Client Manager

Potters Bar
30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum
01 Sep 2017
27 Sep 2017
Contract Type
Full Time
An exciting opportunity has arisen for an experienced Client Manager to join our accountancy practice based in Potters Bar.

About Our Client

This SME, two-partner accountancy practice is based within Potters Bar and pride themselves on having a friendly, family-orientated team who strive for an excellent working relationship with each and every one of their clients. Ideally, the Client Manager will mirror these views.

Roles and Responsibilities for the Client Manager (accountancy practice)

* Plan the workload for the accounts team using the team planner.
* Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients.
* Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
* Review records as they come into the office for completeness prior to starting or assigning the work.
* Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement)
* Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
* 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.
* Preparation of personal tax computations and self-assessment tax returns.
* Preparation of statutory accounts using the IRIS system
* Ensuring all disclosures are correctly included in the statutory accounts prepared.
* Preparation of management accounts and liaising with clients.
* Ensure that we are providing all clients with the best possible service and meeting their expectations always.
* Deal with HMRC enquiries
* Provide necessary support and training to all other team members as required to help them to develop their skills.
* Keeping up to date with relevant legislation and accounting standards
* Systems development and documentation and review of existing system on a regular basis
* Supervising the preparation of Management Accounts
* 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
* Attending and running client Board view meetings
* Generating new business
* Promoting the Added Value Services to existing and new clients
* Training and mentoring

The ideal candidate for the role of Client Manager (accountancy practice)

This is a superb opportunity in Potters Bar is for a driven, ambitious and high caliber accountant wishing to join at management level. Ideally you will be qualified or part qualified and studying to achieve your full qualification. Knowledge of Iris, Sage, Excel and word processing skills is required.

What's on Offer?

GBP30,000- GBP40,000, depending upon experience.

Aston Tate refer a friend scheme (Client Manager - accountancy practice)

Do you know a Client Manager based in Potters Bar or someone who may be suitable for this role? Should you introduce a candidate to Aston Tate who we subsequently place, we will send you a GBP500 retail gift voucher