Client Lead - Outsourced Accounts

Ballards LLP:
New Vacancy Role:
Client Lead – Outsourced Accounts

Location:

Droitwich / Worcester Flexibility:
Hybrid: 60% office based

Are you an experienced practice accountant who enjoys the variety of working with owner-managed businesses and wants genuine ownership of your client relationships?

We are looking for a Client Lead to join our Outsourced Accounts team s is a hands-on, client-facing role where you will manage a varied portfolio of owner-managed businesses, acting as a trusted day-to-day contact and helping clients keep their finances accurate, organised and moving forward.

You will work across management accounts, VAT, bookkeeping and wider outsourced finance support. The role is fast-paced and varied: you may be balancing multiple VAT deadlines, management accounts cycles and client requests at the same time, so strong organisation, confidence with clients and a proactive approach are essential.

• Taking ownership of a varied portfolio of owner-managed business clients and building strong relationships with business owners.
• Preparing management accounts, month-end journals, accruals, prepayments, reconciliations and supporting schedules.
• Preparing and submitting VAT returns, using strong practical VAT knowledge to identify and resolve queries.
• Providing bookkeeping support and maintaining accurate client accounting records.
• Working with CIS and PAYE/payroll-related accounting information where relevant.
• Managing multiple recurring client deadlines and priorities at the same time.
• Proactively chasing information, anticipating client requirements and keeping work progressing without needing to be chased.
• Managing client expectations professionally, including changing priorities and urgent requests.
• Using Xero and other cloud accounting systems, including providing practical client support and Xero training where required.
• Working closely with colleagues across Outsourced Accounts and the wider Business Services team, supporting and reviewing junior colleagues where appropriate.

• Previous experience within an accountancy practice is essential, ideally within Outsourced Accounts, Business Services or a similar client-facing team.
• Strong practical VAT knowledge and experience preparing VAT returns.
• Experience preparing management accounts and completing month-end accounting processes.
• Good bookkeeping experience, with a sound understanding of double-entry accounting and reconciliations.
• Working knowledge of CIS and PAYE/payroll-related accounting information.
• Experience managing work across multiple clients and competing deadlines.
• Confidence dealing directly with business owners and managing client expectations.
• Strong organisational skills, attention to detail and the ability to remain calm in periods of high-volume work.
• A proactive approach - someone who takes ownership, spots what is needed and keeps both clients and work moving.
• Confidence using cloud accounting software, particularly Xero.

AAT Level 3 or equivalent practical experience is expected. AAT Level 4, further accountancy study (ACA or ACCA) or qualification by experience (QBE) would be advantageous.

Ballards LLP is a firm of chartered accountants and business advisers, supporting owner-managed businesses and organisations across a wide range of sectors. With offices in Birmingham, Droitwich and Worcester, we provide services across accountancy, audit, tax and business advisory, combining specialist expertise with a personal, commercially focused approach.

We are continuing to grow and invest in our people, technology and client service. Our Outsourced Accounts team works closely with clients as an extension of their own business, providing timely financial…