- 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 clients 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
Back to searchYour 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 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 Role and ResponsibilitiesWhile in this position your duties may include but will not be limited to:
Senior Client Manager
NET Recruit
Posted 15 hours ago, valid for 25 days
Portsmouth, Hampshire PO2 9JY
£55,000 - £66,000 per annum
Full Time
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Sonic Summary
- NET Recruit is seeking a Senior Client Manager for a financial services business in Greater Portsmouth, offering a salary of up to £52,000 depending on experience.
- The role involves leading a team of accounting professionals and managing client accounts, including tax returns and financial advice.
- Applicants must be fully ACCA/ACA qualified with substantial experience in an accountancy practice environment.
- Strong communication skills and proficiency in accounting software like Excel, Xero, and QuickBooks are essential.
- The company emphasizes employee wellbeing, providing a generous holiday allocation and opportunities for career progression.