Trevor James is currently working with an accountancy firm based in Stoke looking to add an a client manager to their team.
The firm have an excellent reputation of looking after their people, with a range of benefits including, hybrid working, early finish in a Friday, a recreational room and onsite parking among others.
The firm also offer a discretionary bonus to all team members as part of a profit share.
The responsibilities of the client manager will be:
- Review company financial statements and sole trade accounts
- Review corporation tax returns
- Drafting advice with the support of Senior Managers and Directors
- Have a good understanding of personal tax and be involved in annual personal tax filings for your clients
- Have a good understanding of financial statement disclosures
- Manage the affairs of a small portfolio of clients
- Being first point of contact for your portfolio of clients
- Liaise with clients on their deadlines and other requirements
- Assist Managers/Directors with all deadlines including Accounts, Tax, VAT, Payroll and Company Secretarial
- Communicating with clients for information where necessary
- Building strong relationships with clients
- Assist clients with ad hoc questions in relation to financial matters including the interpretation of results
The ideal client manager will have:
- Minimum of 2 years’ post qualification experience
- Have a professional qualification (ACA / ACCA or equivalent)
- Have experience of managing their own portfolio of clients
- Committed to maintaining technical knowledge to a high level
- Competent using Outlook, Word and Excel
- Competent using Xero
- Experience of Iris, Alpha, Quickbooks and Sage 50 would be preferable
- Have a good awareness of technology in general
- Self-motivated and able to apply relevant skills to new scenarios
- Good people and communication skills
- Ability to work under pressure with accuracy and focus
- Demonstrates excellent analytical and research skills