Client Relationship Manager

Our team is growing and we are looking for someone with experience of working in a fastpaced accountancy firm to join our team. If you are a team player fuelled by ambition, then this role might just be for you. As an Accountant in our Accounts Team, you’ll be working with a wide range of SMEs across a variety of sectors.

You will be overseeing and assisting in the preparation of year-end accounts and associated submissions for Manager review. This will include:

• Accounts preparation and submission FRS
  105 and FRS
  102(1A).
• Tax computations (personal and corporate).
• Bookkeeping on a variety of software packages, predominantly Xero.
• Managing a portfolio of clients.
• Holdings meetings with new and existing clients.
• Plus other ad hoc duties.

• Co-ordinating with other departments of the firm, such as payroll and audit.
• Proactively communicating and coordinating with the client.
• Planning your own workload, managing deadlines and effectively prioritising work.
• Ensuring that processes and services undertaken are conducted with a risk-managed approach and to high standards.
• Ensuring integrity and completeness of supporting information on the accounting records and on our internal document storage system, to provide a full audit trail and transparency.

• 4
  -5 years’ experience of working in practice (part-qualified or AAT)

• Xero cloud software and related apps, accounts production software and tax software.
• Microsoft Excel (including use of pivot tables, Vlookups and SUMIFS).
• Delivering a high level of customer service. building strong client relationships.
• Mentoring and coaching junior colleagues.

• Tech savvy and tech focussed.
• Self-starter with a positive, can-do attitude.
• Excellent communication skills and high level of attention to detail.
• Customer focussed - understanding of customer needs and concerns.
• Able to develop relationships with other departments in the firm.
• Risk based approach with clear weighting to areas of significant financial and operational risk.
• Organised with good time management skills and ability to take responsibility for own actions.
• Willing to undertake the mundane as well as the exciting parts of the job – we are a small organisation and everyone has to be willing to get stuck in!