Client Manager - Hybrid Accountancy, Portfolio Growth

Imperium Financial Recruitment; Wilmslow; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid working

Flexible start and finish times

25 days' annual leave including office

Birthday day off

Private medical insurance after two ge

Regular team social events

Ongoing training and careerdevelopment

Job summary

Imperium Financial Recruitment is seeking an experienced Client Manager for a busy accountancy practice. You will manage a varied portfolio of owner-managed businesses, lead accounts preparation, tax compliance, management accounts and business advisory work while supervising juniors.

You will train colleagues and clients in Xero and other cloud-accounting tools, attend client meetings with senior managers, and help with billing and workflow planning to ensure timely delivery.

Qualifications

• 5+ years in an accountancy practice
• Experience managing or supporting a portfolio of clients
• Strong accounts preparation and taxation knowledge
• Experience preparing or reviewing management accounts, VAT returns and bookkeeping
• Confident client communication and relationship-management skills
• Experience supervising or developing junior colleagues
• AAT or ACCA qualified, part-qualified or qualified by experience
• Knowledge of Xero and cloud-accounting software
• TaxCalc experience would be advantageous

Responsibilities

• Manage a portfolio of limited companies, LLPs, partnerships and sole traders.
• Prepare and review year-end accounts, business tax computations and tax returns.
• Prepare Self Assessment returns and Capital Gains Tax computations.
• Assist with R&D tax claims and tax-planning opportunities.
• Manage and review bookkeeping, VAT and management accounting services.
• Prepare management accounts, forecasts, budgets, cash-flow projections and performance reports.
• Advise clients on profitability, efficiency, financial controls and business processes.
• Build strong relationships and act as a key point of contact for clients.
• Ensure work is completed accurately and within agreed deadlines.
• Attend client meetings alongside senior managers or directors.
• Supervise, review and support the development of junior team members.
• Train colleagues and clients in the use of Xero and other cloud-accounting applications.
• Assist with billing, work in progress, workflow planning and credit control.
• Identify opportunities to introduce additional services and new clients.

Skills

Client relationship management

Accounts preparation

Taxation knowledge

Xero knowledge

People supervision

Education

AAT/ACCA qualified or equivalent

Tools

Xero

TaxCalc

Job description

Imperium Financial Recruitment is seeking an experienced Client Manager for a busy accountancy practice. You will manage a varied portfolio of owner-managed businesses, lead accounts preparation, tax compliance, management accounts and business advisory work while supervising juniors.

You will train colleagues and clients in Xero and other cloud-accounting tools, attend client meetings with senior managers, and help with billing and workflow planning to ensure timely delivery.