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Senior Client Manager

NET Recruit
Posted a day 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 Senior Client Manager for a financial services business in Greater Portsmouth, offering a salary of up to £52,000 based on experience.
  • The role involves leading a small accounting team and managing client accounts, including preparation and submission of tax returns.
  • Candidates must be fully ACCA/ACA qualified with substantial experience in an accountancy practice environment.
  • Strong communication skills and proficiency in accounting software such as Excel, Xero, and QuickBooks are essential.
  • The position promises generous holiday, pension, and career progression opportunities within a supportive and holistic business environment.
Your Company:The team at NET Recruit are partnering with a fantastic financial services business located in the Greater Portsmouth area, who are keenly searching for a Senior Client Manager on a permanent basis to join their small but growing team. This business offers a range of professional services to its clients, and prides itself on keeping its holistic and core values at the forefront of its operations.Not only will the position holder be able to handle accounting duties, as per the rest of the team, but they will also take on leadership duties as well, leading and developing a core team of accounting professionals to deliver a seamless service including accounts preparation and tax returns for Sole Traders, Partnerships and Limited Companies.Your Roles and Responsibilities:
  • Leading and developing a team of direct reports within the accounting team, including holding 1-2-1 meetings, training, recruitment support and return to work interviews as needed and working with the Accountancy Manager to plan and monitor the performance of the team
  • Supporting the creation of internal systems and controls to ensure compliance with standards
  • Overseeing the preparation and submission of accounts and tax returns for clients, and when needed handling these personally
  • 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
  • Executing year end client meetings
  • Assessing and advising clients on their tax position, as well as cashflow, budgets and pricing
  • Completing bookkeeping, VAT return 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:The ideal candidate for this role will be fully ACCA/ACA qualified and have substantial experience within an accountancy practice environment, handling a caseload of clients with accounts preparation and tax returns. Applicants should also have a strong knowledge of tax and related subject matter. 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:For the successful candidate a starting salary of up to £52,000 dependent on previous experience and transferable knowledge will be available. 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 this excellent opportunity interests you, then please don't hesitate to apply today!

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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.