Client Services Accounts Coordinator in Wetherby, Yorkshire And The Humber

Client Services Accounts Coordinator

Salary circa £30k FTE dependent on skills and experience

Wetherby, LS22 (free parking) – office-based

Full/Part time hours considered - Permanent – 4-5 days per week

About us

Moulds Accountants is a trusted accountancy and business advisory firm in Wetherby, supporting businesses since 1997. We provide expert advice for clients looking for accounts, bookkeeping, tax, payroll, and financial guidance to help clients improve cash flow and profitability.

Role & Responsibilities (but not limited to):

The role is to provide high-quality administrative, operational, and client service support to ensure the smooth running of the accounts function. The role supports both client-facing tasks and internal practice processes (such as workflow coordination).

Key responsibilities include:

• Booking in year-end accounts ready for the accounts team to work on. Liaise with clients over information required, proactively chasing up missing information.
• Preparing letters, dividend vouchers and minutes to send to clients when the accounts are agreed.
• Monitoring accounts filing deadlines and working with the accounts team to ensure all year-end accounts & corporation tax returns are filed on time.
• Liaising with clients over payroll information, chasing up missing wages information and dealing with client queries.
• Liaising with clients over bookkeeping information, chasing missing information as required, and dealing with queries or directing them to the relevant person.
• Preparing self-assessment tax return folders using approved systems guidance so the work is ready to start by the accounts team.
• Maintaining internal trackers to monitor deadlines and deliverables.
• Assisting with ad hoc client queries via email, phone, or in person, ensuring an excellent service is delivered to clients.
• Assisting in the company’s marketing efforts.
• Working proactively with the wider team.

Key skills

• Must be organised and proactive.
• Must have excellent verbal and written communication skills and be confident talking to clients.
• Bookkeeping and payroll experience is essential.
• Must be able to use Outlook, Excel, Word.

If you are passionate about working with a busy team on a variety of clients and possess the necessary skills to excel in this role, we encourage you to apply.

INDHS 

Voceer presents this job opportunity for Equals One Ltd, a 50 person sized company who are categorized as a Recruitment Agency.

This position is being managed by Equals One Ltd, a reputable recruitment agency known for placing candidates in desirable positions.