Client Manager: Lead SME Accounts & Tax, with Mentoring

Puro Associates; Dorchester; On-site; GBP 33,000 - 45,000; Full time

Benefits offered by this job

25 days holiday plus bank holidays

Option to buy and sell annual leave

Study support and ongoing professional

Company pension

Discounted gym membership

Cycle to Work scheme

On-site parking

Regular team socials

Casual dress

Weekly breakfast and monthly team lun​

Job summary

Puro Associates in Ferndown, Dorset is looking for a Client Manager to manage a varied portfolio of clients, including SMEs, contractors and freelancers, providing proactive service across accounts and tax matters.

You will own your portfolio, review accounts and corporation tax computations, support junior staff, and attend client meetings, with opportunities for progression and a supportive, growing firm.

Qualifications

• At least 3 years' experience working within a UK accountancy practice.
• AAT qualified or ACA/ACCA qualified or part-qualified.
• Experience managing a client portfolio.
• Strong knowledge of accounts preparation, VAT and corporation tax.
• Experience reviewing work and supporting junior staff.
• Excellent communication and organisational skills.
• Experience using cloud accounting software such as Xero, QuickBooks or Sage.

Responsibilities

• Managing your own portfolio of clients and acting as their main point of contact
• Reviewing statutory accounts and corporation tax computations
• Reviewing VAT returns and ensuring filing deadlines are met
• Supporting bookkeeping and accounts preparation where required
• Supervising and mentoring junior members of the team
• Attending client meetings and providing business advice
• Assisting with onboarding new clients
• Monitoring workflow and ensuring deadlines are achieved
• Delivering a high standard of client service at all times

Skills

Client portfolio management

Communication skills

Organisational skills

Accounting knowledge

Education

AAT or ACA/ACCA or part-qualified

Tools

Xero

QuickBooks

Sage

Job description

Puro Associates in Ferndown, Dorset is looking for a Client Manager to manage a varied portfolio of clients, including SMEs, contractors and freelancers, providing proactive service across accounts and tax matters.

You will own your portfolio, review accounts and corporation tax computations, support junior staff, and attend client meetings, with opportunities for progression and a supportive, growing firm.