Client Manager (Practice)

Posted 5 April by NCN Resourcing & Consultancy Ltd Easy Apply

The Firm -

A local independent firm of Accountants offering a broad range of accounting and business advisory services to a variety of client industries. They pride themselves on working closely with their clients to provide the best customer service possible, and to help their clients achieve their goals.

The Role -

  • Plan the workload for the accounts team using the team planner.
  • Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients.
  • Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
  • Review records as they come into the office for completeness prior to starting or assigning the work.
  • Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement)
  • Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
  • Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.
  • Prepare the accounts report to be sent to the client upon completion of a job.
  • Complete job control sheets and clear down the WIP for the job prior to obtaining approval.
  • Provide the admin team with all the necessary information to enable them to prepare the letters etc that need to be sent to clients with their accounts.
  • Review letters and information prior to sending to clients to ensure sending the correct and consistent message.
  • Be the main point of contact for clients within the portfolio.
  • Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
  • Preparation of personal tax computations and self-assessment tax returns.
  • Preparation of statutory accounts using the IRIS system
  • Ensuring all disclosures are correctly included in the statutory accounts prepared.
  • Preparation of management accounts and liaising with clients.
  • Ensure that we are providing all clients with the best possible service and meeting their expectations always.
  • Deal with HMRC enquiries
  • Provide necessary support and training to all other team members as required to help them to develop their skills.
  • Keeping up to date with relevant legislation and accounting standards
  • Systems development and documentation and review of existing system on a regular basis
  • Supervising the preparation of Management Accounts
  • Tailoring the Management Accounts templates to meet individual client needs
  • Preparation of budgets and forecasts on behalf of clients
  • Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients
  • Attending and running client Board view meetings
  • Generating new business
  • Promoting the Added Value Services to existing and new clients
  • Training and mentoring

The Person -

The ideal candidate will preferably be ACA / ACCA Qualified with previous practice experience.

You will need to have strong communication skills and be able to deal with clients in a professional manner.

Reference: 32285247

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