACCA/ACA/AAT/ATT qualification is desirable but not a necessity.
• Preparing Financial Statements for: Sole Traders, Partnerships, Companies
• Preparing Tax Returns for: Sole Traders, Partnerships, Companies
• Preparing VAT returns
• Bookkeeping experience is desirable
• Management accounts experience is desirable.
• Use of the following software (desirable not essential): Xero Accounting (90% of Clients are on Xero), Outlook/Office, Taxcalc, Karbon

Accountabilities:
Quarterly catch up with Senior Client Manager

Professional Development:

• It is recommended you stay abreast of new technologies and taxation laws.
• Any CPD hours also need to be met.

To apply for this position, please send your CV and covering letter to Emily Wells by clicking on Apply Now.