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Client Manager

Pro Talent
Closing date
15 Dec 2021

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Contract Type
Full Time
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ProTalent are currently working with a successful and forward-thinking accountancy practice in Aylesbury to recruit a new Client Manager.

The firm:

Fast-growing and dynamic accountancy firm in Aylesbury

Diverse and loyal client base

Expert team who work hard to provide exceptional standards

Strong focus on innovation and technology, and ambitious growth plans

The Client Manager role:

As a Client Manager, you will look after your own portfolio of clients, with support from a Junior

Support, drive and promote the business growth

Liaise with new and existing clients

Review and sign off accounts (some preparation of accounts will be required)

Accounts preparation for limited companies, partnerships, sole traders and charities

Preparation of corporation tax returns

Preparation of self-assessment tax returns

Supporting clients in accounting and taxation issues

Preparation of management accounts

Support the company's brand (social media etc.)

Build strong team relationship skills

Complete client services/tasks on time according to internal and external deadlines

Work in line with company behaviours and organisational culture

Deal with clients, suppliers, and other employees professionally at all times

Allocate the appropriate amount of time to tasks (revenue generating activities)

Prioritise activities according to company urgencies

The successful Client Manager candidate:

Part qualified/Qualified with experience in an accountancy practice

Minimum five years' experience in practice (preferably currently working in practice)

TaxCalc/Xero experience preferred but not essential

Excellent verbal and written communication

Ability to judge priorities and make decisions quickly

Familiar with accounting packages (Excel, TaxCalc and Xero)

Excellent working knowledge of FRS102, FRS102 section 1a and FRS105 is essential

Solid understanding of tax and ability to advise clients

Ability to solve problems, take responsibility and start adding value to the team immediately

Able to work independently is a must

Thank you for your interest
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