Senior Client Manager - Accountancy Expertise Ltd : Job Details

Our client a forward thinking, independent accountancy practice is seeking an Senior Client Manager to join their growing team in Waterlooville.

The position will involve managing your own mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies, dealing with accounts, tax, bookkeeping and VAT. You will also assist other areas of the business as and when required.

Key Duties:-

• Supporting the Manager with planning and monitoring the accountancy team's performance and assisting with their development and progress. You will also be involved with the recruitment process.
• Prepare, send and submit accounts and tax returns for a mix of clients including Sole Traders, Partnerships and Limited Companies
• Liaise with clients via phone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentation
• Be involved with the onboarding of new clients, integrating them into your own portfolio
• Assessing and advising 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.
• Complete, review and prepare bookkeeping, VAT returns and CIS where required
• Deal with HMRC queries and resolving issues as and when required
• Maintain electronic filing of books and records
• Management of client administration and records
• Manage and maintain professional development and learning and carry out relevant CPD required by your professional body
• Attend network events when required
• Ensure all deadlines are met with HMRC, SLA etc.
• Prepare and execute year end client meetings.
• Internal and external training e.g., client bookkeeping training.
• Carry out client fee reviews
• Undertake any other ad-hoc duties to assist the business as and when required

You will ideally have at least 4 years' practice experience with a good accounts background, as well as holding a professional qualification such as AAT, ACCA or ACA, although study may be provided if required.

A good working knowledge of Excel, QuickBooks and Xero would also be an advantage.

This is an excellent opportunity with a friendly professional firm, with a flexible working and good benefits.

They also offer good prospects for progression.