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- Tasks: Support clients with bookkeeping, VAT returns, and tax preparation in a dynamic accountancy practice.
- Company: Reputable Chartered Accountancy Practice located in Durham.
- Benefits: Competitive salary, training opportunities, and a supportive team environment.
- Why this job: Join a vibrant team and make a real difference in clients' financial success.
- Qualifications: AAT qualified with strong IT skills; Xero experience is a plus.
- Other info: Great opportunity for career growth in a friendly and collaborative setting.
The predicted salary is between 30000 - 48000 £ per year.
A Chartered Accountancy Practice in the Durham area is recruiting for a Client Manager to provide accountancy services and support to their clients. This will entail, with support, client bookkeeping, VAT return preparation, and preparation of sole trader, partnership and Ltd company accounts and tax returns.
General Duties Include:
- Main point of contact with clients, assisting clients with their accounting and tax affairs.
- General correspondence concerning client affairs including third parties such as HMRC, Companies House, banks, IPs.
- Preparation of clients' VAT returns including bookkeeping with help from outworkers and assistant client managers.
- Preparation of sole trader, partnership and Ltd company accounts from raw records or accounting software.
- Completion of client tax returns.
- To ensure all verbal or written help and advice provided to a client is recorded in the business’s CRM systems.
- To support senior client managers in responding to clients’ queries.
- Offer clients help and advice on accounting systems and software packages such as Xero.
- To ensure Xero certification is current and up to date (training will be provided).
Requirements:
- AAT Qualified.
- IT Literate, Xero experience would be highly desirable.
- 5+ Accountancy Practice experience.
- Local to the area.
- Excellent communication skills.
Client Manager Accountancy Practice in Shildon employer: Nfuzion
Contact Detail:
Nfuzion Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accountancy Practice in Shildon
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field, especially those who might know about openings at firms like the one you're eyeing. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! If you’ve got experience with Xero or other accounting software, make sure to highlight that in conversations. Offer to demonstrate your knowledge during interviews or networking events – it’ll set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to firms you’re interested in. Send a friendly email expressing your interest and ask if they have any upcoming opportunities. You never know what might come up!
✨Tip Number 4
Keep learning! Stay updated on the latest trends in accountancy and tax regulations. This shows potential employers that you’re committed to your professional development and ready to provide top-notch service to clients.
We think you need these skills to ace Client Manager Accountancy Practice in Shildon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your AAT qualification and any relevant accountancy practice experience to catch our eye!
Show Off Your Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively communicated with clients or colleagues in your previous roles. We love seeing real-life examples!
Be Clear and Concise: When writing your cover letter, get straight to the point. Explain why you're a great fit for the Client Manager role and how your experience aligns with what we’re looking for. Keep it engaging but professional!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Nfuzion
✨Know Your Numbers
Brush up on your accounting knowledge, especially around VAT returns and tax preparation. Be ready to discuss your experience with sole trader, partnership, and Ltd company accounts, as this will show you understand the core responsibilities of the role.
✨Familiarise Yourself with Xero
Since Xero experience is highly desirable, make sure you’re comfortable discussing its features and functionalities. If you have any specific examples of how you've used Xero in past roles, be prepared to share those during the interview.
✨Communication is Key
As the main point of contact for clients, strong communication skills are essential. Practice articulating how you’ve effectively communicated with clients in the past, especially when dealing with HMRC or other third parties.
✨Show Your Team Spirit
This role involves supporting senior client managers and working with assistant client managers. Be ready to discuss how you’ve collaborated with others in previous positions and how you can contribute to a positive team environment.