Client Manager

Provide accounting and taxation services to a range of dental limited companies, partnerships and sole traders. Providing support within the small team in servicing existing and new clients.

Client Details

The firms mission is to be exceptional accountants and business advisers delivering seamlessly integrated client service. They are located in modern offices in Cheltenham, playing a key role in the local business landscape. Due to continued growth and success, an exciting opportunity has become available for an experienced Client Manager or Accounts Senior to join the team in supporting a niche group of clients.

Description

* Preparation and/or review of year end accounts for limited companies, partnerships and sole traders to final accounts stage
* Corporation and income tax computations
* Preparation of monthly and quarterly management accounts
* Supporting and training clients in the use of cloud-based software such as QuickBooks and Xero
* Consultancy and Advisory work (emerging as part of ongoing professional development)
* Keep up to date with legislative change and development

Profile

Professional Experience
* Essential: AAT or significantly qualified by experience
* Essential: Previous experience of working in a practice environment
* Essential: Practice accountancy practice experience
* Desirable: ACA, ACCA qualified
* Desirable: Background working in a small practice environment

System Experience
* Essential: Microsoft Office package
* Essential: Accounting Software packages
* Desirable: Digita Suite, IRIS Suite, QuickBooks, Xero, Virtual Cabinet, Sage Payroll

Other Skills

* Hands-on accounting and basic tax skills from start to finish for small businesses - minimal partner input required.
* Willingness and aptitude to learn and deliver on different areas of accounting practice and to be an all-rounder
* Excellent communication skills at all levels
* Confident to build rapport with and manage a professional and supportive relationship with clients and other advisers
* Excellent communication skills
* Ability to demonstrate and explain complex technical information to non-technical stakeholders
* Patient
* Organised, proven ability to meet deadlines
* Excellent time management skills

Job Offer

• Competitive Salary of £40,000 to £50,000
• Genuine opportunity for partner progression
• Excellent benefits package
• Hybrid working
• Enhanced holiday (25 days plus bank holidays)
• Ongoing professional development and support to access practicing certificate
• Access to support from a wide range of specialists using an international accountancy network