We are seeking an experienced Client Manager to oversee a diverse portfolio of personal tax, sole trader, and Limited Company clients. This role is perfect for a seasoned professional with extensive experience in general practice, looking to take on a supervisory position while still engaging hands-on with accounts and returns preparation.
Day-to-day of the role:
Review work prepared by junior staff to ensure accuracy and compliance.
Prepare accounts and tax returns for a mixed portfolio of clients.
Supervise and train junior staff, providing guidance and support to enhance their professional development.
Meet with clients to discuss and manage their accounts effectively.
Potentially expand your role to include meeting potential new clients and managing final review and billing of work prepared by others.
Required Skills & Qualifications:
ACCA or ICAEW qualification.
Minimum of 5 years of experience in accountancy practice, with significant experience in managing your own portfolio.
Proficiency in cloud bookkeeping systems and handling incomplete records.
In-depth knowledge of personal and corporation tax, VAT, CIS, MTD, and related areas.
Strong leadership skills with the ability to supervise and train staff.
Excellent communication skills, capable of managing client relationships effectively.
Flexibility to work full-time or part-time based on mutual agreement.
Benefits:
Competitive salary commensurate with experience and qualifications.
Flexible working options (full-time or part-time).
Opportunity to expand role responsibilities.
Supportive and collaborative work environment.
Professional development and career advancement opportunities