Are you an accounting professional & are you experienced within practice?
 
Our client, a successful Accountancy Practice in central Plymouth is seeking a dynamic and experienced Client Manager to provide a high standard of service to their clients.
 
As the successful Client Manager, you will be preparing business accounts and ensuring that all statutory requirements and deadlines are met.
 
Job details of the Client Manager:

• £40,000 - £50,000 depending on experience
• Monday – Friday 37.5 hours per week
• Hybrid working available but office based preferred
• 25 days holiday plus 8 bank holidays
• 4% pension contribution

 
With more than 100 years of history between their offices in Plymouth and Tavistock, they continue to diligently serve businesses in Devon, Cornwall and beyond.
 
 
What knowledge and experience are needed?

• Previous audit experience essential
• Qualified by exams or experience
• Excellent communication skills, both written and verbal
• Experienced in dealing with clients in person
• IT skills; with working knowledge of Windows applications i.e, Word, Excel, Outlook, and Xero
• Be able to guide and train junior members of staff

 
Key Responsibilities of the Client Manager

• To prepare/review financial statements for client businesses
• Audit of financial statements for client businesses, to include visits to client sites
• To prepare tax computations and tax returns for client businesses and individuals as required
• Maintaining a client portfolio, including quoting, fee and statutory deadline management
• Serving as clients primary contact, to deal with telephone calls and other correspondence from clients and HMRC in respect of your designated clients
• Managing appointments with clients for pre and post year end meetings
• Training and supporting junior members of staff
• Management of the accounts production workflow, as part of the office management team.
• Work with other departments and professionals such as tax specialists, to provide a comprehensive client service
• To partake in office management meetings as required

 
Additional Responsibilities may include any of the following:
 

• Tax return reviews, including personal tax, Corporation Tax and VAT
• Registration for taxes including VAT, PAYE and CIS
• Advising clients on matters relating to VAT, PAYE and CIS
• Review of payroll and CIS work for selected clients, or when required for staff absence cover.
• Handling HMRC investigations
• Advising clients on suitable on share structures and remuneration packages
• Preparing management accounts, cashflows and forecasts
• Accountant’s references for mortgage/loan applications, insurance, or other purposes
• Preparing reconstituted accounts for clients to present to potential purchasers of their businesses
• Advising clients on bookkeeping methods and improvements to existing methods
• Correspondence by letter, telephone, and email with other agencies such as banks, insurance companies, other firms of accountants, solicitors relating to client’s business and/or personal affairs
• Attending training courses relevant to your role and maintaining training records which are adequate for complying with your qualifications CPD rules.
• Attending various marketing and networking events
• Preparing and filing various statutory forms on behalf of client businesses as necessary
• Offering suitable tax saving and/or business improvement ideas

 
If this sounds like you, please apply with your CV in word format today. Please contact Emma Hutchings at the Pertemps Plymouth office for more information