Job Description

Job Title: Senior Client Manager - Accountancy Practice

Location: Waterlooville

Salary: £40,000.00 - £55,000.00 per annum (DOE)

Benefits:

• 28 days holiday plus a day off for your birthday (if it falls on a working day)
• Additional 3 days off at Christmas when the office closes
• Cash plan medical benefit after probation
• Social events throughout the year
• On-site parking

Hours: 40 hours per week (Flexible hours may be considered)

Job Purpose:

Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice? At our firm, there's no such thing as a silly question, time and talent are respected, and there are endless opportunities to learn. We value alternative perspectives, family comes first, and (most importantly of all) nobody thinks they're too big-time to make a round of brews! If this resonates with you, we'd love to have a conversation about joining our thriving team.

About Us:

By combining traditional values with modern thinking, our team of Accounting, Bookkeeping, and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with a rapidly expanding caseload of clients, making now a really exciting time to join our friendly team.

Key Responsibilities:

• Client Relationship Management: Look after client relationships, overall service, and handle queries that arise.
• Accounts Preparation: Prepare, send, and submit accounts and tax returns for clients, including Sole Traders, Partnerships, and Limited Companies.
• Client Communication: Engage with clients via phone, email, social media, and in person, including chasing records.
• Onboarding: Onboard new clients and integrate them into your portfolio, covering bookkeeping and compliance before handing over to the relevant department.
• Tax Advisory: Assess and advise clients on their tax position, optimising and planning tax efficiency.
• Bookkeeping and VAT: Complete, review, and prepare bookkeeping, VAT returns, and CIS.
• Electronic Filing: Maintain electronic filing of books and records both internally and for client administration.
• Liaison: Act as liaison between clients and HM Revenue & Customs to resolve queries.
• Office Support: Participate in activities necessary to support the smooth running of the office environment.
• Professional Development: Manage and maintain your professional development, including any relevant CPD required by your professional body.
• Statutory Information: Ensure HMRC/Companies House statutory information is accurate.
• Networking: Attend networking events as required.
• Year-End Meetings: Prepare and execute year-end client meetings.
• Training: Provide internal and external training, including client bookkeeping training.
• Fee Reviews: Carry out client fee reviews.
• Mentorship: Manage and mentor junior staff, offering constructive feedback for improvement.

Requirements:

• Practice Experience: Minimum of 3 year's experience in an accountancy practice.
• Professional Membership: Must be a member of a professional body.
• Technical Proficiency: Experience with VAT returns, tax submissions, and end-of-year accounts.
• Software Proficiency: Familiarity with software such as Xero, QuickBooks, and TaxCalc.
• Leadership Skills: Ability to manage accounts, oversee people, mentor staff, and conduct reviews.
• Personal Qualities: Confident, team player, friendly, supportive, professional, and proactive.
• Office Presence: Willingness to work in the office most of the time.
• Client Meetings: Experience with year-end meetings and meetings with clients.

Why Join Us?

• Competitive Salary: £40,000.00 - £55,000.00 per annum (DOE).
• Hybrid Work: Hybrid work option available after probation, with a maximum of 2 days per week remote.
• Full-Time Role: Standard hours are 40 per week; flexible hours may be considered.
• Generous Benefits: 28 days holiday, birthday off, additional Christmas leave, medical benefit after probation, and regular social events.

If you are an experienced Senior Client Manager with a passion for delivering exceptional client service, we want to hear from you! Apply now to join our thriving team and advance your career in a supportive and dynamic environment.