Client Manager

The primary focus of the role will be both acting as principal contact for your own portfolio of clients and also supporting our team in a variety of areas, for example by tackling the more complex accounts work and assisting the partners various client-related tasks and special ad hoc assignments.

Your typical daily duties will include:

• preparation and completion of Limited company accounts and tax computations
• using Xero, and other accountancy software to complete key tasks
• supporting junior colleagues with queries, setting assignments and reviewing their work
• preparation of management accounts
• reviewing VAT returns prepared by junior colleagues
• dealing with ad hoc queries raised by clients
• being the point of contact for your portfolio of clients whilst working on their accounts
• keeping the senior management team informed of any issues that arise with the client
• raising any potential time overruns as they are identified, with suggestions to mitigate the issues
• responsibility for clearing review points and addressing any follow up queries until the date the accounts are signed
• maintain and develop technical ability by attending webinars and keeping abreast of technical development.

Assisting the partners on special project work such as business acquisitions and disposals

Person specifications

• All applicants must have substantial accounting experience in practice, ideally gained in a UK professional Firm, to include preparation of statutory and management accounts, VAT and bookkeeping (using Xero and Sage)
• A recognised accountancy qualification (ACA / ACCA)
• A strong team player who has the ability to work under minimal supervision, and work closely with the management team to drive projects forward.
• Be approachable to members of the accounts team.
• Clearly explain technical points to the accounts team.
• Must have a good amount of Limited company accounts experience.
• Ideally a proficient user of CCH Accounts Production, Sage and Xero.

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