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- Tasks: Support clients with bookkeeping, VAT returns, and account preparation.
- Company: Reputable Chartered Accountancy Practice in Durham.
- Benefits: Competitive salary, training opportunities, and supportive team environment.
- Other info: Join a friendly team with opportunities for growth and development.
- Why this job: Be the go-to person for clients and make a real difference in their financial success.
- Qualifications: AAT qualified with strong IT skills; 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, 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 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
Locations
Client Manager Accountancy Practice in North East, Shildon employer: SI Recruitment
Contact Detail:
SI Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager Accountancy Practice in North East, Shildon
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accountancy field. Attend local events, join online forums, or even hit up social media groups. The more people you know, the better your chances of landing that Client Manager role!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your AAT qualifications and any experience with Xero. Be ready to discuss how you've tackled bookkeeping and tax returns in the past.
✨Tip Number 3
Prepare for interviews by brushing up on common questions related to client management and accountancy practices. Think about scenarios where you've provided excellent client support and be ready to share those stories. We want to see your communication skills shine!
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team. So, what are you waiting for? Get that application in!
We think you need these skills to ace Client Manager Accountancy Practice in North East, 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, any relevant accountancy practice experience, and your familiarity with Xero. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Manager role. Mention your communication skills and how you can support clients with their accounting needs. Let us know what excites you about working with us!
Show Off Your IT Skills: Since being IT literate is key for this role, don’t forget to mention your tech skills in your application. If you have experience with accounting software like Xero, make it stand out. We love candidates who are comfortable with technology!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at SI Recruitment
✨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 complex accounting issues or liaising with third parties like HMRC.
✨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.