Senior Client Manager Accountant

An exciting opportunity for an experienced Client Manager to be part of a dynamic and forward-thinking organisation based in Waterlooville, Hampshire. As part of a highly energy team, you will play a crucial role, building relationships with a growing client portfolio and delivering key work. This role will be exceptionally exciting to a candidate looking developer their career. Duties will include: • To coach, train, develop and lead their team (4-5 direct reports). • To provide leadership and role-modelled behaviour (to our company values) to the accountancy team. • To perform relevant employees 1-2-1 meetings for a section of the accounting team. • To perform return to work interviews. • To support the Accountancy Manager with planning and monitoring the performance of the accountancy team’s key performance measures e.g., weekly stats, timesheets etc. • To support the Accountancy Manager in developing internal systems and controls to ensure standards are met to support our company values as required. • To support the recruitment and interview process with the Recruitment Lead as required. • To manage the process of (and where required, directly carry out) preparing, sending and submitting accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies. • To communicate with clients via phone, email, social media and in person, including chasing records. • To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc. • To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department. • To assess and advise clients on their tax position. • To optimise and plan the tax efficiency of clients. • To review and advise clients on advisory level which may include cashflow, budgets, pricing etc. • To review and/or prepare book-keeping, VAT returns and CIS where required. • To prepare and execute year end client meetings. • To carry out client fee reviews. • To instruct, mentor and manage accounting team members to carry out the above. Applicants must possess: • Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies. • Must hold membership to a professional body (does not need to be a chartered body) • Be confident in providing direct advice to clients. Sound tax knowledge is a must. • Be an effective communicator, able to communicate at all levels across the company and to clients directly. • Experience working in accounting practice within the last 2 years with at least 5 years accounting practice experience overall. • Good standard of verbal and written English. • Proficient IT skills (Excel & Word are essential) • A sound working knowledge of QuickBooks and Xero (desirable). Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful

Location: Purbrook, GB

Posted Date: 1/12/2025