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Client Manager

NET Recruit
Posted 19 days ago, valid for 7 days
Location

Portsmouth, Hampshire PO2 9JY

Salary

£55,000 - £66,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • NET Recruit is seeking a permanent Client Manager for a financial services business in the Greater Portsmouth area, following significant growth.
  • The role involves preparing accounts and tax returns, conducting client meetings, and acting as the main point of contact for clients, including Sole Traders and Limited Companies.
  • Candidates should have prior experience as a Client Manager or Accountant, ideally within an Accountancy Practice, and be part or fully ACCA/ACA qualified.
  • The starting salary for this position is up to £42,000, depending on experience and transferable skills.
  • The company offers a strong emphasis on work-life balance, generous holiday allocation, and opportunities for professional development and career progression.
Your CompanyThe team at NET Recruit are partnering with a fantastic financial services business located in the Greater Portsmouth area, who are keenly searching for a Client Manager on a permanent basis to join their small but growing team. With a range of professional services offered, and now following a very successful period of recent growth and development (circa 30% year on year), the company are looking to expand their roster of clients, and the acquisition of a Client Manager will aid enormously in this. The position itself will prove invaluable, to assist the team with financial duties and act as a point of contact for the customer base, including Sole Traders, Partnerships and Limited Companies, to seamlessly deliver the high-quality accounting services of the business, including accounts and tax return preparation.  Your Role and ResponsibilitiesWhile in this position your duties may include but will not be limited to:
  • Preparing and submitting accounts and tax returns for clients
  • Holding client meetings and utilising the phone, email, social media and in person methods to communicate with clients
  • Onboarding seamlessly, new clients, ensuring they are well integrated into the portfolio and when needed, conducting client fee reviews
  • Assessing and advising clients on their tax position
  • Completing bookkeeping, VAT returns and CIS
  • Acting as the key point of liaisons on the client’s behalf for outside parties including HMRC and Companies, ensuring that information held there is updated and accurate and dealing with any queries in a proactive manner
What you will need to Apply:For this role, candidates will ideally have prior relatable experience, from within a previous Client Manager or Accountant role and ideally from within an Accountancy Practice environment, whereupon exposure has been gained in preparing tax returns and accounts. To be considered for this role you should also be part or fully ACCA/ACA qualified. Communication skills are vital for this role in order to liaise effectively with both internal departments and the client base. Alongside this, applicants should have excellent knowledge of Excel, Xero, QuickBooks and other relevant accounting software.  What you will get in Return:The company highly values employee wellbeing and satisfaction, thus a personal-work life balance is at the heart of their values. Candidates can expect to receive a starting salary of up to £42,000 dependent on previous experience and transferable knowledge. Additionally, you will get a generous holiday allocation and other incentives such as pension, rewards and perks.Most importantly, you will become a part of a holistic and personable business, surrounded by dedicated professionals who strive to increase the exposure of the company and its subsequent growth on a daily basis. There will be access to market-leading training and further development options, with opportunities for future career progression being of strict importance within this business.  If you are interested in the role, and would like to learn more information, please reach out to:Phoebe Jones - Talent Acquisition SpecialistM:E:

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.