Client Manager Application
Client Manager Job Specification
A summary of the roles and responsibilities that this job has:
- Preparation of Year-End Accounts, drafting of Corporation Tax Returns, maintaining our client’s books and records in Xero
- Bookkeeping and Reconcilations
- Processing client invoices on DEXT
- Responding to any client ad hoc queries
- Managing your own portfolio of clients and taking responsibility for them
- Answering calls and responding to emails
- Onboarding new clients into the business, setting up software and updating our Client Management System
- Attend Client Meetings (Phone, Virtual and Face to Face) and Monitor Client Deadlines
- Deal with incoming post and draft outbound letters as needed
- Make calls to HMRC on behalf of clients as required
- Supporting the Practice Manager and Managing Director
Accountancy Qualifications or Practice Experience are desirable qualities for this role but we will consider applications from candidates who have no experience or qualifications
What you can expect from us
- Ongoing training and support.
- Private Medical Insurance
- 20 days Holiday. plus any Bank Holidays. (Additional holidays can be purchased)
- Flexible and At Home working.
- Onsite Parking at Hoults Yard.
- Modern office and supportive workplace culture
- An allocated and dynamic portfolio of clients to work closely with.
- Open communication and honest discussions at all levels within the company.
- Company social events
- AAT Study support package.
- Minimum Salary of £26,500 plus overtime opportunities
- Annual Salary Reviews and Appraisals
What we expect from you
- To have a growth mindset.
- To have positive behavioural characteristics.
- The ability to create real connections with people.
- To be passionate about getting to know our clients and their business.
- To be Client focussed and always do the right thing for them.
- Grit / Resilience to do what is right even when it may be difficult.
- To be motivated to be the best you can be.
- Driven to succeed and progress.
- To seek greatness every day.
- To help leave a positive impact in all your actions.
- To be a team player and demonstate flexibility when the company needs you