Client Finance Manager Permanent

TN United Kingdom; East Grinstead; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established and highly successful accountancy firm is seeking a Client Finance Manager. This role involves managing a diverse portfolio of clients, primarily self-employed legal experts, as well as companies and partnerships. The ideal candidate will be ICAEW or ACCA qualified, with experience in self-assessment tax returns and corporate accounts. This is a fantastic opportunity to join a superb organization, offering the chance to work independently while maintaining strong client relationships. If you possess a good presence and personality, this role could be the perfect fit for you.

Qualifications

• Qualified by experience is also acceptable.
• Ability to deal with Trusts is essential.

Responsibilities

• Manage a portfolio of clients with fee income of approximately £150K.
• Ensure personal contact with clients is satisfactorily maintained.

Skills

Self Assessment Tax Returns

Company Accounts

Corporation Tax Returns

Trust Tax Returns

Client Management

Education

ICAEW Qualified

ACCA Qualified

Tools

CCH

Sage

Xero

Job description

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Client Finance Manager Permanent, East Grinstead

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Client:

First Recruitment Services

Location:

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

93f51a917ccf

Job Views:

14

Posted:

29.04.2025

Expiry Date:

13.06.2025

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Job Description:

• Position: Client Finance Manager
• Hours: Full time – Monday to Friday

Our established and highly successful accountancy client is seeking to recruit a Client Manager responsible for a portfolio of clients – fee income approximately £150K.

There is a mixed portfolio consistently largely of self-employed legal experts but also companies, partnerships and personal tax. You must have the ability to deal with Trusts

Experience Required:

• ICAEW or ACCA qualified – qualified by experience is also fine.
• Experience in completing self assessment tax returns, company accounts and corporation tax returns essential.
• Experience in completing Trust tax returns.
• Knowledge of CCH, Sage and Xero useful but not essential
• Must have a good presence and personality so that personal contact with clients is satisfactorily maintained.
• Must be able to work independently as the role involves the control of a portfolio of clients with the manager being, in most cases, the sole point of contact.

This is a great opportunity to join a superb organisation.

First Recruitment Services is acting as an employment agency in relation to this vacancy