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Client Manager Required. Our client is a leading firm of Chartered Tax Advisors, Accountants, and Business Consultants. Due to ongoing success and profitable business growth, they are seeking experienced candidates to join a dynamic and expanding team.
We are looking for an organised and conscientious individual to join as a Client Manager. This is a fantastic opportunity for someone with experience working within an accountancy practice, offering the chance to be part of a supportive and long-term focused team. We value stability and consistency of client contact, and are seeking a candidate who will grow with the business over the long term.
Benefits:
- Salary: 45,000 - 60,000 (dependent on experience)
- Working Hours: Monday - Thursday: 8:30 am - 5:00 pm (30-minute lunch break) Friday: 8:30 am - 1:30 pm (no lunch break)
- Flexi-time: Staff can work between 8:00 am and 6:00 pm, with the flexibility to adjust hours to meet personal needs (subject to guidelines in the Staff Handbook).
- Pension: Group Personal Pension Plan, with contributions starting after three months. The practice contributes 4% of your salary, with an employee contribution of 4%. Optional Salary Sacrifice for Employee Pension Contributions is available.
- Professional Subscriptions: Paid by the company.
- Private Medical Cover: Group Private Medical Cover (non-contributory).
- Private Medical Cash Back Schemes: Covers Optical (glasses/contacts), Dental, Health Checks, and more.
- Income Protection: Group Income Protection Policy (non-contributory).
- Life Cover: Death in Service (Life Cover) (non-contributory).
- Parking: Free parking at the Newton Abbot office.
- Commission:
- 15% commission on introducing suitable clients (first-year)
- 10% commission on introducing suitable clients (second-year)
- 1,500 commission for introducing non-senior employees and 3,000 for senior roles.
- Additional Benefits:
- Two Duvet Fridays per holiday year
- Casual Wear every day
- Free Snacks & Fruit Bowl provided
- Open Culture with regular staff meetings to involve employees in practice development
- Social Committee with events funded by the practice
- Holiday Entitlement: 20 days paid holiday + statutory bank holidays. Holiday entitlement increases with length of service.
- Christmas Closure Period (24 Dec to 1 Jan): All working days in this period given as extra holiday.
Key Responsibilities:
- Sole Trader and Partnership Accounts: Prepare accounts for sole traders and partnerships, ensuring accuracy and compliance.
- Corporate Accounts and Corporation Tax Returns: Manage corporate accounts and tax returns, ensuring adherence to all regulations.
- Business Taxation: Provide advice on business taxation, helping clients optimise their tax positions.
- Personal Tax Returns: Prepare basic personal tax returns for individuals and offer professional guidance where needed.
- Bookkeeping and VAT: Handle bookkeeping and VAT returns, ensuring all reports are accurate and submitted on time.
Key Skills and Experience:
- Proven experience working within an accountancy practice, particularly in preparing accounts, tax returns, and providing business taxation advice.
- A strong understanding of VAT, corporate and business taxation, and personal tax returns.
- Excellent organisational skills and the ability to effectively manage multiple tasks.
- Strong communication skills with the ability to confidently advise clients.
- High attention to detail, with the ability to work autonomously while adhering to the Practice's systems and standards.
- Practical experience in an accountancy practice is essential.
- Formal accounting qualifications (e.g., ACA, ACCA, AAT) are beneficial but not required.
Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.
