Client Manager; Accountant Job Waterlooville area,England UK,Accounting

Position: Client Manager (Accountant)

Location:

Based in Waterlooville, Hampshire

Contract type:
Permanent

Hours per week:
Full time ( 36.5 hours) – Office based ( 2-day WFH available)

Reporting to:
Accountancy Manager

Job Purpose

Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where:

there’s no such thing as a silly question,
time and talent are respected,
there are endless opportunities to learn,
alternative perspectives are welcome,

...and (most importantly of all) nobody thinks they’re too “big time” to make a round of brews?

If so, we’d love to have a conversation with you about joining our thriving team.

By combining our traditional values with modern thinking our team of Accounting, Bookkeeping and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with an ever-expanding caseload of clients, so now is a really exciting time to join our friendly team.

As a Senior Client Manager, you will be focused on delivering an exceptional client experience for a portfolio of inspiring small business clients, by leading a small accounting team who will look to you for support and technical guidance.

Key Responsibilities

To manage the process of preparing, sending and submitting accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
To prepare, send and submit accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
To supervise a small team of accountants and help them to ensure our client services level agreement is met, managing the workload of the client portfolio to ensure no statutory deadlines are ever missed.
To provide training, mentorship and technical guidance to your accounting team (and wider businesses where appropriate).
To check and review accounting and taxation work produced by your team, providing constructive feedback and training.
To support the Accountancy Managers with planning and monitoring the performance of the accountancy team’s key performance measures e.g., weekly stats, timesheets etc.
To provide leadership and role-model behaviour (to our company values) to the accountancy team.
To communicate with clients via phone, email, social media and in person, including chasing records.
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 (further training on our advisory systems will be provided).
To complete, review and prepare book-keeping, VAT returns and CIS where required.
To prepare and execute year end client meetings.
To carry out and deliver client fee reviews.
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 provide external training e.g., client bookkeeping training and as applicable as per our company values.
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.

Person specification

Must be supported by a full membership to a chartered professional body, (ACCA or equivalent).

Extensive experience spanning 5+ years in practice, overseeing a broad client base and delivering work directly in a dynamic environment.

Must be able to prepare, review and check accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.

Experience of working with clients utilising Xero, Quick Books, DEXT and Free Agent to produce client work.

Sound understanding and working knowledge of tax.

Skills

Able to navigate Microsoft packages, specifically Word and Excel.

Effective at time management with the ability to work to tight…