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Client Manager - Accountant

Clear IT Recruitment Limited
Posted 2 days ago, valid for 17 days
Location

Waterlooville, Hampshire PO8 9RX, England

Salary

£48,000 - £57,600 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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  • An exciting opportunity exists for an experienced Client Manager in Waterlooville, Hampshire, offering a dynamic work environment.
  • The role involves building relationships with clients and delivering essential services, including preparing accounts and tax returns for various business types.
  • Candidates must have at least 3 years of overall accounting practice experience, with 2 years in a similar role, and possess sound tax knowledge.
  • The position requires effective communication skills and proficiency in IT, particularly with Excel, Word, and ideally QuickBooks and Xero.
  • Salary details are not specified, and interested applicants are encouraged to contact Clear Legal Recruitment Limited for more information.

An exciting opportunity for an experienced Client Manager to be part of a dynamic and forward-thinking organisation based in Waterlooville, Hampshire.

As part of a highly energy team, you will play a crucial role, building relationships with a growing client portfolio and delivering key work. This role will be exceptionally exciting to a candidate looking developer their career.

Duties will include:

• To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies. • To communicate with clients via phone, email, social media and in person, including chasing records. • To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc. • To onboard new clients and integrate them into your portfolio - _this will include bookkeeping, compliance etc to then be handed over to the relevant department. • To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients. • To review and advise clients on advisory level to include cashflow, budgets, pricing etc. • To complete, review and prepare book-keeping, VAT returns and CIS. • To maintain electronic filing of books and records both internally as well as management of client administration and records. • To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries. • To participate in activities necessary to support the smooth running of the office environment. • To manage and maintain your professional development and learning including any relevant CPD required by your professional body. • To ensure and update HMRC/Companies House statutory information is accurate. • To attend networking events where required. • To prepare and execute year end client meetings.• Internal and external training e.g., client bookkeeping training and as applicable as per our company values. • To carry out client fee reviews.

Applicants must possess:

• Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies. • Must hold membership to a professional body (does not need to be a chartered body) • Be confident in providing direct advice to clients. Sound tax knowledge is a must. • Be an effective communicator, able to communicate at all levels across the company and to clients directly. • Experience working in accounting practice within the last 2 years with at least 3 years accounting practice experience overall. • Good standard of verbal and written English. • Proficient IT skills (Excel & Word are essential) • A sound working knowledge of QuickBooks and Xero (desirable).

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.

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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.