Client Services Manager - Accountancy Practice £50000 to £60000 depending on experience
Hello Recruitment is delighted to be recruiting a Client Services Manager for a vibrant Accountancy Practice based in Ampthill, Bedfordshire.
The role involves managing a varied portfolio of audit (where applicable) and non-audit clients, overseeing the delivery of high-quality statutory accounts and audit assignments (where applicable), and leading, developing, and mentoring junior team members. This is a key role within the firm, offering exposure to a broad client base and clear opportunities for progression.
Portfolio expectations: Up to £750k
Key Responsibilities include
Client Management
* Manage a diverse portfolio of audit (where applicable) and accounts clients, acting as the main point of contact, taking responsibility for;
Team/Resource planning
Management of WIP and billing (in accordance with our internal KPIs)
Efficient use of IT resources available.
Client onboarding, engagement, and disengagement in conjunction with the admin team.
Build and maintain strong client relationships, providing a high level of service and technical support
Identify opportunities for additional services and assist partners with business development
Accounts
Review statutory accounts prepared under UK GAAP (FRS 102 and FRS 105) and, where applicable, IFRS
Resolve technical accounting issues, escalating complex matters where appropriate
Ensure accounts are completed efficiently, within budget, and to a high technical standard
Ensure that files are complete and delivered to the Directors in a timely manner to enable Director review prior to client meetings
Ensure compliance with relevant accounting standards, ethical requirements, and internal firm procedures
Contribute to accounts quality initiatives
Keep up to date with changes in accounting and regulatory standards
Audit (Where applicable)
Plan, manage, and review statutory audit assignments from planning through to completion
Resolve technical auditing issues, escalating complex matters where appropriate
Ensure that files are complete and delivered to the Directors in a timely manner to enable Director review prior to fieldwork commencing (planning) and client meetings (completion)
Ensure compliance with UK auditing standards, ethical requirements, and internal firm procedures
Contribute to audit quality initiatives and support internal and external monitoring visits
Keep up to date with changes in accounting, auditing, and regulatory standards
Tax
Corporation Tax
Ensure that corporate tax compliance matters are met
Consider tax planning opportunities
Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework.
Personal Tax
Ensure personal tax compliance requirements are met and be responsible for the whole process.
Consider tax planning opportunities and identify changes in client circumstances that need attention
Ensuring that clients are given good, pro-active advice as to limiting their tax liabilities within the boundaries of the legislative framework.
P11D
Ensure compliance requirements are met.
Other Tax
Deal with other tax issues as they arise including (but not exclusively) ATED, CGT, IHT, HMRC tax enquiries.
Company Secretarial
Ensure the data held on Companies House is correct, current & kept up to date.
Where data is out of date or changes are required, to be responsible for ensuring those changes are made and submitted to Companies House either in line with the client requirements or statutory guidelines.
Ad Hoc Tasks
Attend & actively participate in management meetings and workflow meetings
Assist the director or client with ad hoc projects as requested.
Team Leadership
Lead, supervise, and mentor staff, including seniors and trainees taking an active role in recruitment for you team and responsibility for probationary reviews, appraisals, and formal and on the job training
Review work prepared by junior staff and provide clear, constructive feedback
Assist with workflow planning and resourcing across assignments
Person Specification
Essential
ACA or ACCA qualified (or equivalent)
Significant experience within a UK accountancy practice, including audit if applicable
Strong technical knowledge of UK GAAP and UK auditing standards (if applicable)
Experience managing and reviewing relevant assignments
Proven ability to manage multiple clients and deadlines
Strong communication and interpersonal skills
Desirable
Experience working with owner-managed businesses and SMEs
Exposure to group audits and consolidations
Experience of staff development and performance management
Familiarity with accounting and audit software such as MWP, CaseWare, CCH, IRIS, or similar
What We Offer
Competitive salary of up to £60000 and benefits package
Hybrid and flexible working options
Clear career progression and development opportunities
Supportive and collaborative working environment
Ongoing technical and professional training