Client Manager

ProTalent are currently working with a successful and forward-thinking accountancy practice in Aylesbury to recruit a new Client Manager.

The firm:

• Fast-growing and dynamic accountancy firm in Aylesbury
• Diverse and loyal client base
• Expert team who work hard to provide exceptional standards
• Strong focus on innovation and technology, and ambitious growth plans

The Client Manager role:

• As a Client Manager, you will look after your own portfolio of clients, with support from a Junior
• Support, drive and promote the business growth
• Liaise with new and existing clients
• Review and sign off accounts (some preparation of accounts will be required)
• Accounts preparation for limited companies, partnerships, sole traders and charities
• Preparation of corporation tax returns
• Preparation of self-assessment tax returns
• Supporting clients in accounting and taxation issues
• Preparation of management accounts
• Support the company’s brand (social media etc.)
• Build strong team relationship skills
• Complete client services/tasks on time according to internal and external deadlines
• Work in line with company behaviours and organisational culture
• Deal with clients, suppliers, and other employees professionally at all times
• Allocate the appropriate amount of time to tasks (revenue generating activities)
• Prioritise activities according to company urgencies

The successful Client Manager candidate:

• Part qualified/Qualified with experience in an accountancy practice
• Minimum five years’ experience in practice (preferably currently working in practice)
• TaxCalc/Xero experience preferred but not essential
• Excellent verbal and written communication
• Ability to judge priorities and make decisions quickly
• Familiar with accounting packages (Excel, TaxCalc and Xero)
• Excellent working knowledge of FRS102, FRS102 section 1a and FRS105 is essential
• Solid understanding of tax and ability to advise clients
• Ability to solve problems, take responsibility and start adding value to the team immediately
• Able to work independently is a must

Thank you for your interest.