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Client manager

Grantham
Blusource Professional Services Ltd
Client manager
Posted: 30 March
Offer description

An established firm of accountants based in Lincoln are looking to hire a Client Manager, to work out of their office in Lincoln.

The firm has built a reputation for its proactive and client-focused approach, offering services such as fixed-price accounting, personal tax and self-assessment, consultancy and advisory, forecasting and budgeting, SEIS/EIS support, R&D tax credits, and company secretarial services. With a strong emphasis on the well-being of their team.

The firm has become a trusted advisor for small businesses, freelancers, and entrepreneurs across sectors like film, television, music, media, advertising, architecture, and technology.

The firm is a certified Xero Gold Partner and is licensed by the Association of Accounting Technicians (AAT), underscoring its commitment to innovation and professional standards.

This is a hybrid role which is office-based on a minimum of two days per week, Tuesdays and Thursdays, with home working accommodated on Mondays, Wednesdays and Fridays.


Responsibilities:

* Being the main point of contact for a portfolio of clients
* Preparing statutory accounts and corporation tax computations for micro entities and small companies, for filing with Companies House and HMRC respectively
* Preparing accounts and trade profit computations for unincorporated businesses
* Providing regular management reports and forecasts to clients using highly innovative tech
* Reviewing financial record keeping for clients using Xero
* Raising and resolving record keeping queries with clients
* Preparing quarterly financial reviews
* Preparing management accounts
* Reviewing quarterly VAT returns
* Interpreting financial statements and discussing them with clients
* Maintaining accurate and up-to-date client data with relevant authorities
* Dealing with routine correspondence with HMRC on behalf of clients


Requirements:

* A positive attitude
* Minimum 2 years experience in a similar, client-facing role in accountancy practice
* Proficiency with Xero
* The ability to effectively manage workloads and meet deadlines
* Excellent communication skills

Benefits:

* Market-leading salary package
* Quarterly performance-based bonus scheme
* Generous annual leave which increases with length of service
* On the job training and well-rounded practical experience
* A client facing role working with the UKs most exciting and disruptive start-ups, entrepreneurs and SME owners across the creative sectors
* A career with a highly reputable firm that puts its people and their wellbeing first
* Excellent career progression
* Fun and vibrant offices based in central Lincoln
* Hybrid working, with up to 3 days a week from home (following probation)
* Monday to Friday 7.5 hours per day, regular start and finish times to be agreed to suit the employee but with core hours between 9am and 4pm.


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