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- Tasks: Be the go-to person for clients, handling their accounting and tax needs.
- Company: Join a reputable Chartered Accountancy Practice in Durham.
- Benefits: Competitive salary, supportive team, and training opportunities.
- Why this job: Gain hands-on experience in accountancy while making a real impact for clients.
- Qualifications: AAT qualified with strong IT skills; Xero experience is a plus.
- Other info: Local candidates preferred; excellent communication skills are essential.
The predicted salary is between 24000 - 36000 £ 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, IP’s.
- Preparation of client’s 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 businesses 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
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Familiarise yourself with Xero and other accounting software. Since Xero experience is highly desirable for this role, consider taking an online course or tutorial to boost your skills before applying.
✨Tip Number 2
Network with professionals in the accountancy field, especially those who work in or around Durham. Attend local events or join online forums to connect with potential colleagues and learn more about the industry.
✨Tip Number 3
Brush up on your communication skills, as this role requires excellent interaction with clients. Practice explaining complex accounting concepts in simple terms to ensure you can effectively assist clients.
✨Tip Number 4
Research the Chartered Accountancy Practice you're applying to. Understanding their values, services, and client base will help you tailor your approach and demonstrate your genuine interest during any interviews.
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your AAT qualification and relevant accountancy practice experience. Emphasise your communication skills and any specific software knowledge, particularly Xero, as this is highly desirable for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Client Manager position and how your background aligns with the responsibilities outlined in the job description. Mention your experience with bookkeeping, VAT returns, and client correspondence to demonstrate your suitability.
Showcase Relevant Experience: When detailing your work history, focus on your previous roles in accountancy practices. Highlight specific achievements or projects that showcase your ability to manage client accounts and provide excellent service.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in accountancy roles.
How to prepare for a job interview at Si Recruitment
✨Know Your Numbers
As a Client Manager, you'll be dealing with accounts and tax returns regularly. Brush up on your accounting knowledge, especially around VAT and the preparation of financial statements. Being able to discuss these topics confidently will show your expertise.
✨Familiarise Yourself with Xero
Since Xero experience is highly desirable, make sure you have a good understanding of the software. If you’re not already certified, consider taking an online course or watching tutorials to get a grasp of its functionalities before the interview.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would handle client queries or issues, especially regarding accounting systems. This will demonstrate your problem-solving skills and client management abilities.
✨Showcase Your Communication Skills
Excellent communication is key in this role. Prepare examples of how you've effectively communicated with clients in the past, whether through written correspondence or face-to-face meetings. Highlighting your ability to simplify complex information will be a plus.
