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Client Manager

Job Description

We are seeking a Client Manager to join an independent and well-established accountancy firm based in Devon. The firm have enjoyed recent business growth and are looking for someone to join their super friendly team! You will have the opportunity to earn a basic salary of £28,000-£35,000 per annum.


THE ROLE
The successful applicant will be looking for longevity of service to enable consistency of contact for clients. For this role experience in an accountancy practice is vital, actual qualifications are a benefit.

THE COMPANY
Our client is an independent and well-established firm of accountants who have a wealth of experience in all areas of accountancy and taxation. They are a forward-thinking Practice with a relaxed culture and believe that a proactive approach to tax and business development is essential when dealing with small and medium sized owner operated businesses.


TYPICAL DAILY JOB DUTIES - WHAT WILL YOU BE RESPONSIBLE FOR?

  • Sole Trader and Partnership Accounts
  • Corporate Accounts and Corporation Tax Returns
  • Business Taxation
  • Basic Personal Tax Returns,
  • Bookkeeping and VAT
  • 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.


PERSON SPECIFICATION

  • Proven minimum of 3 years' experience in an accountancy practice
  • Sole Trade/Partnership Full Accounts
  • Corporate Accounts
  • Business Tax Computations
  • Corporation Tax Returns
  • Personal Tax Returns general
  • Client base portfolio management
  • Microsoft Office literate (Word and Excel will be heavily used)
  • Bookkeeping software (ideally Sage Line 50, Sage Cloud, Xero, Quickbooks)
  • Standard accountancy practice software (e.g. IRIS, Sage, Digita etc)
  • Previously worked in an accountancy practice.
  • Ability to communicate with clients clearly and professionally: -
    • On the telephone
    • Letter writing
    • Emails
  • Ability to work autonomously, prioritise workload and manage deadlines.
  • Personable - will have client contact.
  • Sociable.
  • Organised - We strive for consistency and control to give a professional and proactive service
  • Guide part qualified ACCA/ACA/CIOT - DESIRABLE
  • AAT/ATT - DESIRABLE

SALARY

£28,000 - £35,000


HOURS
February to December: 37 hours per week as follows:

Monday - Thursday 8.30 am - 5.00 pm (30-minute lunch break)
Friday 8.30 am - 1.30 pm (no lunch break)

For the month of January: 40 hours per week as follows:

Monday - Friday 8.30 am - 5.00 pm (30 minute lunch break)


***PLEASE ONLY APPLY IF YOU MATCH THE PERSON SPECIFICATION ABOVE ***

PACKAGE AND BENEFITS

  • 20 working days per annum Holiday entitlement
  • Payment of Subscriptions to Professional Bodies
  • Group Private Medical Cover Policy - non-contributory by you.
  • Group Income Protection Policy - non-contributory by you.
  • Death in Service (Life Cover) - non-contributory by you.
  • Parking permit for all Torbay car parks.
  • Commission of 25% of the first year's annual recurring fee chargeable to any clients you introduce to the practice.
  • Commission on introduction of suitable employees. £750 non senior roles and £1,500 for senior roles.
  • Flexi Time (with 1.30pm finish on Fridays as part of standard hours)
  • Two Duvet Fridays per holiday year.
  • Casual wear every day.
  • Free snacks and fruit bowl provided.
  • Open culture to include regular staff meetings, including involving staff in practice development and achievement of goals.
  • Social Committee and events with a social fund provided by the Practice.
  • Christmas closure period 24 Dec to 1 Jan, all working days given as extra holiday.
  • Holiday entitlement increases with length of service.



If you would like to know more about this role, please contact Temoor on 07483308306.

***If you have not received a response within 48 hours, unfortunately your CV has not been selected on this occasion***

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