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DATE ADDED: Sat 02/11/2019

Client Manager

Thirlby, UK


JOB TYPE: Permanent, FullTime

My client is an Accountancy Practice with over 50 staff across 4 offices. This role is based at their Cheam office which consists of 2 Directors, 1 Manager and various other staff. They have a great team environment with a Portfolio of £800,000.00 currently. They are expanding all the time which is why this new position has been created to work alongside the existing Client Manager and reporting directly to the Directors.

Purpose of the Role

To review work from a mixed portfolio and deal with accounts queries. Enabling the director’s to focus on developing the practice and providing a consultative service to existing clients.

Main Responsibilities

Assisting the Directors and other manager’s with job planning and workflow
Dealing with a varied client portfolio (T/O up to £5million) including OMBs, construction, entertainment, retail etc.
Reviewing a wide range of accounts – Limited, sole trader, partnership, LLP’s etc. Identifying and making adjustments where necessary
Preparation of corporation tax returns and self-assessment returns.
Providing a management accounts service to clients to include forecasting and budgeting
Finalising accounts under the overall control of the directors
Supporting the team with more complex accounts work e.g. intercompany transactions,
Management, review and preparation of personal tax returns
Developing relationships with clients with a view to becoming their primary point of contact for any initial accounts, tax or
VAT queries
Attend client meetings on a regular basis
Liaising with HMRC on behalf of clients
Ensure work is completed within agreed time and budget
Team management, identifying any training needs and providing guidance to junior team members ensuring cohesion amongst the close knit team
Dealing with general incoming client queries and escalating when required
Identify cross selling opportunities
Work with a variety of systems including – FreeAgent, Xero, IRIS, SAGE and Quickbooks
Opportunity to be involved in ad-hoc client projects
Responsible for managing their portfolio to include, quotes, fees, managing WIP etc.
Involvement in assisting with audit assignments (T/O up to £25 million) as and when required (a knowledge or exposure to audit will be helpful but audit specialism is not a requirement)

Personal Specification

Skills, Experience and Attributes required:-

ACA or ACCA qualified with 5 Years + recent exposure in a practice environment
Experience to include supervising a team, mentoring junior team members and having responsibility for managing a portfolio
Up to date statutory accounts knowledge and sound accounting, corporate/personal tax and VAT technical knowledge is required
Must possess a client focused attitude and have proven experience of building and maintaining relationships with clients
Experience of working with a variety of clients.
Acute sense of fine detail and the ability to analyse and solve more complex accounting queries.
Excellent IT skills, including Microsoft Word and Excel, IRIS, Xero, SAGE, FreeAgent and Quickbooks
Ability to work to and manage tight deadlines, and be flexible in approach
Excellent Communication – oral and written, ability to deal with variety of people in different environments
Problem solving skills
Ability to work well under pressure
Adaptable to change
Organised – ability to deal with a variety of tasks and managing a varied workload
Commercially aware
Team building skills
Be positive and committed in dealings with both clients and team members

This vacancy is being managed by Laura Farmer at Spear Recruitment Ltd

Spear Recruitment Ltd is an Employment Agency acting as such under the Employment Act 2008 and Employment Agencies Act 1973.

Spear Recruitment Ltd are on Facebook, can you also follow us on Twitter @spearrecltd and Instagram @spearrecruitment

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