An experienced Senior Accountant / Client Manager is required to join a forward-thinking, Chartered Accountancy Practice based in Potters Bar, Hertfordshire. This is a client-facing accounting role where you will manage your own portfolio of clients with the assistance of a Semi-Senior Accountant, working closely with them. You will work with a variety of clients from sole traders to high net worth organisations.
Client Manager Position Overview
As a Portfolio Manager, you will be a qualified or part-qualified ACCA/ACA Chartered Accountant or Client Manager/Accounts Manager with at least 5 years of practice experience. You should be able to work efficiently within a small accounting team, with excellent attention to detail, and respond quickly to queries, thinking on your feet.
* Review bookkeeping, management accounts, annual accounts, and tax returns. Prepare the accounts report to be sent to the client upon completion of each job.
* Contact clients to agree timescales for receiving information to complete accounts and tax returns.
* Plan the workload for the accounts team using the team planner.
* Liaise with the Office Manager regarding workflow, deadlines, and billing.
* Agree fees with clients in advance of work for clients not on an FPA.
* Prepare larger jobs from SAGE and/or manual records and post to IRIS, including business tax computations.
* Serve as the main point of contact for clients within the portfolio.
* Prepare IRIS accounting records for new clients, using opening trial balances, tax computations, and other information from previous accountants.
* Prepare personal tax computations and self-assessment tax returns.
* Prepare statutory accounts using the IRIS system, ensuring all disclosures are included.
* Prepare management accounts and liaise with clients.
* Ensure all clients receive the best possible service and that their expectations are met.
Client Manager Position Requirements
* Minimum of 5 years' practice experience.
* Client-facing experience.
* Experience reviewing accounts as an Accounts Senior.
* ACA or ACCA qualified, or with only a few papers remaining.
* Strong communication skills.
* Team player.
* Passion for helping clients grow.
* Experience in converting prospective clients and promoting services.
* Ability to review compliance work, deal with sign-offs, filings, and queries independently.
Client Manager Position Remuneration
* Salary of £40,000 - £60,000 depending on skills and experience.
* Ongoing training and career development.
* Office-based position.
* Gold ACCA training firm.
* On-site parking.
* Direct partner reporting with excellent career progression opportunities.
* Based in Potters Bar, Hertfordshire.
Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex, operating across the UK with specialist teams covering various industries.
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