Client Manager

TN United Kingdom; Wilmslow; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is on the lookout for a dynamic Client Manager to join their team in Wilmslow. This role offers the chance to manage a diverse portfolio of clients while ensuring excellence in service delivery. You will assist the Senior Client Manager, supervise a team, and handle crucial financial tasks such as year-end accounts and tax computations. With a commitment to client satisfaction, this role provides an opportunity to thrive in a supportive environment that values professional growth. If you are passionate about client management and financial consultancy, this is the perfect opportunity for you.

Benefits

25 days annual leave

Birthday day off

Hybrid working

Flexi-working arrangements

Team social events

Private Medical Insurance

Rewards incentive scheme

Qualifications

• 3+ years' experience in a practice environment.
• AAT or ACCA qualified/part-qualified preferred.

Responsibilities

• Assist in managing a portfolio of clients and filing deadlines.
• Prepare year-end accounts, financial statements, and tax computations.

Skills

Client Management

Organizational Skills

Financial Management

Tax Computations

Education

AAT Qualified

ACCA Qualified/Part-Qualified

Tools

IRIS Practice Suite

TaxCalc

Sage

Cloud Accounting Software

Job description

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Client Manager required. Due to recent growth, my client is seeking a dynamic and experienced Client Manager to join their team and help manage a portfolio of clients. My client is a well-established accountancy practice based in the Wilmslow area, committed to excellence and client satisfaction, providing a wide range of services to businesses and individuals.

Responsibilities

1. Assist/support the Senior Client Manager in managing a portfolio of clients
2. Assist in managing filing deadlines for year-end accounts and corporation tax returns (CT600s)
3. Supervise a team of Senior Client Accountants and Client Accountants
4. Lead ongoing training for Client Accountants and new starters
5. Prepare year-end accounts, financial statements, and tax computations for clients
6. Prepare periodic management accounts
7. Prepare business and personal tax computations for clients' owners
8. Prepare self-assessments and personal tax returns
9. Provide consultancy and financial management services, including management accounts, cash flow forecasts, budgeting, VAT returns, payroll, etc.
10. Review bookkeeping and VAT returns for your clients

Minimum Requirements

• Minimum 3+ years' experience in a practice environment
• Ideal candidate will be AAT or ACCA qualified/part-qualified
• Excellent organizational skills to keep client details up to date
• Experience with IRIS Practice Suite/TaxCalc, Sage, and cloud accounting software

Benefits

• 25 days annual leave, including 3 days office shutdown over Christmas and New Year
• Day off for your birthday
• Hybrid working (two days at home after probation)
• Flexi-working arrangements (after probation)
• Team social events and annual trip
• Private Medical Insurance after two years of service
• Rewards incentive scheme for new business sourcing