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An experienced Senior Client Manager is required to join a forward thinking, Chartered Accountancy Practice based in Coventry. This is a client facing Accounting role as you will be managing your own portfolio of clients. You will be working with a variety of clients from sole traders , partnerships and Ltd companies.
Senior Client Manager Overview:
As Portfolio Manager, you will be a qualified ACCA/ ACA qualified Chartered Accountant or Client Manager/Accounts Manager with 5 years minimum Practice experience, who is able to work efficiently within a small accounting team, you will need excellent attention to detail and be able to respond quickly to queries and think on your feet.
- Review the bookkeeping, management accounts, annual accounts and tax returns.
- Prepare the accounts report to be sent to the client upon completion of a job.
- Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
- Plan the workload for the accounts team using the team planner.
- Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients.
- Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
- Be the main point of contact for clients within the portfolio.
- Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
- Preparation of personal tax computations and self-assessment tax returns.
- Preparation of statutory accounts using the IRIS system
- Ensuring all disclosures are correctly included in the statutory accounts prepared.
- Preparation of management accounts and liaising with clients.
Senior Client Manager Requirements
- Minimum of 5 years' experience in practice
- Client facing experience
- Accounts Senior experience - reviewing accounts
- ACA or ACCA qualified
- Strong communication skills
- Team player
- Passion to help your clients grow
- Experience converting prospective clients and promoting service
- Able to solely review compliance work, deal with sign offs, filings and queries
Senior Client Manager Remuneration
Salary of £50,000 - £55,000 dependant on skills and experienceOn-going training and career development
To be considered for this opportunity please submit your CV to apply.
