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 UK’s 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