Job Description
Our client a forward thinking, independent accountancy practice is seeking a 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:-
* Manage a mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies and prepare, send and submit accounts and tax returns
* Supervise a small team of accountants, ensuring deadlines and client services are met
* Liaise with clients via phone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentation
* Check and review accounting and taxation work produced by your team, providing constructive feedback and training
* Support the Accountancy Managers with planning and and monitoring the performance of the accountancy team’s key performance measures e.g., weekly stats, timesheets etc.
* 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 5 years' practice experience with a good accounts background, as well as holding a professional qualification such as AAT, ACCA or ACA.
A good working knowledge of Excel, QuickBooks, Xero, Free Agent and Dext would also be an advantage.
This is an excellent opportunity with a friendly professional firm, who offer a flexible working environment, with at least one day working from home after the probationary period, as well as good benefits and prospects for progression.