Client Manager - Tax

Clear IT Recruitment Ltd; Yeovil; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading firm in the South West is seeking a motivated Client Manager in Tax to deliver high-quality accountancy and tax services in Yeovil. This role involves managing client portfolios, supporting tax advisory work, and ensuring compliance. The ideal candidate is chartered with a strong accountancy background and excellent communication skills. This is a fantastic opportunity for an individual who is committed to exceptional client service and driving results.

Benefits

Generous Holiday Allowance

Birthday Day Off

Flexible Working - Hybrid model

Employee Assistance Programme

Ongoing Professional Development

Pension Scheme

Qualifications

• Experience in a similar role within a practice environment is essential.
• Excellent communication skills to build strong relationships.
• Ability to manage multiple client accounts effectively.

Responsibilities

• Manage own portfolio within the team for accountancy and tax services.
• Work closely with the Tax Team for complex tax advisory work.
• Oversee preparation and sign-off on accounts and tax work.

Skills

Communication

Client Management

Self-motivation

Education

Chartered Accountancy

Job description

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My client, a UK Top 50 firm are industry leading financial experts working at the cutting edge of digital accounting, financial planning, and tax advice in a wide range of personal and business areas. They believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.

They serve clients across Somerset, Devon, and Wiltshire. Their team of over 350 highly trained and qualified staff caters to 5000+ clients, cementing their reputation as trusted financial advisors and accountants.

They are looking for a Client Manager in Tax to join their office in Yeovil - Somerset.

Responsibilities

• Manage your own portfolio within the team, delivering high-quality accountancy and tax services.
• Work closely with the Tax Team and Adviser to handle more complex tax advisory work, ensuring it meets deadlines and standards for senior review.
• Support the Adviser by preparing and managing non-compliance work, easing the workload, and ensuring smooth delivery of client services.
• Oversee the preparation, execution, and sign-off on accounts and tax work to ensure accuracy and compliance.
• Proactively identify opportunities to add value for both clients and the firm, collaborating with specialists across the business to meet clients' needs.
  
  

You don’t need to be a tax expert, but some experience in tax is essential to help manage and prepare work for review by my clients Tax Team. This is a fantastic opportunity for a skilled accountant who enjoys taking a hands-on approach to client management while helping to streamline processes for senior advisers. A rural background is helpful but not essential—what matters most is your drive to deliver excellent service.

Requirements

Already chartered, the ideal candidate will have a strong accountancy background along with experience in tax.Furthermore, you should demonstrate excellent communication skills to build strong relationships with clients and colleagues. Experience in a similar role within a practice environment is essential, as well as the ability to manage multiple client accounts effectively.I am looking for a self-motivated individual who is dedicated to delivering exceptional client service and driving results.

Benefits

• Generous Holiday Allowance -with the option to purchase up to 5 additional days.
• Celebrate Your Birthday - Enjoy an extra day off to celebrate.
• Flexible Working - Hybrid working model
• Employee Assistance Programme - Confidential support available 24/7 for your mental, physical, and financial wellbeing.
• Ongoing Professional Development - Full funding for your professional qualifications, with continuous learning opportunities.
• Perks and Discounts - Access to exclusive employee discounts on a wide range of products and services.
• Pension Scheme - A competitive pension to help plan for your future.
  
  

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Human Resources Services

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