Accountancy Client Manager

Our client has an exciting new opportunity for an Accountancy Client Manager (Accountant) to join their expanding business.

You will be joining a friendly team of 30+ Accounting, Bookkeeping and Payroll professionals.

**Role**: Accountancy Client Manager (Accountant)

**Salary**: £35,000 - £45,000 per year + Benefits (listed below)

**Location**: 10 minutes from Portsmouth

**Schedule**: 40 hours per week

**About our Client**

They help small businesses start, survive, and grow. They have a wide variety of skills, accreditations and professional body memberships including:

- Memberships to chartered accounting bodies (ACCA)
- Memberships to other professional accounting and tax bodies (AAT, ATT)
- Memberships to payroll professional bodies
- ‘Gold’ Xero Certified Advisors
- ‘Elite’ level QuickBooks Online Advisors

**Accountancy Client Manager (Accountant)**

**Key responsibilities**:

- To prepare, send and submit accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
- To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc.
- To onboard new clients and integrate them into your portfolio - this will include bookkeeping, compliance etc to then be handed over to the relevant department.
- To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
- To review and advise clients on advisory level to include cashflow, budgets, pricing etc.
- To complete, review and prepare book-keeping, VAT returns and CIS.
- To maintain electronic filing of books and records both internally as well as management of client administration and records.
- To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
- To participate in activities necessary to support the smooth running of the office environment.
- To manage and maintain your professional development and learning including anyrelevant CPD required by your professional body.
- To ensure and update HMRC/Companies House statutory information is accurate.
- To attend networking events where required.
- To prepare and execute year end client meetings.
- Internal and external training e.g., client bookkeeping training and as applicable as per the company values.
- To carry out client fee reviews.

**Person Specification**

**Essential Skills**
- Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
- Must hold membership to a professional body (does not need to be a chartered body)
- Be confident in providing direct advice to clients. Sound tax knowledge is a must.
- Be an effective communicator, able to communicate at all levels across the company and to clients directly.
- Experience working in accounting practice within the last 2 years with at least 3 years accounting practice experience overall.
- Good standard of verbal and written English.
- Proficient IT skills (Excel & Word essential).
- A sound working knowledge of QuickBooks and Xero (desirable).

**Personal Attributes**
- Being able to work to tight deadlines both internally and externally (HMRC).
- Excellent time management skills and the ability to prioritise.
- Committed to providing exemplary customer care.
- Enthusiastic and well presented for an office environment with a friendly and positive attitude.
- Desire for self-improvement, to learn and improve skills.
- Self-motivated and confident to ask or help if needed.
- Attention to detail is key.

**Benefits**:

- Flexible working environment.
- Paid time off at Christmas.
- Access to an Employee Assistance Programme.
- Access to Healthcare Cash Plan.
- Paid day off for your birthday.
- Office Christmas party.
- Holiday reward scheme based on length of service**.**

**Next Steps**

We look forward to hearing from you.