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Client manager

Workforce Staffing
Client manager
Posted: 16 November
Offer description

Job Title: Manager
Team: Accounts Department
Location: Midlands Office
Job Type: Full Time

* Competitive salary
* 26 days holiday plus public holidays
* Pension contributions exceeding the statutory minimum
* Health plan benefits
* Flexible working options
* Free parking at the office
* Clear opportunities for progression within the firm
* Ongoing training and professional development support

Written by: Louisa Morgan, Accountancy and Finance Recruiter
Supported by: Workforce Finance

https://weareworkforce.co.uk/finance/

At Workforce Finance, we are proud to be supporting a very well-established accountancy firm situated within the Midlands, in a pivotal role that is essential due to the continued growth of the business. This is an exciting opportunity to join a dynamic and expanding team in a forward-thinking accountancy practice.

Key Responsibilities:

* Review company financial statements and sole trade accounts
* Oversee corporation tax returns and ensure accuracy
* Draft advisory notes with the support of Senior Managers and Directors
* Manage annual personal tax filings for clients, ensuring compliance
* Demonstrate a strong understanding of financial statement disclosures
* Lead the management of client portfolios, acting as the primary point of contact
* Communicate with clients regarding deadlines and additional requirements
* Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
* Collaborate with clients to gather necessary information and ensure timely submissions
* Build and nurture strong client relationships, offering expert advice on financial matters
* Provide guidance on the interpretation of financial results and offer practical advice
* Support clients with the development and implementation of internal systems, controls, and accounting software
* Confidently communicate tax and financial advice to clients, helping them navigate complex issues
* Mentor and support the professional development of junior team members, including senior associates and supervisors

Attributes, Requirements & Skills:

* Minimum 2 years’ post-qualification experience in practice
* Professional qualification (ACA, ACCA, or equivalent)
* Proven experience managing your own portfolio of clients
* Strong commitment to maintaining high-level technical knowledge
* Proficient in Microsoft Outlook, Word, and Excel
* Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
* Strong awareness of technology and its application in accounting and practice management
* Self-motivated and proactive, able to apply skills to new and evolving scenarios
* Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
* Ability to work under pressure while maintaining focus and accuracy
* Exceptional analytical, research, and problem-solving abilities

Interested? To find out more, contact me at lmorgan@weareworkforce.co.uk or alternatively call 01527 390128.

#INDLM25

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