Client Manager - Aylesbury

£45,000 - £60,000
Ref: 320 Date Posted: Monday 25 Mar 2024

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.