Client Manager

TPF Recruitment; Woking; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading accountancy practice in Woking is seeking a Client Manager to support a diverse portfolio of clients. The successful candidate will leverage their experience managing accounts to improve client relations and ensure timely financial reporting. This growing firm offers a competitive salary and opportunities for career advancement in a collaborative team environment.

Qualifications

• Experience managing a portfolio with minimal supervision is essential.
• Experience in preparing and submitting annual accounts and tax returns.
• 2-3 years in an accountancy practice is crucial.

Responsibilities

• Manage own portfolio of limited companies across various sectors.
• Liaise with clients in a timely manner.
• Prepare annual accounts and corporate and personal tax returns.

Skills

Client Management

Portfolio Management

Tax Returns Preparation

Annual Accounts Preparation

Education

ACA / ACCA Part-Qualified / Qualified / Qualified by Experience

Job description

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TPF Recruitment are currently recruiting a Client Manager for an accountancy practice based in the Woking area. You'll have extensive experience working within an accountancy practice and managing your own portfolio of clients.

Please note this is an accountancy role, not a sales account/client manager position.

You'll work as part of a team of around 20, and support a wide range of clients. These will be mostly limited companies, but may include sole traders and partnership accounts too. Excitingly this role has come about due to organic, consistent growth within the practice.

You'll be responsible for:

• managing own portfolio of mainly limited companies across a wide range of sectors
  
• liaising in a timely manner with clients
  
• preparing annual accounts, and corporate and personal tax returns
  

Requirements

• experience managing your own portfolio of clients with minimal supervision
  
• experience preparing and submitting annual accounts and tax returns
  
• 2-3 years in an accountancy practice essential
• salary in the region of £30,000-£45,000 dependent on experience plus standard benefits package and the ability to carve your career at a growing practice
  

Job Description
TPF Recruitment are currently recruiting a Client Manager for an accountancy practice based in the Woking area. You'll have extensive experience working within an accountancy practice and managing your own portfolio of clients.
Please note this is an accountancy role, not a sales account/client manager position.
You'll work as part of a team of around 20, and support a wide range of clients. These will be mostly limited companies, but may include sole traders and partnership accounts too. Excitingly this role has come about due to organic, consistent growth within the practice.
You'll be responsible for:

• managing own portfolio of mainly limited companies across a wide range of sectors
  
• liaising in a timely manner with clients
  
• preparing annual accounts, and corporate and personal tax returns
  

Requirements

• experience managing your own portfolio of clients with minimal supervision
  
• experience preparing and submitting annual accounts and tax returns
  
• 2-3 years in an accountancy practice essential

Benefits

• salary in the region of £30,000-£45,000 dependent on experience plus standard benefits package and the ability to carve your career at a growing practice
  

For more information contact Kourtney Luckett on 01483 900 940 or [emailprotected] .


Requirements
ACA / ACCA Part-Qualified / Qualified / Qualified by Experience