Client Manager

ProTalent are currently working with a successful and forward-thinking accountancy practice in Bicester to recruit a new Client Manager. The firm: Fast-growing and dynamic accountancy firm in Bicester 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.

Location: Bicester, GB

Posted Date: 1/13/2025