Assistant Client Services Manager

REED are recruiting an Assistant Client Services Manager for a well known and established Accountancy Practice to be part of the Business Advisory Services team. This is an excellent opportunity to join a professional services firm, supporting the Client Services Managers and carrying your own small portfolio. 

Assistant Client Services Manager (reporting into the Client Services Manager)

Salary - £30,000 per annum

Full Time - Hybrid (3 days office, 2 WFH

Duties:

• Responsibility for a small portfolio of clients as designated by the Director with the support
• Prepare proposals for BAS client’s in accordance with company and regulatory procedures
• Have a thorough understanding of workflow throughout the BAS Division
• Have a thorough knowledge of all software platforms used by the BAS Division
• Provide training and support to other Assistant Client Service Managers and Administrators
• Call in books and records in accordance with workflow timescales and maintain database of records held
• Issue invoices through invoicing system and update the work planner
• Maintenance of client details on current databases
• Creation and completion of tasks and jobs as appropriate
• Scan and upload client records to portal
• Ensure that all client accounting information is booked in and allocated to the relevant CSM
• Ensure that year end accounts are sent to the outsourcing resource, monitoring progress and queries, and allocation to CSMs for timely review
• Deliver year end accounts for client review and approval, and submission to HMRC
• Scan completed manual files
• Meet and greet clients and visitors in reception
• Answer external telephone calls.
• Run clients payrolls
• Undertake bookkeeping for clients, along with requesting information and filing VAT Returns
• Prepare small sole trader and partnership accounts and associated personal tax returns

BENEFITS

 - Hybrid working (after 3 month probationary period), Competitive salary 

Does this sound like you?  If so, please do not hesitate to get in touch with Lara Tyler in the Bournemouth Reed office or click apply now with your up to date CV