Client Manager (Accountant)

Premier Recruitment Solutions; Waterlooville; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the accounting sector is seeking an accountant to manage a diverse client portfolio. This position offers the chance to prepare tax returns, engage directly with clients, and grow professionally in a flexible and supportive environment. Ideal candidates will possess strong communication skills and relevant professional qualifications, making a significant impact on client relations and business growth.

Benefits

Flexible working environment

Paid time off at Christmas

Access to an Employee Assistance Programme

Paid day off for your birthday

Holiday reward scheme based on length of service

Qualifications

• Experience in accounting practice within the last 2 years.
• Ability to prepare tax returns for Sole Traders, Partnerships, and Limited Companies.
• Proficient IT skills, including Excel and Word.

Responsibilities

• Prepare and submit accounts & tax returns for clients.
• Communicate with clients via phone, email, and in person.
• Review and advise clients on tax positions and efficiency.

Skills

Communication

Time Management

Attention to Detail

Customer Care

Education

Membership to a professional body

Tools

QuickBooks

Xero

Job description

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Client:

Premier Recruitment Solutions

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Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

68bc963593e7

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Our client are passionate about business. Their team of accounting professionals are commercially focused, putting their client’s needs first. Their mission is to use their years of experience and skills in accountancy to create a personalised service that helps small businesses start, survive and grow.As part of a highly enthusiastic (and growing!) team of 30+, you will play a crucial role, building relationships with a growing client portfolio and delivering their key work. This role will be exceptionally exciting to a candidate looking to make use of existing qualifications and manage their own client portfolio in a rapidly growing, innovative and ‘modern’ business.

Key responsibilities:

To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies.
To communicate with clients via phone, email, social media and in person, including chasing records.
To ensure all internal and statutory deadlines are met e.g. – HMRC, SLA etc.
To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
To assess and advise clients on their tax position.

To optimise and plan the tax efficiency of clients.
To review and advise clients on advisory level to include cashflow, budgets, pricing etc.
To complete, review and prepare book-keeping, VAT returns and CIS.
To maintain electronic filing of books and records both internally as well as management of client administration and records.
To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
To participate in activities necessary to support the smooth running of the office environment.
To manage and maintain your professional development and learning including any relevant CPD required by your professional body.
To ensure and update HMRC/Companies House statutory information is accurate.
To attend networking events where required.
To prepare and execute year end client meetings.
Internal and external training e.g., client bookkeeping training and as applicable as per the company values.
To carry out client fee reviews.

Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
Must hold membership to a professional body (does not need to be a chartered body)
Be confident in providing direct advice to clients. Sound tax knowledge is a must.
Be an effective communicator, able to communicate at all levels across the company and to clients directly.
Experience working in accounting practice within the last 2 years with at least 3 years accounting practice experience overall.
Good standard of verbal and written English.
Proficient IT skills (Excel & Word essential).
A sound working knowledge of QuickBooks and Xero (desirable).

Personal Attributes

Being able to work to tight deadlines both internally and externally (HMRC).
Excellent time management skills and the ability to prioritise.
Committed to providing exemplary customer care.
Enthusiastic and well presented for an office environment with a friendly and positive attitude.
Desire for self-improvement, to learn and improve skills.
Self-motivated and confident to ask or help if needed.
Attention to detail is key.

Flexible working environment.
Paid time off at Christmas.
Access to an Employee Assistance Programme.
Access to Healthcare Cash Plan.
Paid day off for your birthday.
Office Christmas party.
Holiday reward scheme based on length of service.

Hours per week: 40 hours per week. 36.50 of these hours to be worked during ‘core’ opening hours – Monday – Thursday, 9:00 – 17:00 and Friday 9:00 – 16:00 with a 30 minute unpaid lunch. The remaining 3.50 hours are to be worked remotely as appropriate.