Client Relationship Executive (Accounting)

Description

Ross Mckinley Accountants Ltd is seeking a Client Relationship Executive with a focus on accounting to join our dynamic team. This role involves managing and nurturing client relationships primarily with UK-based clients, ensuring clear and professional communication via phone and email. The ideal candidate will have a strong background in accounting principles, bookkeeping, and financial reporting. Attention to detail and accuracy are paramount, alongside the ability to manage multiple priorities and meet deadlines consistently. Although this position does not require managing a team, the executive will work closely with colleagues and clients to provide excellent service and support, driving satisfaction and retention. The Client Relationship Executive will be responsible for maintaining accurate accounts reconciliation, handling VAT returns, and managing purchase and seller ledgers. Strong English communication skills and a professional attitude are essential to deliver top-tier customer service. The role requires proactive problem solving, organizational capability, and reliability to ensure smooth daily operations. This position affords the opportunity to grow within a reputable accounting firm while contributing significantly to client engagement and operational efficiency.

Responsibilities

• Maintain ongoing, professional communication with UK-based clients via phone and email to address accounting inquiries and provide updates.
• Prepare and review financial reports ensuring compliance with applicable accounting standards and accuracy.
• Manage accounts reconciliation processes, verifying transactions and resolving discrepancies timely and thoroughly.
• Handle bookkeeping tasks including VAT returns and maintaining accurate purchase and seller ledgers.
• Ensure bank reconciliations are completed regularly and accurately to support financial integrity.
• Support the invoicing and payment follow-up process to maintain positive cash flow for clients.
• Collaborate with internal teams to enhance client satisfaction by providing timely responses and resolving issues efficiently.
• Organize workload to meet deadlines, handling multiple tasks with strong prioritization and time management skills.
• Maintain meticulous records and documentation reflecting all client interactions and financial transactions.
• Demonstrate a professional demeanor, reliability, and a consistent strong work ethic in all client interactions and internal communications.
• Identify areas for process improvements in client servicing and accounting operations and communicate recommendations.
• Support compliance with firm policies and legal regulations relevant to accounting and client service functions.

Experience

1 Year

Apply By

Oct 10, 2026

Required Skills

• Financial Reporting
• Reliability
• Attention to detail
• Customer Service
• Professional attitude
• Strong English communication skills
• Bank Reconciliations
• VAT Returns
• Bookkeeping
• Accounts Reconciliation
• Accounting principles
• Client Relationship Management

Nice to Have Skills

• Problem Solving
• Time management
• Organizational Skills
• Communication Skills
• Work Ethic