An exciting opportunity for an experienced Client Manager to be part of a dynamic and forward-thinking organisation based in Waterlooville, Hampshire.

As part of a highly energy team, you will play a crucial role, building relationships with a growing client portfolio and delivering key work. This role will be exceptionally exciting to a candidate looking developer their career. 

Duties will include: 

• To prepare, send and submit accounts & tax returns for our clients, including Sole Traders, Partnerships and Limited Companies. 
• To communicate with clients via phone, email, social media and in person, including chasing records. 
• To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc. 
• To onboard new clients and integrate them into your portfolio – _this will include bookkeeping, compliance etc to then be handed over to the relevant department. 
• To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients. 
• To review and advise clients on advisory level to include cashflow, budgets, pricing etc. 
• To complete, review and prepare book-keeping, VAT returns and CIS. 
• To maintain electronic filing of books and records both internally as well as management of client administration and records. 
• To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries. 
• To participate in activities necessary to support the smooth running of the office environment. 
• To manage and maintain your professional development and learning including any relevant CPD required by your professional body. 
• To ensure and update HMRC/Companies House statutory information is accurate. 
• To attend networking events where required. 
• To prepare and execute year end client meetings.
• Internal and external training e.g., client bookkeeping training and as applicable as per our company values. 
• To carry out client fee reviews. 

Applicants must possess: 

• Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies. 
• Must hold membership to a professional body (does not need to be a chartered body) 
• Be confident in providing direct advice to clients. Sound tax knowledge is a must. 
• Be an effective communicator, able to communicate at all levels across the company and to clients directly. 
• Experience working in accounting practice within the last 2 years with at least 3 years accounting practice experience overall. 
• Good standard of verbal and written English. 
• Proficient IT skills (Excel & Word are essential) 
• A sound working knowledge of QuickBooks and Xero (desirable). 

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal Recruitment Limited.

Please Note:  Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.