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Client Manager

Waterlooville

Our client a forward thinking, independent accountancy practice is seeking an Accountant/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:-

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 3 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 environment, pension, structured training, employee assistance programme, onsite parking and regular social events.

They also offer good prospects for progression.

Apply

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Client Manager jobs in Waterlooville

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