An exciting opportunity for an experienced Client Manager to be part of a dynamic and forward-thinking organisation based in Waterlooville, Hampshire.
As part of a highly energy team, you will play a crucial role, building relationships with a growing client portfolio and delivering key work. This role will be exceptionally exciting to a candidate looking developer their career.
Duties will include:
- To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
- To communicate with clients via phone, email, social media and in person, including chasing records.
- 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 any relevant 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 our company values.
- To carry out client fee reviews.
Applicants must possess:
- 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 are essential)
- A sound working knowledge of QuickBooks and Xero (desirable).
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.