Client Manager

Recruiter
AJ Chambers
Location
Attleborough
Salary
£40,000 - £45,000 per annum
Posted
07 May 2019
Closes
06 Jun 2019
Professional Membership
AAT, ACA (ICAEW), ACCA
Seniority Level
Manager
Contract Type
Full time, Permanent

AJ Chambers are currently working alongside a well-respected firm of chartered accountants, based within Attleborough, who are seeking a capable Client Manager.

You will be responsible for managing a portfolio of clients, providing high quality compliance services for a range of private clients.

The Role:

  • Fully accountable for the provision of accounting services including corporate and personal tax returns and special services for a portfolio of clients with annual fees of £150k
  • Supervise and control completion of audit assignments including assessing internal controls, systems and planning.
  • Review and produce VAT returns as required; provide an in depth knowledge and advice service to clients.
  • Liaise with clients for debt recovery as required.
  • Manage a portfolio of clients.
  • Manage client relationships and identify opportunities for additional services.
  • Display a confident, accurate and reliable accounting knowledge when interacting with clients, presenting ideas and implementing strategies.
  • Review and finalise client???s records, file sections and cross referencing schedules.
  • Review and finalise completed work programmes and administration paperwork.
  • Attend client???s premises and assist with audit when required.
  • Review completed VAT return forms, communicate with client when VAT return is complete and submit to HMRC.
  • Review prepared self-assessment tax returns, business and partnership tax returns to include detailed capital gains computations and preparation of schedules of income from property.
  • Review information processed on a computerised tax soft software to produce returns and calculations above.
  • Review P11D, payroll processed on behalf of clients to strict deadlines, submitted FPS and EPS as required.
  • Ensure effective communication systems between management and staff are established and disseminated to all staff in the company to ensure coherence and a positive team spirit.
  • Conduct annual appraisals and quarterly reviews for all direct reports.
  • Actively manage direct reports in respect of holiday, sickness and general day-to-day management.
  • Monitor and encourage improvements towards standards of work via guidance, coaching and mentoring.
  • Undertake appropriate training to ensure CPD criteria is met.

The Ideal Candidate:

  • Previous experience working within an accountancy practice
  • Excellent written and verbal communication
  • ACA/ACCA/AAT Qualified
  • Experience of portfolio management and supervision of staff
  • A confident team player
  • Commercial awareness
  • Ability to communicate effectively with Partners & Juniors as appropriate

If you feel you would be suitable, please apply direct or contact Jess Dodman at AJ Chambers.

Client Manager - Attleborough

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