Client Manager

3 weeks ago


Lincoln, Lincolnshire, United Kingdom Vanilla Recruitment (UK) Ltd Full time
{"title": "Client Manager", "content": "Client Manager

Vanilla Recruitment (UK) Ltd is seeking an experienced Client Manager to join their business advisory services in Lincoln. The role will be to develop long-term relationships with new and existing clients and ensure all elements of their accounting, business support, and growth needs are met.

Key Responsibilities:
  • Conduct client meetings face-to-face and virtually to engage with potential new clients and support existing clients.
  • Respond to enquiries from prospective and existing clients.
  • Ensure appropriate and profitable pricing strategies for new and existing clients.
  • Manage the workflow of client portfolios, including pre-year-end meetings, preparation and submission of annual accounts, tax returns, and liaising with HMRC and Companies House on behalf of clients.
  • Complete self-assessment tax returns, HMRC Let Property Campaign, and 60-day CGT returns.
  • Perform bookkeeping, VAT returns, CIS services for assigned clients as and when needed.
  • Attend networking meetings and events to raise awareness of the organisation.
  • Provide support to management and team members when required.
Requirements:
  • Minimum of 2 years previous experience within an accountancy practice with exposure to personal tax computations.
  • AAT qualified or studying, or QBE.
  • Up-to-date tax knowledge.
  • Understanding of Karbon, Xero, TaxCalc, QuickBooks, and Dext desirable.
  • Excellent communication skills, both written and verbal.
  • Ability to work effectively within a team environment.
  • Key attention to detail.
", "lang_code": "en"}
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