Team Leader - Client Accounting

You will be responsible for overseeing and managing the financial accounts of clients, ensuring that all financial transactions are accurate and in compliance with regulations.

JOB DESCRIPTION

Job Purpose

As a Team Leader in the Client Accounting team, you will be responsible for overseeing and managing the financial accounts of clients, ensuring that all financial transactions are accurate and in compliance with regulations. 

You will maintain relationships with clients and provide financial advice and support. 

You will also be managing a team engaged in the provision of professional accounting and tax compliance services to clients meeting the company’s client servicing objectives.

Main Duties

• Responsible for the team portfolio is always up to date on OVP
• Assist the CAM with regular tasks of reporting and planning
• Conclude any ad-hoc tasks allocated by the CAM
• Take the lead on OVP and other accounting software used in the company
• Head the training of new recruits and keep records of their progress
• Identify cross-selling opportunities and communicate
• Report to the line manager in a consistent and clear manner
• Maintain good team spirit with the CAD
• Coordinate and facilitate client meetings to help clients achieve their aspiration
• Coordinating team to work effectively and efficiently towards client satisfaction
• Identify industry trends and ensure the team is up to date with accounting standards and regulators
• Identify weaknesses and strengths of team members then design a plan for progression
• Resolving client issues and complaints
• Coach a senior client accountant to a Team Leader
• Monitor teams of client accountants and junior in achieving departmental goals
• Maintain relationships with clients and provide financial advice and support
• Communicate with clients regularly to discuss financial performance and opportunities for improvement
• Collaborate with other departments to ensure that client needs are met

Qualification, Experience and Skills

• Bachelor's degree in finance, accounting, or a related field
• At least 5-7 years of relevant experience in accounting department for a management company
• Strong financial analysis skills
• Excellent communication and interpersonal skills
• Ability to manage multiple projects and deadlines effectively
• Knowledge of industry regulations and compliance requirement
• Professional certification is a plus (ACCA Level 3 completed)
• Proficiency in accounting software (e.g., One Viewpoint, QuickBooks, Xero).
• Experience managing a team of people

The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company's business.
The statements contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility.

It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, to equalize peak work periods or otherwise to balance the workload.

The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company. We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). 

We ensure that no member of staff or any job applicants are treated less favourably than anyone else.
Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.