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Assistant Client Service Manager

1 month ago

Ferndown Industrial Estate, United Kingdom The Work Shop Full time

Assistant Client Service Manager - Ferndown (Hybrid) - From £28,000

An amazing opportunity has arisen for an Assistant Client Service Manager to join a well-established Accountancy firm.

**Main purpose of role**

To provide a full administration support service to the Senior Client Service Managers along with responsibility for managing a small portfolio of clients and to provide PA support to the team.

**Key responsibilities**
- Responsibility for a small portfolio of clients as designated by the Director with the support of the SCSM / CSM
- Prepare small sole trader and partnership accounts and associated personal tax returns
- Prepare proposals for BAS client’s in accordance with company and regulatory procedures
- Have a thorough understanding of workflow throughout the BAS Division
- Have a thorough knowledge of all software platforms used by the BAS Division
- Call in books and records in accordance with workflow timescales and maintain database of records held
- Issue invoices through invoicing system and update the work planner
- Maintenance of client details on current databases
- Creation and completion of tasks and jobs as appropriate
- Scan and upload client records to portal
- Ensure that all client accounting information is booked in and allocated to the relevant CSM
- Ensure that year end accounts are sent to the outsourcing resource, monitoring progress and queries, and allocation to CSMs for timely review
- Deliver year end accounts for client review and approval, and submission to HMRC
- Run client’s payrolls
- Undertake bookkeeping for clients, along with requesting information and filing VAT Returns

**Skills/Knowledge Required**
- Experience of professional services environment.
- Knowledge of Xero/Quickbooks and other bookkeeping software
- Knowledge of payroll process
- Knowledge of preparing Sole trader and Partnership accounts
- Knowledge of preparing basic personal tax returns

**Benefits**
- free parking
- hybrid working
- 28 days annual leave but additional holiday with length of service
- extra days off for Christmas
- Buy and sell annual leave policy
- Simply health cash plan
- Salary exchange pension scheme (WG pass across all ER NI saving to EE pension).

Monday to Friday - 37.5h per week

Hybrid - 3 days from home and 2 days from the office

Ferndown

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