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Senior Client Manager

2 months ago

Waterlooville, Hampshire, United Kingdom Accountancy Expertise Ltd Full time

**About Us**

Accountancy Expertise Ltd is a forward-thinking, independent accountancy practice seeking an experienced Senior Client Manager/Accountant to join their growing team.

The position involves managing a mixed portfolio of clients, including sole traders, partnerships, and limited companies, dealing with accounts, tax, bookkeeping, and VAT. You will also assist other areas of the business as required.

**Key Responsibilities:**

  • Support the Manager in planning and monitoring the accountancy team's performance, assisting with their development and progress, and participating in the recruitment process.
  • Prepare, send, and submit accounts and tax returns for a mix of clients, including sole traders, partnerships, and limited companies.
  • Liaise with clients via phone, email, and in person, attending meetings as necessary, and dealing with queries and chasing necessary documentation.
  • Be involved in the onboarding of new clients, integrating them into your own portfolio.
  • Assess and advise clients on their tax position.
  • Optimize and plan the tax efficiency of clients.
  • Review and advise clients on advisory-level matters, including cash flow, budgets, pricing, etc.
  • Complete, review, and prepare bookkeeping, VAT returns, and CIS as required.
  • Deal with HMRC queries and resolve issues as necessary.
  • Maintain electronic filing of books and records.
  • Manage and maintain client administration and records.
  • Manage professional development and learning, carrying out relevant CPD required by your professional body.
  • Attend network events as required.
  • Ensure all deadlines are met with HMRC, SLA, etc.
  • Prepare and execute year-end client meetings.
  • Internal and external training, such as client bookkeeping training.
  • Carry out client fee reviews.
  • Undertake any other ad-hoc duties to assist the business as required.

**Requirements:**

  • At least 3 years' practice experience with a good accounts background.
  • Holding a professional qualification such as AAT, ACCA, or ACA.
  • A good working knowledge of Excel, QuickBooks, and Xero.

This is an excellent opportunity with a friendly professional firm, offering flexible working and good benefits. Good prospects for progression are also available.