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Senior Client Manager

Accountancy Expertise Ltd
Posted 11 days ago, valid for 7 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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  • Our client, an independent accountancy practice, is looking for a Senior Client Manager in Waterlooville.
  • The role requires managing a mixed portfolio of clients, including Sole Traders, Partnerships, and Limited Companies, with a focus on accounts, tax, bookkeeping, and VAT.
  • Candidates should have at least 4 years of practice experience and hold a professional qualification such as AAT, ACCA, or ACA.
  • The position offers a competitive salary and the opportunity for professional development within a friendly and flexible working environment.
  • Familiarity with Excel, QuickBooks, and Xero is advantageous, and the firm provides good prospects for career progression.

Our client a forward thinking, independent accountancy practice is seeking an Senior Client Manager to join their growing team in Waterlooville.

The position will involve managing your own mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies, dealing with accounts, tax, bookkeeping and VAT. You will also assist other areas of the business as and when required.

Key Duties:-

  • Supporting the Manager with planning and monitoring the accountancy team's performance and assisting with their development and progress. You will also be involved with the recruitment process.
  • Prepare, send and submit accounts and tax returns for a mix of clients including Sole Traders, Partnerships and Limited Companies
  • Liaise with clients via phone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentation
  • Be involved with the onboarding of new clients, integrating them into your own portfolio
  • Assessing and advising 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.
  • Complete, review and prepare bookkeeping, VAT returns and CIS where required
  • Deal with HMRC queries and resolving issues as and when required
  • Maintain electronic filing of books and records
  • Management of client administration and records
  • Manage and maintain professional development and learning and carry out relevant CPD required by your professional body
  • Attend network events when required
  • Ensure all deadlines are met with HMRC, SLA etc.
  • Prepare and execute year end client meetings.
  • Internal and external training e.g., client bookkeeping training.
  • Carry out client fee reviews
  • Undertake any other ad-hoc duties to assist the business as and when required

You will ideally have at least 4 years' practice experience with a good accounts background, as well as holding a professional qualification such as AAT, ACCA or ACA, although study may be provided if required.

A good working knowledge of Excel, QuickBooks and Xero would also be an advantage.

This is an excellent opportunity with a friendly professional firm, with a flexible working and good benefits.

They also offer good prospects for progression.

Apply now in a few quick clicks

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.