Client Manager

Job Description

An exciting opportunity has arisen for an experienced Client Manager to join a well established SME practice in Waterlooville.

This is a superb opportunity to get become part of a growing team as they start to expand and increase their client portfolio. This position will offer excellent opportunity to progress and varied portfolio of client work. Ideally you will be qualified or part qualified and studying to achieve your full qualification.
As part of an enthusiastic team, you will need to be self-motivated with an outgoing personality, able to work in a fast moving environment to tight deadlines, as well as a good communicator both internally with Senior Management, and external clients.
Key duties:
* Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
* Prepare statutory and management accounts for a varied portfolio of clients using Iris.
* Preparing annual and quarterly VAT and CIS returns and corporation tax.
* Complete general bookkeeping for all clients.
* Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.
* Prepare the accounts report to be sent to the client upon completion of a job.
* Complete job control sheets and clear down the WIP for the job prior to obtaining approval.
* Provide the admin team with all the necessary information to enable them to prepare the letters etc that need to be sent to clients with their accounts.
* Review letters and information prior to sending to clients to ensure sending the correct and consistent message.
* Be the main point of contact for clients within the portfolio.
* Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
* Ensuring all disclosures are correctly included in the statutory accounts prepared.
* Deal with HMRC enquiries
* Keeping up to date with relevant legislation and accounting standards
* Tailoring the Management Accounts templates to meet individual client needs
* Preparation of budgets and forecasts on behalf of clients
* Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients

Person Requirements -

* ACA or ACCA studier, or AAT qualified
* At least 3+ years' experience working in a similar accountancy practice.
* Experience preparing statutory accounts for a variety of clients, preparing VAT returns and completing corporation tax.
* Experience managing a portfolio of varied clients, either within a team or independently.
* Excellent communication skills to liaise with team members and clients.
* Proficient in the use of accounting software programmes such as IRIS, Xero, Sage

The role is advertised by Fay Jones of Butler Rose public practice - f.jones@butlerrose.com

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.