Client Manager – Accountancy Portfolio Lead (Hybrid)

Lloyd Recruitment - East Grinstead; East Grinstead; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Pension scheme

Private medical insurance

Life assurance

CPD support & professional development

Bonus scheme

Hybrid working

Job summary

Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis. East Grinstead-based role with hybrid working and a salary of £45,000 - £60,000 DOE + bonus.

The role involves managing a portfolio of clients including self-employed individuals, companies, partnerships and personal tax clients.

Qualifications

• Qualified ICAEW or ACCA preferred; QBE considered for the right candidate
• 7-10 years' experience within general practice essential
• Able to manage your own portfolio confidently and independently
• Professional, approachable and client-facing

Responsibilities

• Managing a portfolio of clients, frequently acting as the sole point of contact
• Preparing accounts for sole traders and companies
• Completing self-assessment tax returns
• Preparing partnership and company tax returns
• Delivering excellent client service and support
• Utilising accounting software such as CCH, Sage and Xero (knowledge preferred but not essential)

Skills

Portfolio management

Client accounting

Self-assessment

Tax returns

Client service

Accounting software

Education

ICAEW/ACCA (preferred)

QBE considered

Tools

CCH

Sage

Xero

Job description

Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis. East Grinstead-based role with hybrid working and a salary of £45,000 - £60,000 DOE + bonus.

The role involves managing a portfolio of clients including self-employed individuals, companies, partnerships and personal tax clients.