Senior Client Manager in Hampshire, Waterlooville

An exciting opportunity for an experienced Senior Client Manager to be part of a dynamic and forward-thinking organisation based in Waterlooville, Hampshire. As part of a highly energy team, you will play a crucial role, building relationships with a growing client portfolio and delivering key work. This role will be exceptionally exciting to a candidate looking to develop their career.

Duties will include:

• To manage the process of (and where required, directly) preparing, sending and submitting 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 remodelled 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.

Applicants must possess:

• 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 in advisory capacity as well as experience utilising Xero, QuickBooks, DEXT and Free Agent to produce client work.
• Sound understanding and working knowledge of tax.

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.