Client Manager

Lloyd Recruitment - East Grinstead; East Grinstead; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

Life assurance

CPD support & professional development

Bonus scheme

Hybrid working

Job summary

Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis. East Grinstead-based role with hybrid working and a salary of £45,000 - £60,000 DOE + bonus.

The role involves managing a portfolio of clients including self-employed individuals, companies, partnerships and personal tax clients.

Qualifications

• Qualified ICAEW or ACCA preferred; QBE considered for the right candidate
• 7-10 years' experience within general practice essential
• Able to manage your own portfolio confidently and independently
• Professional, approachable and client-facing

Responsibilities

• Managing a portfolio of clients, frequently acting as the sole point of contact
• Preparing accounts for sole traders and companies
• Completing self-assessment tax returns
• Preparing partnership and company tax returns
• Delivering excellent client service and support
• Utilising accounting software such as CCH, Sage and Xero (knowledge preferred but not essential)

Skills

Portfolio management

Client accounting

Self-assessment

Tax returns

Client service

Accounting software

Education

ICAEW/ACCA (preferred)

QBE considered

Tools

CCH

Sage

Xero

Job description

Client Manager | £45,000 - £60,000 DOE + Bonus | East Grinstead | Hybrid Working

Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis.

The Role

Our client is a well-established specialist accountancy firm, renowned for their expertise and diverse client base. They are seeking an experienced Client Manager to oversee a portfolio comprising self-employed individuals, companies, partnerships and personal tax clients. Experience with Trusts would be advantageous but is not essential.

Key Responsibilities

• Managing a portfolio of clients, frequently acting as the sole point of contact
• Preparing accounts for sole traders and companies
• Completing self-assessment tax returns
• Preparing partnership and company tax returns
• Delivering excellent client service and support
• Utilising accounting software such as CCH, Sage and Xero (knowledge preferred but not essential)

About You

• Qualified ICAEW or ACCA preferred; QBE considered for the right candidate
• 7-10 years' experience within general practice essential
• Able to manage your own portfolio confidently and independently
• Professional, approachable and comfortable in a client-facing environment
• Based within a reasonable commuting distance of East Grinstead

Benefits

• Pension scheme
• Private medical insurance
• Life assurance
• Comprehensive CPD support and professional development opportunities
• Bonus scheme
• Hybrid working: 1-2 days per week in the office following an initial training period
• Flexible working hours between 8:00am and 6:00pmThis role provides a fantastic chance to join a progressive firm committed to career growth, work-life balance, and continuous professional development.

Extra Information:

Refer a friend and earn up to £500 (see website for details).

Due to high application volumes, only shortlisted candidates will be contacted. If you don't hear from us within 5 days, please assume you have not been successful.

By applying, you accept Lloyd Recruitment Services' Privacy and GDPR Policy (see website).Lloyd Recruitment Services acts as an employment agency for this vacancy and is an equal opportunity employer