Client Manager - Tax Strategy & Client Growth

Puro Associates; Bishop Auckland; On-site; GBP 35,000 - 42,000; Full time

Job summary

A leading financial services firm in Bishop Auckland is seeking an experienced Client Manager to oversee client finances and manage tax obligations. The ideal candidate should have at least 3 years of experience within a UK Accountancy Practice and be confident in 1 to 1 client meetings. This role offers a salary of up to £42,000 and various benefits including flexible working and career progression.

Benefits

Company Pension

Free On-Site Parking

Death in Service

Study Support

Career Progression

Flexible Working

Qualifications

• Minimum 3 years of experience within a UK Accountancy Practice.
• Confident in your ability and proven experience with 1 to 1 client meetings.

Responsibilities

• Oversee client finances, manage tax obligations, and handle VAT returns.
• Cultivate and sustain client connections, participate in meetings, and address financial requirements.
• Prepare and assess financial statements, accounts, and reports with precision.
• Lead tax strategy, ensure compliance, and prepare tax documentation.
• Supervise VAT returns, ensuring conformity with regulatory standards.

Skills

Client relationship management

Tax compliance

Financial statement preparation

VAT regulations

Financial software proficiency

Education

ACA / ACCA / AAT Qualified or Part Qualified

3+ years experience in UK Accountancy Practice

Job description

A leading financial services firm in Bishop Auckland is seeking an experienced Client Manager to oversee client finances and manage tax obligations. The ideal candidate should have at least 3 years of experience within a UK Accountancy Practice and be confident in 1 to 1 client meetings. This role offers a salary of up to £42,000 and various benefits including flexible working and career progression.