Senior Client Manager Ref. 3XC1V6

Summary

Permanent role for a small business Accountancy Practice in the Accounting industry, based in Newton Abbot, Devon, starting between 01 August 2017 and 28 February 2018.

We are looking for an organised and conscientious candidate to complement our successful team. We are looking for longevity of service to enable consistency of contact for our clients. For this role experience in an accountancy practice is vital, actual qualifications are a benefit. The candidate would be involved in the following work:-

• Sole Trader and Partnership Accounts
• Corporate Accounts and Corporation Tax Returns
• Company Secretarial
• Business Taxation
• Personal Tax Returns, including involvement in some of the more complex returns including Capital Gains Tax, Foreign pages, Loss Relief claims etc.
• Bookkeeping and VAT (review and manage, we have a department that prepares the bookkeeping)
• Client base management and development by telephone, letter & email and face to face meetings
• New client set up work, potentially some cash flow and business plan work.
• Special works such as incorporation, tax planning and business support.
• HMRC enquiry works

We would measure success in this role on a number of things to include:-

• Productivity and efficiency, without detriment to service levels.
• Ability to add value on jobs, and think “outside the box”, to look for ways to help and improve for the client rather than focusing entirely on finishing the jobs as quickly as possible. This leads on to cross selling our additional services as well.
• To work autonomously, meet our standards of accuracy and follow our systems on their own, in order to support the principle directors by taking on a client base of their own on and managing them on their own with minimal support.

  • • Sole Trader and Partnership Accounts
  • • Corporate Accounts and Corporation Tax Returns
  • • Business Taxation
  • • Personal Tax Returns
  • • Client base management and development
  • • New client set up work

Annual Salary from £23,000 to £32,000

  • Company pension plan
  • Health insurance
  • Life insurance
  • Company phone

Required Languages

English (Fluent)

Required Skills

Proven experience in an accountancy practice (Excellent , at least 5 years of experience)

Sole Trade/Partnership Full Accounts. (Excellent , at least 5 years of experience)

Corporate Accounts. (Excellent , at least 5 years of experience)

Business Tax Computations. (Excellent , at least 5 years of experience)

Personal Tax Returns general (Excellent , at least 5 years of experience)

Microsoft Office literate (Good , at least 5 years of experience)

Standard accountancy practice software (e.g. IRIS, Sage, Digita etc). (Good , at least 5 years of experience)

Required Qualifications

A Level

(Any Subject)

GCSE

(Any Subject)

Required Experience

Accounting industry, at least 5 years of experience.