Client Manager

SI Recruitment; Greater London; On-site; GBP 32,000 - 52,000; Full time

Job summary

SI Recruitment Limited is seeking a Client Manager for a Chartered Accountancy practice in the Durham area. You will support clients with accounting and tax matters, including bookkeeping, VAT returns, and preparation of accounts for sole traders, partnerships and Ltd companies.

The role requires AAT qualification, strong communication, IT literacy and Xero experience, with 5+ years in practice and local proximity to the area. Training for Xero certification is provided.

Qualifications

• AAT qualification is required.
• IT literate with Xero experience desirable.
• 5+ years of accountancy practice experience.
• Local to the area.
• Excellent communication skills are essential.

Responsibilities

• Main point of contact with clients, assisting with accounting and tax affairs.
• General correspondence with clients and third parties (HMRC, Companies House, banks, IPs).
• Prepare VAT returns including bookkeeping with help from outworkers and assistant client managers.
• Prepare sole trader, partnership and Ltd company accounts from raw records or accounting software.
• Complete client tax returns.
• Ensure all advice given to clients is recorded in CRM systems.
• Support senior client managers in responding to client queries.
• Offer clients help on accounting systems and software (Xero); ensure Xero certification is current.

Skills

Excellent communication

IT literacy

Education

AAT Qualified

Tools

Xero

Job description

Client Manager

A Chartered Accountancy Practice in the Durham area is recruiting for a Client Manager to provide accountancy services and support to their clients. This will entail (with support), client bookkeeping, VAT return preparation, and preparation of sole trader, partnership and Ltd company accounts and tax returns.

General duties include:

• Main point of contact with clients, assisting clients with their accounting and tax affairs
• General correspondence concerning client affairs including third parties such as HMRC, Companies House, banks, IP's
• Preparation of client's VAT returns including bookkeeping with help from outworkers and assistant client managers
• Preparation of sole trader, partnership and Ltd company accounts from raw records or Accounting software
• Completion of client tax returns
• To ensure all verbal or written help and advice provided to a client is recorded in the businesses CRM systems
• To support senior client managers in responding to clients queries
• Offer clients help and advice on accounting systems and software packages such as Xero. To ensure Xero certification is current and up to date (training will be provided).

Requirements

• AAT Qualified
• IT Literate, Xero experience would be highly desirable
• 5+ Accountancy Practice experience
• Local to the area
• Excellent communication skills

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