The Role
Manage delivery of outsourcing services for a client portfolio, act as day-to-day client contact, plan and prioritise workflows, coach junior staff, prepare and review client work, ensure compliance (AML/KYC), support billing, and contribute to business development and cross-service collaboration.
Summary Generated by Built In
Join Kreston Reeves as an Bookkeeper/Management Accountant and take the next step in your career within our growing Outsourcing team. You'll play a key role in delivering high quality outsourcing services to a diverse portfolio of clients, supporting junior team members, building strong client relationships, and ensuring work is completed accurately, on time, and to the highest professional standards.
About the role
- Production and delivery of outsourced work such as bookkeeping/VAT returns/management accounts.
- Managing the delivery of outsourcing work for a varied portfolio of clients, ensuring work is completed accurately, on time and within budget.
- Acting as a trusted day-to-day contact for clients, building strong relationships and delivering an exceptional client experience.
- Planning, coordinating and prioritising workflows while working closely with Managers, Directors and Partners.
- Supporting, coaching and reviewing the work of Outsourcing Assistants and Semi Seniors, providing guidance and constructive feedback.
- Preparing and reviewing client work, resolving technical queries and escalating more complex matters where appropriate.
- Maintaining high standards of compliance, including client onboarding, AML/KYC requirements and engagement documentation.
- Monitoring work in progress, supporting billing processes and ensuring effective communication with clients and internal stakeholders.
- Collaborating with colleagues across the firm to identify opportunities to enhance client service and support cross-service referrals.
- Contributing to business development initiatives, networking opportunities and client events to support the continued growth of the Outsourcing team.
What we're looking for
- AAT qualified
- AAT part qualified level 4 nearing completion
- Maths & English GCSE - C or equivalent
What we can offer
- Financial wellbeing – competitive salary, contributory pension scheme, Life Assurance, Health Cash Plan, Income Protection Scheme and Perks at Work discounts and rewards.
- Leave – 25.5 days plus bank holidays, holiday buying Mental wellbeing – hybrid working (3 days in the office/2 from home) and flexible working policies, Employee Assistance Programme and counselling
- Physical wellbeing –Private Medical Insurance, Critical Illness Insurance and an annual flu jab.
- Recognition – monthly nominations for financial awards based on culture and values
- Development – we offer continuous support and development with clear mapped progression routes across the business, as well as access to internal and external training courses
- Diversity, inclusion and belonging – we operate several family-friendly policies and take proactive steps to create an inclusive environment
- ESG – give as you earn, 1 extra day off each year to take up volunteering opportunities. Opportunities to support our commitment to charitable causes
- Travel – other optional benefits include: cycle to work scheme, interest-free season ticket loan (London only), interest-free car/motorbike loan
At Kreston Reeves, we are committed to creating an inclusive and accessible workplace for all. We understand that everyone has unique needs, and we strive to accommodate them through reasonable adjustments. Whether it's adapting work environments, providing assistive technologies, or modifying processes, we are dedicated to supporting our employees in realising their full potential. If you require any reasonable adjustments to participate in our recruitment process or thrive in your role, please don't hesitate to reach out by emailing [email protected]. Please remember, you only need to share what you are comfortable to for us to support your request. Your success is important to us, and we're here to ensure a supportive and inclusive experience for all.
About
Join us on our growth journeyBroader expertise, bigger opportunities, same people-first cultureKreston Reeves is proud to be part of the AAB group, a growing firm with offices across the UK and Ireland, backed by Goldman Sachs Alternatives. This marks an exciting new chapter, creating even more opportunities for our people.As part of a larger, ambitious group, you’ll benefit from wider career pathways, broader expertise and increased opportunities to collaborate with colleagues across the UK and Ireland.You’ll have access to new specialisms, enhanced learning and development and the chance to work alongside a wider network of peers – all while being part of the supportive, people-focused culture that defines both Kreston Reeves and AAB.If you’re looking for a role where you can develop, progress and be part of something bigger, we’d love to hear from you.
Skills Required
- AAT qualified
- Maths & English GCSE - C or equivalent
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The Company
What We Do
Kreston Reeves is an accountancy and financial services firm that provides business advisory and wealth management, aiming to guide clients, businesses, not-for-profit organizations, and individuals to a brighter future. They are also a B Corp certified firm.
