Client Manager

ProTalent Limited; Epsom; On-site; GBP 50,000 - 60,000; Full time

Job summary

A leading accountancy firm in Epsom is seeking a Qualified ACA or ACCA Accountant to manage a diverse client portfolio. Responsibilities include preparing accounts, tax planning, and providing business advisory services. This full-time role offers a salary of £50-£60k pa, plus a discretionary bonus, and benefits including 25 days holiday and a potential company car.

Benefits

Discretionary bonus (10% of gross salary)

25 days holiday plus bank holidays

Company car / car allowance after probation

Early Friday finish

Quarterly social events

Qualifications

• Qualified in Practice with understanding of General Practice accountancy firm requirements.
• Confident in dealing with clients and colleagues.
• Full UK Driving Licence required.

Responsibilities

• Manage a portfolio of clients across various industries.
• Prepare management and year-end accounts.
• Provide personal and corporation tax planning.
• Offer ad-hoc business advisory services.

Skills

Good commercial awareness

Client management

Cloud-based accounting (Xero, Quickbooks, Kashflow)

Microsoft Excel

Ability to handle multiple deadlines

Education

Qualified ACA or ACCA

Tools

Xero

Quickbooks

Kashflow

Job description

A successful,small and friendly accountancy firm based in the centre of Epsom who currently have 15 members of staffwith adiverseclient portfolio. The firm cover all aspects of accountancy including accounts, audit, tax, payroll and bookkeeping.Most oftheir clients fit within the owner managed business space across a range of industries, including investment property,construction,professional services, retail and hospitality and various others.

Currently, we are looking for a full time Qualified ACA or ACCA Accountant to join their team.

The Role:

As a Qualified Chartered/Certified Accountant you will have your own portfolio of clients. The client portfolio ranges from relatively straight-forward personal tax returns to medium-sized companies,with the vast majoritybased aroundLondon and South East. This means that you willregularly be the clients first port of call for professional advice, meaning that there is a wide range of demands placed on the role.You will be responsible for managing your portfolio of clients,and the wide range of work that goes within that.

A typical weekmightstart by preparing a set of quarterly management accounts.Youthen move onto a set of year-end accounts, which wouldinclude preparing the corporation tax returns and any personal tax planning, and passing the file to the Partner – including preparing all the handouts ready for the client meeting (which you’d normally be involved with).To finish the week, you might then have some forecasts or business models for a client looking to growto assist with their resource planning.And of course, there would usually be some VAT returns that need to be prepared and the ad-hoc advice required for clients using acloud-basedaccounting package, like Xero.And this is just a snapshot of a week – no two weeks are the same!

Equally the role allows for those working at a smaller Practice to grow and developtheir skillswithin a qualityclient portfolio.

The Person:

• We are looking for someone who has qualified in Practice and understands the needs of a General Practice accountancy firm
• Qualified ACA or ACCA
• Good commercial awareness is a must – ideally the candidate has seen a wide range of businesses.
• Confident with dealing with clients and other staff
• Adetailed understanding Cloud based accounting packages, and how the industry is changing(ideally Xero, Quickbooks, Kashflow).
• Proficient with Microsoft Excel, Word and Outlook.
• Able to deal with multiple deadlines and tight targets
• Full UK Driving Licence

The Responsibilities:

• Work succinctly across a range of clients
• Preparing accounts for clients, including preparation of corporation tax returns and personal tax returns where appropriate
• Bookkeeping for clients, including the use of cloud-based software. For example, Xero and Kashflow.
• Preparing management accounts and other reporting documents required by owner-managed businesses to assist with their day-to-day running of the company.
• Personal and corporation tax planning, to the level expected of a qualified accountant.
• Any other ad hoc business advisory services when necessary
• Work closely with other members of the team to develop your skills further

The Benefits:

• Office in the centre of Epsom, close to the station
• Discretionary bonus(10% of gross salary)
• 6 month pay and progression reviews
• 25 days holiday, plus bank holidays
• Company car / car allowance(on completion of probation period)
• Early Friday finish
• Smart-casual office attire
• Quarterly socialspaid for by the company (where COVID restrictions allow)

The office hours are 8.45am to 5.30pm (4.15pm on a Friday).

Job Type: Full-time

Salary: £50-£60k pa