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Heelan Associates Ltd

Job title:
Client Manager (Accountant)
Exhibiting at:
Portsmouth Careers Fair
South East
Heelan Associates Ltd
will be hiring at the
Portsmouth Careers Fair
, which takes place at
Portsmouth Guildhall
Wednesday, September 27, 2023
between the times of
10am - 2pm
Company Description

Why work for

Heelan Associates Ltd


Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where there’s no such thing as a silly question, time and talent are respected, there are endless opportunities to learn, alternative perspectives are welcome, family comes first, and (most importantly of all) nobody thinks they’re too “big time” to make a round of brews? If so, we’d love to have a conversation with you about joining our thriving team.

job description
Job Description

The Role:

Client Manager (Accountant)

By combining our traditional values with modern thinking our team of Accounting, Bookkeeping and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with a rapidly expanding caseload of clients so now is a really exciting time to join our friendly team.

Our Client Managers are focused on delivering an exceptional client experience, their role is to form trusting relationships with a portfolio of inspiring small business clients and ensure that their every accounting need is anticipated and provided for. They are in a position to make a real impact on the client businesses they support and take a nothing is too much trouble attitude when providing both advisory and accountancy services.

Key Responsibilities:

  • To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
  • To communicate with clients via phone, email, social media and in person, including chasing records
  • To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
  • To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
  • To complete, review and prepare book-keeping, VAT returns and CIS.
  • To maintain electronic filing of books and records both internally as well as management of client administration and records.
  • To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
  • To participate in activities necessary to support the smooth running of the office environment.
  • To manage and maintain your professional development and learning including any relevant CPD required by your professional body.
  • To ensure and update HMRC/Companies House statutory information is accurate.
  • To attend networking events where required.
  • To prepare and execute year end client meetings.
  • Internal and external training e.g., client bookkeeping training and as applicable as per our company values.
  • To carry out client fee reviews.

General Duties:

  • To attend training and development deemed necessary for the post in agreement with the line manager.
  • To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of Heelan Associates.

Person specification:

Relevant experience

  • Experience working in a fast-paced accountancy practice with responsibility for a varied caseload of clients, supported by a membership to a professional body.
  • Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
  • Experience utilising Xero, Quickbooks, DEXT and Free Agent. (Highly desirable although not essential).
  • Sound understanding and working knowledge of Tax.


  • Able to navigate Microsoft packages, specifically Word and Excel.
  • Effective at time management with the ability to work to tight deadlines and deal with newly emerging priorities day-to-day without compromising attention to detail.
  • Confidently able to provide advice and make recommendations to clients, taking care to break down complex information in such a way as to help with understanding in both written and verbal communication.
  • To proactively seek out information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger to expand knowledge.

Personal attributes

  • Friendly and professional with the ability to communicate effectively at all levels, internally and externally and committed to providing exemplary customer care.
  • A fun and outgoing attitude with a desire to support the growth of a thriving business, whilst enjoying professional growth at the same time.
  • An advocate for continued professional development, constantly curious and hungry to learn but not afraid to ask for advice when needed and act upon feedback given.
  • Takes pride in professional appearance and positively represents the brand.

Shared values

Our values represent who we are as a company, they guide our decisions, underpin our relationships and govern the way we conduct ourselves and our business.

  • Relationships over numbers - The meaningful relationships we build with our clients are fundamental to the way we do business. It is not enough to perform a service for our clients, our principal aim remains to give them the best; our deep understanding of their individual needs and circumstances enables us to not just meet expectations but exceed them, time and time again.
  • Learn together and often! - We share our knowledge and experience with colleagues and clients generously, this commitment to continuous learning and development is what keeps us at the top of our game, protects our credibility and sets us apart from our competitors.
  • Respect Team, Time and Talents - We are a team in the true sense of the word, every person matters equally, and we leave our egos at the door. We firmly believe that everybody has something valid to contribute and every person’s time and talents are precious regardless of ‘hierarchy’.
  • Balanced and beautiful - We are committed to ensuring our client accounts, book-keeping and payroll are accurate and beautifully clean. This means the records represent the true state of the business, so owners can make well informed and confident decisions.
  • Courageous and Curious - We understand that to grow we need to expose ourselves to experiences that fall outside of our comfort zones and undertake tasks that may seem difficult at first. As a team we are continuously innovating, constantly looking for opportunities to improve what we do and always asking the question ‘is there a better way?
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