ProTalent are currently working with a successful and forward-thinking accountancy practice in Hungerford to recruit a new Client Manager.

The firm:

The Client Manager role:

As a Client Manager, you will look after your own portfolio of clients, with support from a Junior
Support, drive and promote the business growth
Liaise with new and existing clients
Review and sign off accounts (some preparation of accounts will be required)
Accounts preparation for limited companies, partnerships, sole traders and charities
Preparation of corporation tax returns
Preparation of self-assessment tax returns
Supporting clients in accounting and taxation issues
Preparation of management accounts
Support the company’s brand (social media etc.)
Build strong team relationship skills
Complete client services/tasks on time according to internal and external deadlines
Work in line with company behaviours and organisational culture
Deal with clients, suppliers, and other employees professionally at all times
Allocate the appropriate amount of time to tasks (revenue generating activities)
Prioritise activities according to company urgencies

The successful Client Manager candidate:

Part qualified/Qualified with experience in an accountancy practice
Minimum five years’ experience in practice (preferably currently working in practice)
TaxCalc/Xero experience preferred but not essential
Excellent verbal and written communication
Ability to judge priorities and make decisions quickly
Familiar with accounting packages (Excel, TaxCalc and Xero)
Excellent working knowledge of FRS102, FRS102 section 1a and FRS105 is essential
Solid understanding of tax and ability to advise clients
Ability to solve problems, take responsibility and start adding value to the team immediately
Able to work independently is a must

Thank you for your interest.

Client Manager

Finance Manager