Chartered Accountant and Business Advisor
1 week ago
As a Client Manager at Stewart & Co., Chartered Accountants, you will be responsible for maintaining a portfolio of client accounts across various industries. Your role will involve requesting client records, reviewing junior team members' work, and preparing complex accounts and corporation tax returns. You will also be responsible for mentoring junior team members, building relationships with clients, and ensuring a commercial view with respect to fees charged versus actual time spent.
Key Responsibilities:
- Maintain a portfolio of client accounts across a variety of industries
- Responsible for start to end process of requesting client records, reviewing junior team members' work, issuing draft accounts, finalisation and billing process
- Preparation of complex accounts and corporation tax returns
- Assistance with delivery of management accounts
- Liaise with other departments, bookkeeping, payroll and personal tax to provide a full range of services
- Liaise with HMRC
- Mentoring of junior team members
- Building relationships with client and reviewing on a regular basis, ensuring they are getting the support they need and point of contact for client queries
- Report directly to the Partners
- Assist and implement company procedures and policies
Requirements:
- Post qualified practice experience, ACA or ACCA or qualified by experience
- Good general practice and commerciality understanding
- Experience gained within chartered accounting practice environment
- Demonstrable working knowledge of accounting standards and tax matters
- Comfortable client facing
- Happy to assist, manage and mentor trainees
- Excellent verbal and written communication skills
- Able to commute to and work from an office base in Camberley in Surrey, with some home working
- Driving license
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