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.