Client Manager

RECfinancial; England; Hybrid; GBP 39,000 - 48,000; Full time

Job summary

A reputable accounting practice in North Leicestershire is looking for an experienced Client Manager. This role involves reviewing accounts, ensuring deadlines are met, and preparing self-assessment returns. Candidates should have AAT/ACCA or ACA qualifications and at least 3-4 years of experience in practice. The position offers a salary between £39,000 - £48,000, hybrid working post-probation, and flexible hours.

Benefits

Generous holidays

Flexible hours (early finish Friday)

Career progression

Parking

Pension

Qualifications

• Minimum 3-4 years in practice.
• Demonstrable skills in a similar role.
• Ability to deliver excellent service.

Responsibilities

• Review accounts and calculate tax liabilities.
• Liaise with clients to finalize accounts.
• Prepare self-assessment returns for directors.
• First point of contact for clients.
• Conduct audit work including statutory audits.

Skills

Communication skills

Team player

Systems skills (Sage/Xero/Quickbooks)

Education

AAT/ACCA or ACA qualification

Job description

Overview

RECfinancial are currently partnering with this North Leicestershire based Practice as they look to recruit an experienced Client Manager to join their team. This well established Practice is proud of its' 5 reputation within the industry. They specialise in providing accounting and tax services to numerous businesses across the East Midlands, from Sole Traders to Limited Companies.

Your role as the Client Manager will also involve;

• Reviewing accounts following preparation to draft stage and calculate tax liabilities
• liaising with clients to ensure accounts finalised for partner meeting
• Ensuring all stat deadlines are met within your portfolio
• Preparation of self assessment returns for directors / shareholders within your portfolio
• Being first point of contact for clients
• Responsibility for own billing and time management
• Audit work including statutory audits, SAR and grant audits
• Opportunities to develop own portfolio further and take meetings
• Opportunities to do specialist work such as forecasting, business valuations, EMI schemes

Responsibilities

• Reviewing accounts following preparation to draft stage and calculate tax liabilities
• liaising with clients to ensure accounts finalised for partner meeting
• Ensuring all stat deadlines are met within your portfolio
• Preparation of self assessment returns for directors / shareholders within your portfolio
• Being first point of contact for clients
• Responsibility for own billing and time management
• Audit work including statutory audits, SAR and grant audits
• Opportunities to develop own portfolio further and take meetings
• Opportunities to do specialist work such as forecasting, business valuations, EMI schemes

Qualifications

• Ideally fully AAT / ACCA or ACA qualified
• Minimum 3/4 years in Practice
• A real team player, lone rangers need not apply
• Super communication skills
• The ability to deliver and maintain an excellent service
• Demonstrable skills in a similar role
• Strong systems skills, Sage / Xero / Quickbooks are desirable

Benefits

• £39000 - £48000 (DOE)
• Hybrid working (after probation)
• Generous holidays
• Flexible hours (early finish friday)
• Career progression
• Parking
• Pension

So, for further information on this fabulous opportunity, call Neil or email for further information

INDREC