Are you working in Practice and looking for a role where you can manage your own client portfolio? Are you looking for hybrid working and great work/life balance? If so then my client has a great opportunity to join them as a Client Manager.An established and highly regarded accountancy practice is looking to appoint an experienced Client Manager to take ownership of a varied and interesting client portfolio. Reporting directly to a Partner, this is a highly autonomous, client-facing role suited to someone who enjoys responsibility, trusted relationships and end-to-end service delivery.Key responsibilities include:
- Managing a personal portfolio of clients including self-employed professionals, limited companies and partnerships
- Acting as the main point of contact for clients, providing a high standard of ongoing advice and support
- Preparation and review of annual accounts
- Completion of self-assessment tax returns
- Preparation of corporation tax and partnership tax returns
- Involvement with Trusts and preparation of Trust Tax returns (desirable but not essential)
- Working closely with Partners while maintaining a high level of independence
- ACA or ACCA qualification, or qualified by experience
- Experience gained within accountancy practice
- Strong knowledge of both accounts and tax compliance
- Confidence dealing directly with clients and managing relationships
- Ability to work independently with minimal supervision
- A professional, personable and proactive approach
- Experience with CCH, Sage or Xero (useful but not essential)
Salary range
- £45,000 - £65,000
