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Client manager - tax

Yeovil
The Clear
Client manager
Posted: 12 June
Offer description

Job Description

My client, a UK Top 50 firm are industry leading financial experts working at the cutting edge of digital accounting, financial planning, and tax advice in a wide range of personal and business areas. They believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.

They serve clients across Somerset, Devon, and Wiltshire. Their team of over 350 highly trained and qualified staff caters to 5000+ clients, cementing their reputation as trusted financial advisors and accountants.

They are looking for a Client Manager in Tax to join their office in Yeovil - Somerset.

Responsibilities:

• Manage your own portfolio within the team, delivering high-quality accountancy and tax services.• Work closely with the Tax Team and Adviser to handle more complex tax advisory work, ensuring it meets deadlines and standards for senior review.• Support the Adviser by preparing and managing non-compliance work, easing the workload, and ensuring smooth delivery of client services.• Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance.• Proactively identify opportunities to add value for both clients and the firm, collaborating with specialists across the business to meet clients' needs.

You don’t need to be a tax expert, but some experience in tax is essential to help manage and prepare work for review by my clients Tax Team. This is a fantastic opportunity for a skilled accountant who enjoys taking a hands-on approach to client management while helping to streamline processes for senior advisers. A rural background is helpful but not essential—what matters most is your drive to deliver excellent service.

Requirements:

Already chartered, the ideal candidate will have a strong accountancy background along with experience in tax.Furthermore, you should demonstrate excellent communication skills to build strong relationships with clients and colleagues. Experience in a similar role within a practice environment is essential, as well as the ability to manage multiple client accounts effectively.I am looking for a self-motivated individual who is dedicated to delivering exceptional client service and driving results.

Benefits:

• Generous Holiday Allowance -with the option to purchase up to 5 additional days.• Celebrate Your Birthday - Enjoy an extra day off to celebrate.• Flexible Working - Hybrid working model• Employee Assistance Programme - Confidential support available 24/7 for your mental, physical, and financial wellbeing.• Ongoing Professional Development - Full funding for your professional qualifications, with continuous learning opportunities.• Perks and Discounts - Access to exclusive employee discounts on a wide range of products and services.• Pension Scheme - A competitive pension to help plan for your future.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

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