Senior Client Manager

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Job description

Your new company
I am working with a well established and commercially driven accountancy practice based in the Portsmouth area. They have excellent career progression and opportunities due to their growth plans, which is one of the reasons they're looking for an accountant to join their team. They are different to others when it comes to work-life balance and hybrid working, appreciating that family comes first, with a hybrid policy of 3 days in the office, 2 at home.
Your new role
This will be a varied role looking at the accounts and tax returns for your portfolio of clients, this will include Sole Traders, Partnerships and Limited Companies across a variety of sectors. You will also be responsible for leading a team who will be building a portfolio of small business clients, you will be able to make a real impact on the client businesses they support. You might be qualified via AAT/ACCA or qualified by experience. The key responsibilities of the role will also include but are not limited to:

• To coach, train, develop a team of 4-5 direct reports. This will include performing 1-2-1s, return to work interviews and manage performance.
• Support the manager with planning and monitoring the key performance indicators of the team, reviewing timesheets etc.
• Complete, review and prepare bookkeeping, VAT returns and CIS.
• Carry out client fee reviews.
• Ensure all deadlines are met, both internal and external.
• Maintain electronic filing of books and records both internally and management of client administration and records.
• Act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
• Provide external training such as bookkeeping training.
• Participate in activities necessary to support the smooth running of the office environment.
• Manage and maintain your professional development and learning, including any relevant CPD required by your professional body.

What you'll need to succeed

• Experience (ideally minimum 5 years) working in a fast-paced accountancy practice with responsibility for a varied caseload of clients, supported by a membership to a professional body.
• Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
• Experience utilising Xero, QuickBooks, DEXT and Free Agent is an advantage but not essential.
• Able to navigate Microsoft packages, specifically Word and Excel.
• Understanding and working knowledge of tax.
• Ability to confidently and effectively manage client relationships and their expectations.

What you'll get in return

• Competitive salary from £42,500 depending on experience
• Flexible and Hybrid Working
• Onsite parking
• Excellent career progression
• Private GP and medical service, pension, life assurance, 20 days hol + bank hols

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion about your career.

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