Financial Services Manager

3 weeks ago


Sevenoaks, Kent, United Kingdom Pro Talent Full time
Job Description

As a Financial Services Manager at Pro Talent, you will be responsible for delivering high-level client service with a focus on value addition. This includes meeting client deadlines and ensuring confidentiality of sensitive data.

The successful candidate will have strong communication skills, proficiency in accounting software, and a dedication to meeting client needs. The role offers a fantastic opportunity to join a supportive team, uphold our values, and further your career in accounting.

Key Responsibilities:

  • Client manager responsibilities for a portfolio of clients
  • Preparation of proposals for new and existing clients
  • Preparation and reviewing of VAT returns
  • Preparation and reviewing of basic management accounts
  • Preparation of CIS returns
  • Preparation of statutory reporting
  • Year-end opening balance adjustments
  • Preparation of Corporation Tax returns
  • Company secretarial services
  • Reviewing work from a Client Assistant prior to publishing this within Xero or relevant accounting system
  • Go-to person for initial client queries
  • Software support for clients
  • Xero and app setups/training
  • Budgets/forecasts with clients
  • Training Client Assistant and Client Adviser roles

Deliverables:

  • Meet client deadlines and ensure confidentiality of sensitive data
  • Act as the go-to person for client queries

Requirements:

  • Strong communication skills
  • Proficiency in accounting software
  • Dedication to meeting client needs

Salary: £40,000 - £60,000 per annum depending on experience.



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