Client Manager

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