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- Tasks: Manage client accounts and provide expert accountancy services with a supportive team.
- Company: Reputable Chartered Accountancy Practice in the heart of Durham.
- Benefits: Competitive salary, training opportunities, and a friendly work environment.
- 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.
- Other info: Join a dynamic team with opportunities for growth and development.
The predicted salary is between 30000 - 42000 £ 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
Client Manager Accountancy Practice in 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 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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with bookkeeping and tax returns. Share specific examples of how you've helped clients in the past – it’ll make you stand out!
✨Tip Number 3
Don’t forget to follow up! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you a better shot at landing that Client Manager role. Plus, we love seeing familiar faces from our community!
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!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the Client Manager role. Mention your familiarity with Xero and how you’ve helped clients in the past – we love hearing about real-life examples!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application is clear and concise. Use a friendly tone and don’t hesitate to showcase your ability to explain complex accounting concepts in simple terms.
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 don’t miss out on any important updates from our team!
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’re well-prepared for the role.
✨Familiarise Yourself with Xero
Since Xero experience is highly desirable, take some time to explore the software if you haven't already. Being able to demonstrate your familiarity with it during the interview will give you a significant edge.
✨Practice Your Communication Skills
As the main point of contact for clients, strong communication skills are essential. Prepare examples of how you've effectively communicated with clients in the past, especially when dealing with complex accounting issues.
✨Show Your Client-Centric Approach
Think about how you can demonstrate your commitment to client service. Prepare to share specific instances where you’ve gone above and beyond to assist clients with their accounting and tax affairs.