Senior Client Manager

3 weeks ago


Waterlooville, Hampshire, United Kingdom Accountancy Expertise Ltd Full time

We are seeking an Accountancy Professional to join our team at Accountancy Expertise Ltd. The position will involve managing a mixed portfolio of clients, including Sole Traders, Partnerships, and Limited Companies, dealing with accounts, tax, bookkeeping, and VAT.

Key Responsibilities:

  • Supporting the Manager with planning and monitoring the accountancy team's performance and assisting with their development and progress.
  • Prepare, send, and submit accounts and tax returns for a mix of clients, including Sole Traders, Partnerships, and Limited Companies.
  • Liaising with clients via phone, email, and in-person meetings, dealing with queries, and chasing necessary documentation.
  • Onboarding new clients, integrating them into the portfolio, and assessing their tax position.
  • Providing tax advice to clients to optimize their tax efficiency and planning.
  • Reviewing and advising clients on cash flow, budgets, pricing, and other advisory-level topics.
  • Completing, reviewing, and preparing bookkeeping, VAT returns, and CIS as required.
  • Dealing with HMRC queries and resolving issues as needed.
  • Maintaining electronic filing of books and records.

This role requires a high level of expertise in accounting, tax, and bookkeeping, as well as excellent communication and organizational skills.


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