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Client manager - tax

Yeovil
Permanent
The Clear
Client manager
Posted: 13 June
Offer 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 ...

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