Accountancy Client Manager

3 weeks ago

Portsmouth, United Kingdom Lillium Trades Full time

Our client has an exciting new opportunity for an Accountancy Client Manager (Accountant) to join their expanding business.

You will be joining a friendly team of 30+ Accounting, Bookkeeping and Payroll professionals.

**Role**: Accountancy Client Manager (Accountant)

**Salary**: £35,000 - £45,000 per year + Benefits (listed below)

**Location**: 10 minutes from Portsmouth

**Schedule**: 40 hours per week

**About our Client**

They help small businesses start, survive, and grow. They have a wide variety of skills, accreditations and professional body memberships including:

- Memberships to chartered accounting bodies (ACCA)
- Memberships to other professional accounting and tax bodies (AAT, ATT)
- Memberships to payroll professional bodies
- ‘Gold’ Xero Certified Advisors
- ‘Elite’ level QuickBooks Online Advisors

**Accountancy Client Manager (Accountant)**

**Key responsibilities**:

- To prepare, send and submit accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
- To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc.
- To onboard new clients and integrate them into your portfolio - this will include bookkeeping, compliance etc to then be handed over to the relevant department.
- To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
- To review and advise clients on advisory level to include cashflow, budgets, pricing etc.
- To complete, review and prepare book-keeping, VAT returns and CIS.
- To maintain electronic filing of books and records both internally as well as management of client administration and records.
- To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
- To participate in activities necessary to support the smooth running of the office environment.
- To manage and maintain your professional development and learning including anyrelevant CPD required by your professional body.
- To ensure and update HMRC/Companies House statutory information is accurate.
- To attend networking events where required.
- To prepare and execute year end client meetings.
- Internal and external training e.g., client bookkeeping training and as applicable as per the company values.
- To carry out client fee reviews.

**Person Specification**

**Essential Skills**
- Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
- Must hold membership to a professional body (does not need to be a chartered body)
- Be confident in providing direct advice to clients. Sound tax knowledge is a must.
- Be an effective communicator, able to communicate at all levels across the company and to clients directly.
- Experience working in accounting practice within the last 2 years with at least 3 years accounting practice experience overall.
- Good standard of verbal and written English.
- Proficient IT skills (Excel & Word essential).
- A sound working knowledge of QuickBooks and Xero (desirable).

**Personal Attributes**
- Being able to work to tight deadlines both internally and externally (HMRC).
- Excellent time management skills and the ability to prioritise.
- Committed to providing exemplary customer care.
- Enthusiastic and well presented for an office environment with a friendly and positive attitude.
- Desire for self-improvement, to learn and improve skills.
- Self-motivated and confident to ask or help if needed.
- Attention to detail is key.

**Benefits**:

- Flexible working environment.
- Paid time off at Christmas.
- Access to an Employee Assistance Programme.
- Access to Healthcare Cash Plan.
- Paid day off for your birthday.
- Office Christmas party.
- Holiday reward scheme based on length of service**.**

**Next Steps**

We look forward to hearing from you.

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