Key Achievements:

• Streamlined client account processes, reducing reporting and reconciliation time by 30%.

• Managed client billing and reconciliations, recovering £50,000 / $60,000 in outstanding fees.

• Implemented standardised procedures for team workflow, saving over 20 hours per month.

• Enhanced accuracy and compliance of client accounts, reducing errors by 25%.

• Mentored junior staff, improving team efficiency and readiness for client-facing responsibilities.

Duties & Responsibilities:

• Oversee day-to-day client accounting activities within the practice.

• Supervise accounts team members, providing guidance and support on client matters.

• Review and reconcile client ledgers, ensuring accuracy and compliance.

• Prepare and review client statements, trial balances, and reconciliations.

• Monitor client accounts for overdue balances and liaise with clients to resolve queries.

• Assist in the preparation of monthly, quarterly, and year-end client accounts.

• Support statutory filings such as VAT, payroll, and corporate tax submissions for clients.

• Maintain accurate documentation for audits and regulatory compliance.

• Develop and implement standard operating procedures for client accounts.

• Prepare supporting schedules for internal and external audits.

• Conduct variance analysis and provide insights to senior accountants or partners.

• Collaborate with audit, tax, and advisory teams to provide seamless client service.

• Assist partners in financial review and client advisory projects.

• Ensure all client financial records comply with accounting standards and regulatory requirements.

• Identify discrepancies and process improvements to enhance client account accuracy.

• Monitor team performance and provide feedback, training, and mentoring.

• Liaise with clients regarding account queries, reconciliations, and reporting.

• Assist in budgeting, forecasting, and financial analysis for client accounts.

• Participate in practice-wide process improvement initiatives.

• Ensure high standards of professionalism, confidentiality, and client service.