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Client Manager
3 months ago
Your new company
My client is a well established firm of Chartered Accountants based on the outskirts of Guildford. They boast on-site parking, hybrid and flexible working options, study support and a loyal client base. You will work as part of the tax team within the firm providing compliance and advisory services to a portfolio of around 120 clients which you will be left to manage accordingly.
You will
- Manage a portfolio of circa 120 clients
- Clients range from simple company director returns through to sizeable investment portfolios, partnerships and trusts.
- Provide advice to clients as needed across various facets including, pension planning, EIS, VCTs, IHT, CGT and some VAT work as needed
- Complete compliance duties on time and within deadlines
- Be the main point of contact for your portfolio to answer ad hoc queries and to request information as you need it.
- Clients range from simple company director returns through to sizeable investment portfolios, partnerships and trusts.
- Become a trusted member of the team and develop your skills to further your career with progression planning opportunities available
- This will provide an increased scope for your role leading to you assisting the Tax Partner with personal and corporate tax advice and planning, including private company restructuring and sale, share schemes, corporate finance and due diligence.
You will be either ATT or CTA qualified or be qualified by experience. You will have gained experience with managing client relationships, answering queries from clients and general personal tax compliance. What you'll get in return
You will receive a salary dependent on experience between £30,000 and £60,000. A full study package for the ATT or CTA qualification if needed. Flexible working options are available along with hybrid working to suit your needs. On-site parking is available. What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
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