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Financial Services Manager
2 months ago
A leading accountancy firm in Lincoln is seeking a skilled Accountant to join their team as a Client Manager. This role involves developing long-term relationships with clients, providing accounting, business support, and growth services to meet their needs.
Clients include small limited companies, partnerships, sole traders, property landlords, and personal tax returns. The successful candidate will have experience working in an accountancy firm, with qualifications such as ACA, ACCA, or AAT being advantageous.
The Client Manager will conduct client meetings, both in-person and virtually, to discuss and deal with accounts, tax, and wider business advisory points. They will also build and maintain strong, professional relationships with clients, colleagues, and external partners.
The role involves managing client portfolios efficiently, including pre-year-end meetings, preparing and submitting annual accounts, tax returns, and liaising with HMRC and Companies House on behalf of clients. Additional responsibilities include completing self-assessment tax returns, HMRC Let Property Campaign, and 60-day CGT returns.
The ideal candidate will have excellent communication and organizational skills, with the ability to work independently and as part of a team. They will be proficient in relevant software tools and have a strong understanding of accounting and tax regulations.
This is an excellent opportunity for a motivated and experienced Accountant to join a dynamic and growing firm, with opportunities for career development and growth.
