Back to search
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.
