client manager
Responsibility
- prepare, send, and submit accounts & tax returns for clients, encompassing Sole Traders, Partnerships, and Limited Companies
- demonstrate effective communication with clients via phone, email, social media, and in-person interactions, including diligent record chasing
- provide expert assessment and advice to clients on their tax position, while optimizing tax efficiency
Show more +19 - complete, review, and meticulously prepare bookkeeping, VAT returns, and CIS
- maintain a well-organized system of electronic filing of books and records, both internally and for client administration
- serve as a proficient liaison between clients and HM Revenue & Customs to diligently handle and resolve queries
- actively participate in various activities aimed at supporting the smooth functioning of the office environment
- proactively manage and enhance your professional development and learning, including adherence to any relevant CPD requirements dictated by your professional body
- skillfully onboard new clients and seamlessly integrate them into your portfolio, involving bookkeeping, compliance, and relevant processes to be smoothly transferred to the relevant department
- ensure accuracy and up-to-date HMRC/Companies House statutory information
- actively attend networking events, when required, to represent our firm
- prepare and skillfully execute year-end client meetings
- monitor and review general ledger accounts to ensure accuracy and compliance with accounting standards
- engage in internal and external training initiatives, such as client bookkeeping training, in line with our company values
- conduct client fee reviews to ensure equitable and satisfactory arrangements
- conduct financial forecasting and budgeting activities
- perform monthly reconciliations of bank accounts and other financial records
- assist with the preparation of audit schedules and support auditors during the annual audit process
- prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements
- assist with the preparation of tax returns and ensure compliance with tax regulations
- stay updated on industry trends, accounting regulations, and best practices
- participate in the development and implementation of financial policies, procedures, and controls
Requirements
- bachelor's degree in Accounting or Finance
- proven experience as a Management Accountant or similar role
- strong knowledge of accounting principles, practices, and procedures
Show more +14 - proficiency in using accounting software such as Xero and Sage
- demonstrated effective time management, excelling in working to tight deadlines while maintaining meticulous attention to detail
- excellent analytical skills with attention to detail
- ability to prioritize tasks and meet deadlines in a fast-paced environment
- proven ability to competently prepare accounts & tax returns for clients, covering Sole Traders, Partnerships, and Limited Companies
- proactive in seeking information from colleagues and clients, showcasing a curious and knowledge-hungry approach to facilitate seamless service delivery
- strong communication skills to effectively collaborate with stakeholders at all levels
- familiarity and proficiency with accounting software such as Xero, Quickbooks, DEXT, and Free Agent
- strong understanding and working knowledge of Tax regulations
- experience in private equity or investment management is a plus
- knowledge of budgeting processes and financial forecasting techniques
- demonstrated experience in a fast-paced accountancy practice, managing a diverse caseload of clients, with the support of membership to a professional body
- confidently able to provide expert advice and make informed recommendations to clients, with the ability to articulate complex information clearly in both written and verbal communication
- accounting: 1 year
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