At a Glance
- Tasks: Support clients with bookkeeping, VAT returns, and tax affairs in a dynamic accountancy practice.
- Company: Reputable Chartered Accountancy Practice in the heart of Durham.
- Benefits: Competitive salary, training opportunities, and a supportive team environment.
- Other info: Join a friendly team with great career progression opportunities.
- Why this job: Make a real difference for clients while developing your accounting skills.
- Qualifications: AAT qualified with 5+ years in accountancy; Xero experience is a plus.
The predicted salary is between 30000 - 40000 £ 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
- Preparation of sole trader, partnership and Ltd company accounts and tax returns
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, and 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
Client Director - Accounting employer: SI Recruitment
As a leading professional services business, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our employees benefit from ongoing training and development opportunities, ensuring they grow alongside the company while enjoying a supportive environment that prioritises exceptional client service and relationship building. Located in a vibrant area, we offer a unique chance to thrive in your career while making a meaningful impact in the commercial insurance sector.
