Client Manager

ACCA Careers; East Grinstead; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

Bonuses

Paid overtime

Free parking

Job summary

ACCA Careers in East Grinstead is seeking a Client Manager to oversee daily management of client portfolios with a focus on personal and corporate tax and accounts work.

The role involves building strong client relationships, meeting deadlines, and ensuring accuracy across tax and accounting tasks, offering flexibility with up to four remote days per week after probation.

Qualifications

• 7+ years experience in an accountancy practice.
• ACA/ACCA qualified; CTA desirable but not essential.
• Proficiency in preparing and reviewing financial statements.
• Strong knowledge of financial regulations and standards.
• Experience managing client relationships and providing tailored advice.
• Experience of personal and corporate tax returns.

Responsibilities

• Prepare accounts for sole traders and limited companies.
• Prepare Self Assessment tax returns for a varied client portfolio.
• Prepare partnership and corporation tax returns.
• Manage client deadlines and ensure compliance with regulations.
• Build and maintain strong client relationships as the main point of contact.
• Provide guidance on general accounting and tax matters.

Skills

Client portfolio management

Personal tax knowledge

Corporate tax knowledge

Accounts work experience

Relationship management

Communication skills

Education

ACA/ACCA qualification

Job description

As a Client Manager in East Grinstead within the accountancy industry, you'll handle the day-to-day management of client portfolios, ensuring their financial needs are met efficiently and accurately. This role involves a mixture of personal tax, corporate tax and accounts work.

Client Details

Our client is a leading accountancy practice in East Grinstead. They offer employees excellent career progression pathways and have a very flexible approach to work (post probation - can be as many as 4 days per week from home).

Description

• Preparing accounts for sole traders and limited companies.
• Preparing Self Assessment tax returns for a varied client portfolio.
• Preparing partnership and corporation tax returns.
• Managing client deadlines and ensuring compliance with relevant regulations.
• Building and maintaining strong client relationships as a key point of contact.
• Providing support and guidance on general accounting and tax matters.

Profile

• 7+ years experience working for an accountancy practice.
• ACA/ACCA qualified (CTA desirable but not essential).
• Proficiency in preparing and reviewing financial statements.
• Good knowledge of relevant financial regulations and standards.
• Experience managing client relationships and providing tailored advice.
• Experience of personal and corporate tax returns.
• Strong attention to detail and excellent organisational skills.
• Effective communication skills, both written and verbal.

Job Offer

• Permanent position with a salary of £50,000 to £60,000, dependent on the level of experience
• Bonuses
• Paid overtime
• Up to 4 days per week work from home (after probation is passed)
• Free parking