Client Manager

Sewell Wallis Ltd; York and North Yorkshire; Hybrid; GBP 38,000 - 55,000; Full time

Job summary

A growing accountancy practice in York, North Yorkshire is seeking a Client Manager to manage client portfolios and ensure compliance reporting. The ideal candidate will have strong experience in an accounting practice and be ACA/ACCA qualified. This role offers hybrid working, 25 days of annual leave, a performance bonus, and development opportunities. Candidates should apply by sending their CV.

Benefits

25 days annual leave + Bank Holidays

Additional day off for your birthday

Annual discretionary performance bonus

Comprehensive pension scheme

Development opportunities

Charity participation opportunities

Qualifications

• Strong experience in a similar role in an accountancy practice.
• Ideally ACA/ACCA Qualified.
• Strong Knowledge of accounting software.

Responsibilities

• Manage a portfolio of clients and ensure compliance reporting deadlines.
• Advise clients on financial matters and help meet their business goals.
• Prepare accounts and tax computations for complex jobs.

Skills

Strong experience in a similar role in an accountancy practice

ACA/ACCA Qualified

Strong Knowledge of Sage Business Cloud, Sage 50, Xero and Quickbooks

Ability to communicate complex financial information clearly

Tools

Sage Business Cloud

Sage 50

Xero

Quickbooks

Job description

Overview

Sewell Wallis is recruiting for a growing, innovative Accountancy Practice based in York, North Yorkshire, who are looking to recruit a Client Manager to join their team.

This successful candidate for this Client Manager role, will work closely with the Directors, Senior Managers, colleagues and clients to assist in the effective delivery of Services and provide quality customer service to clients.

What will you be doing?

• Manage a portfolio of clients and have primary responsibility for their compliance reporting deadlines
• Advise clients on the financials of their business and help them to meet their business goals
• Gather personal tax return information for individuals
• Preparation of accounts and tax computations for complex jobs
• Hold client meetings to discuss annual financial statements and tax positions
• Allocate tasks as needed to colleagues or trainees as appropriate
• Liaise with clients to provide advice and support on financial matters
• Ensure clients deadlines and workload are managed to meet deadlines and exceeded to be as soon after the period end as possible
• Advise clients on tax planning opportunities
• Work planning to make sure there will be sufficient team members available to meet the client demands

What skills are we looking for?

• Strong experience in a similar role in an accountancy practice
• Ideally ACA/ACCA Qualified
• Strong Knowledge of Sage Business Cloud, Sage 50, Xero and Quickbooks, further training and support will be provided
• Ability to communicate complex financial information clearly to clients

What’s on offer?

• Hybrid working
• 25 days annual leave + Bank Holidays
• Additional day off for your birthday
• Annual discretionary performance bonus
• Comprehensive pension scheme
• Development opportunities
• Charity participation opportunities

Send us your CV below or contact Lawrie Bacon for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions