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Baltic Recruitment are currently recruiting for a Permanent and Experienced Accountant for a client located in Ilkley, West Yorkshire. Our client are seeking an experienced, qualified Accountant with tax knowledge and experience to take responsibility for a significant portfolio of client fees while playing a key leadership role within the practice.
This is an excellent opportunity for a commercially minded professional who enjoys building client relationships, leading teams, driving operational improvements, and contributing to business growth.
Accountant Main Duties and Responsibilities:
Client Relationship Management
- Act as the primary point of contact for a portfolio of clients, building trusted long-term relationships.
- Review and discuss financial statements and reports with clients, providing clear commercial insight.
- Prepare and maintain client profile summaries.
- Analyse financial information and recommend practical actions to improve business performance.
- Provide proactive advice on accounting, taxation, profitability, and business improvement opportunities.
- Negotiate engagement terms and service agreements where appropriate.
- Maintain strict confidentiality of client information and ensure compliance with professional standards.
- Identify and report potential money laundering risks in accordance with regulatory requirements.
Accounts & Tax Review
- Review accounts, tax returns, and other work prepared by the accounts team to ensure technical accuracy and compliance.
- Assist the Head of Tax with technical tax matters and planning opportunities.
- Ensure compliance with relevant accounting standards, tax legislation, and regulatory requirements.
- Provide guidance and support to team members on complex accounting and taxation issues.
Account Management
- Ensure timely and accurate billing, fee collection, and overall portfolio profitability.
- Work closely with the shared services team in India to monitor invoice production and client fee collection.
- Liaise directly with clients where necessary to resolve billing or payment matters. xwwtmva
- Review and standardise client engagement letters and service documentation.
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