At a Glance
- Tasks: Manage client portfolios and provide expert financial guidance in a dynamic environment.
- Company: Friendly professional practice focused on helping business owners achieve their goals.
- Benefits: Flexible working hours, professional development, and supportive team culture.
- Other info: Opportunity to mentor junior accountants and enhance your skills in a collaborative setting.
- Why this job: Make a real impact by guiding clients through financial decisions and regulations.
- Qualifications: 3+ years in accountancy, AAT or ATT qualified, strong UK tax knowledge.
The predicted salary is between 35000 - 45000 £ per year.
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.
Key Responsibilities:- 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 are 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.
Client Manager in Newcastle upon Tyne employer: Hays
Join a forward-thinking and dynamic accounting practice that values your professional growth and offers a collaborative work culture. With a focus on client success, you will have the opportunity to manage a diverse portfolio while receiving support to enhance your technical skills. Located in a vibrant area, our firm provides a friendly environment where innovation is encouraged, making it an excellent place for accountants looking to make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Attend industry events and connect with fellow accountants. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Show off your expertise! Prepare to discuss recent changes in UK tax laws or financial regulations during interviews. This will demonstrate your knowledge and passion for the field.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can add value to potential clients. Tailor your approach based on the specific needs of the firm you're applying to.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Client Manager in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Manager role. Highlight your experience in managing client portfolios and your knowledge of UK tax regulations to show us you’re the right fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about accountancy and how you can help our clients achieve their goals. Be genuine and let your personality shine through – we love to see enthusiasm!
Showcase Your Communication Skills:Since this role involves liaising with clients, make sure to demonstrate your excellent written communication skills. Use clear and concise language in your application to show us you can explain complex tax information effectively.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Hays
✨Know Your Numbers
Before the interview, brush up on your knowledge of UK tax laws and accounting standards. Be prepared to discuss specific regulations and how they apply to different client scenarios. This shows you’re not just familiar with the basics but can also provide expert guidance.
✨Showcase Your Client Management Skills
Think of examples from your past experience where you successfully managed client portfolios. Highlight how you’ve helped clients navigate financial challenges or achieve their goals. This will demonstrate your ability to build strong relationships and deliver exceptional service.
✨Prepare for Technical Questions
Expect questions that test your technical skills, such as preparing financial statements or handling tax returns. Practise explaining complex concepts in simple terms, as this is crucial for communicating effectively with clients who may not have a financial background.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the firm’s approach to client management and team collaboration. Inquire about their expectations for the role and how they support professional development. This not only shows your enthusiasm but also helps you gauge if it’s the right fit for you.
