Client Manager

AJ Chambers
£40,000 - £45,000 per annum
07 May 2019
06 Jun 2019
Professional Membership
Seniority Level
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