Client Manager

We are looking to employ forward-thinking, brilliant accountants. You will be given freedom to explore with the guidance to develop your talent in a friendly professional practice helping business owners achieve their goals.

Your primary responsibility will be managing a portfolio of clients while offering expert guidance and support. You will work closely with clients to understand their unique financial situations and assist them in making well-informed financial decisions and meet their statutory responsibilities. This role presents an exciting opportunity to work within a dynamic and collaborative environment, gaining exposure to various UK-specific financial challenges and tax regulations. You will guide your clients through taxation and regulatory requirements of their personal and business affairs.

Your client base will be of mixed size and each client will have their own expectations of you. You will be responsible for delivering all work on time and within a budget while collaborating with other team members in the business to deliver an exceptional service to the client. Support is available to help you in weaker areas as you develop your technical skills and knowledge.

• Manage a portfolio of clients, ensuring their financial records are accurate and compliant with UK accounting standards.
• Liaise with bookkeeping, payroll and outsourcing team when required to prepare management accounts.
• Prepare financial statements, personal and business tax returns, and other financial reports for clients, adhering to taxation and financial regulations.
• Conduct regular financial assessments and provide insightful advice to clients regarding tax planning, financial strategies, and business growth opportunities which you identify is in the clients best interest.
• Collaborate with clients to develop and implement financial plans, software deployment and budgets where required.
• Stay updated on changes in UK tax laws, accounting standards, and financial regulations to always ensure compliance.
• Assist clients with statutory financial accounts production for mainly sole traders, partnerships, and limited companies. Charity and Trust accounting options are available should the applicant have knowledge or willingness to learn.
• Provide exceptional client service by promptly responding to clients enquiries, resolving issues, adding value and maintaining strong client relationships.
• Dealing with any enquiries raised by HM Revenue and Customs.
• Continuously improve accounting processes and systems to enhance efficiency and accuracy.
• Assist when appropriate in the preparation of capital gains tax reporting, Inheritance tax planning and business sales negotiations.
• Complete and submit confirmation statements, change of directors/PSC/shareholders information as required.
• Formation of new companies and other company secretarial work.
• Mentor and support junior accountants, sharing knowledge and best practices.
• Attend networking meetings and company events as required.
• Understand ethical considerations, anti-money laundering laws and enhanced due diligence when carrying out all of your work.

• Minimum of 3 years of professional experience in accountancy practice.
• Minimum AAT or ATT qualified with a current membership.
• Strong knowledge of UK tax and regulations.
• Experience with tax preparation software such as sage taxation, or similar software.
• Excellent organisational skills and ability to manage multiple tasks simultaneously.
• Strong attention to detail and analytical skills.
• Able to communicate complex tax information clearly and effectively to clients.
• Excellent written and verbal communication skills.
• Experience working in a practice accounting firm is preferred.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.