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Client Manager

Mellis Blue Accountancy Recruitment
Posted a day ago, valid for 16 days
Location

Watford, Hertfordshire WD24 4LH

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, a boutique firm, is seeking an experienced client manager with a minimum of three years of UK practice experience in accounting.
  • The role offers a competitive salary along with excellent benefits and flexible office hours.
  • Responsibilities include preparing client accounts and tax returns, liaising with clients, and identifying tax planning opportunities.
  • Candidates should have strong computer literacy, excellent problem-solving skills, and be ACA or ACCA qualified, or qualified by experience.
  • The ideal candidate should possess strong communication skills, attention to detail, and the ability to build rapport quickly.

Our client, a boutique firm, require an experienced client manager, with UK practice experience to join their team

Excellent benefits, office based with flexible hours

you will have solid experience working in a UK firm firm of accountants, and be well versed in all areas of UK accounting in a practice environment

Responsibilities

  • Prepare client accounts and tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines, finalise paperwork for dispatch to client and H M Revenue & Customs
  • Liaise with clients to obtain relevant information for their accounts, acting in a proactive way and ensuring attention to details and effective questioning of client
  • Seek to identify business and personal tax planning opportunities, drawing to attention of partners/ client as appropriate. Preparation of necessary reports/ computations etc, liaising with other professional advisers as required.
  • Monitor own job quality and quantity in line with agreed budgets, meeting these targets and exceeding where possible
  • Record own chargeable time and ensure maximum recovery
  • Support trainees by providing on the job coaching
  • Attend courses that are appropriate to job role
  • Use appropriate support networks to clarify knowledge on complex queries such as CCH
  • Prepare client tax returns based on information supplied by client, advise on tax payable and payment dates and to meet deadlines in line with the firms’ standards
  • Assist the Partner and manager in taking responsibility for the proactive promotion of the Firm in conjunction with the marketing department

Critical Skills Required:

  • Ability to complete accounts files accurately and efficiently
  • Ability to complete personal tax returns accurately and efficiently
  • Strong computer literacy
  • Strong active listening skills
  • Excellent problem resolutions skills and idea generation ability

Critical Knowledge Required:

  • In depth accounts prep Knowledge
  • Knowledge of Accounting systems including, CCH, Xero, Sage line 50,

Qualifications Required

Essential: ACA or ACCA qualified, will consider qualified by experience.

Desirable: Degree or equivalent experience

Experience Required

Essential: Minimum of three years proven accounts experience within a practice environment

Desirable: Experience with cloud accounting software such as Xero.

Personal Qualities

  • Strong presence
  • Excellent communication skills
  • Quickly builds rapport and trust
  • Highly confidential
  • Good networker
  • Attention to detail
  • Resilient and energetic
  • Achiever and self-motivated
  • Organised
  • Creative
  • Analytical - quick thinker

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.