Matt Wheatcroft
Stourport,Worcestershire
Summary
ACCA and AAT qualified Accounts Client Manager with over 11 years’ experience at Ormerod Rutter, progressing from apprentice to managing a portfolio of 250 clients and leading a team of six staff. Experienced in client relationship management, reviewing accounts and tax work across a large accounts department, and supporting partners in the delivery of advisory services. Strong people management capability, supported by completion of the Danton HR Managing People Fundamentals Programme. Seeking progression into a senior leadership role with increased strategic and advisory responsibility.
Overview
12
12
years of professional experience
6058
6058
years of post-secondary education
Work history
Accounts client manager
Ormerod Rutter
Droitwich , Worcestershire
2023.04 - Current
- Manage and lead a team of six staff, overseeing workflow, mentoring development, and monitoring performance.
- Review statutory accounts and working papers prepared by staff, ensuring accuracy and compliance before client meeting.
- Manage a portfolio of clients, handling accounts preparation, reconciliations, and responding to client queries.
- Oversee personal and corporation tax compliance, liaising with senior tax colleagues for completion of complex tax returns.
- Attend client meetings with partners, supporting client relationship management and providing financial insight and business advice.
- Assist with client on boarding and new company formations, ensuring smooth setup and integration into the practice.
Senior accountant
Ormerod Rutter
Droitwich, Worcestershire
2021.04 - 2023.04
- Managed a portfolio of clients, preparing and submitting statutory accounts, personal tax, and corporation tax returns.
- Prepared group company accounts and supporting schedules in line with the relevant accounting standards, including large group companies.
- Acted as a mentor to junior staff, providing guidance and reviewing work where required.
- Maintained direct communication with clients, resolving queries and providing support on financial matters.
- Assisted clients with Making Tax Digital (MTD) requirements, including guidance on compliant systems and processes.
Semi senior accountant
Ormerod Rutter
Droitwich, Worcestershire
2018.04 - 2021.04
- Prepared statutory accounts and working papers for a range of clients across different business sectors.
- Managed an allocation of sole trader clients, reviewing accounts prepared by junior colleagues.
- Assisted the tax team with personal and corporation tax return preparation, to support timely submissions.
- Used Xero, Sage, QuickBooks and a range of other accounting software to prepare accounts and maintain accurate financial records.
- Gained Xero accreditation and provided bookkeeping assistance to client and members of the accounts team.
- Helped coach and guide junior colleagues, offering mentoring support day-to-day where required.
Junior accountant
Ormerod Rutter
Droitwich, Worcestershire
2016.04 - 2018.04
- Prepared full working papers accounts files for sole traders, partnerships and small limited companies.
- Posted draft accounts to IRIS software for review from senior colleagues.
- Assisted senior staff with accounts preparation and tax information gathering.
- Learnt how to use CCH software when practiced transitioned from IRIS.
- Liaised with clients to request missing information for completion of statutory accounts.
Accounts apprentice
Ormerod Rutter
Droitwich, Worcestershire
2014.09 - 2016.04
- Assisted with accounts preparation for sole traders, partnerships and small companies under supervision.
- Performed bank reconciliations, financial summaries, and supporting schedules for senior staff.
- Prepared payroll summaries and basic bookkeeping adjustments as part of the accounts files.
- Used IRIS and Excel to input financial data and maintain working papers.
- Provided general office and administrative support, including filing, document organisation, and assisting admin team when required.
Education
ACCA (Association of Chartered Certified Accountant)
Kaplan Financial, BirminghamLevel 4 AAT (Association of Accounting Technicians)
Kaplan Financial, Birmingham Stourport High School & Sixth Form
A-Levels; Maths, Statistic and Btec Sport2014-06
Skills
- Client Relationship Management
- Financial reporting
- Corporation Tax & Personal Tax Compliance
- Portfolio Management
- Team Leadership & Staff Management
- Training and Staff Development
- Workload Planning and Deadline Management
- Strong Written and Verbal Communication
- Client Advisory Support
- Time and Priority Management
- Highly proficient in digital tools and software systems
Software and systems
- CCH – accounts production, tax compliance and practice management
- IRIS – accounts and tax compliance (previous system)
- Xero, QuickBooks Online & Sage (Desktop & Online) – extracting client financial data and reports to support accounts preparation and review
- Microsoft Excel – preparation of working papers, financial analysis and supporting schedules
Affiliations
- Football, season ticket holder at Birmingham City and attend England national team matches.
- Organising work charity football events.
- Playing football and padel (socially with friends).
Timeline
Accounts client manager
Ormerod Rutter
2023.04 - Current
Senior accountant
Ormerod Rutter
2021.04 - 2023.04
Semi senior accountant
Ormerod Rutter
2018.04 - 2021.04
Junior accountant
Ormerod Rutter
2016.04 - 2018.04
Accounts apprentice
Ormerod Rutter
2014.09 - 2016.04
ACCA (Association of Chartered Certified Accountant)
Level 4 AAT (Association of Accounting Technicians)
Stourport High School & Sixth Form