Client Manager in Plymouth - CV-Library

Client Manager in Plymouth - CV-Library

Client Manager in Plymouth - CV-Library

Job Overview

Location
Plymouth, England
Job Type
Full Time
Salary
£40,000 - £50,000 Per Year
Date Posted
18 days ago

Additional Details

Job ID
99677648
Job Views
9

Job Description

Are you an accounting professional & are you experienced within practice?
 
Our client, a successful Accountancy Practice in central Plymouth is seeking a dynamic and experienced Client Manager to provide a high standard of service to their clients.
 
As the successful Client Manager, you will be preparing business accounts and ensuring that all statutory requirements and deadlines are met.
 
Job details of the Client Manager:

£40,000 - £50,000 depending on experience
Monday – Friday 37.5 hours per week
Hybrid working available but office based preferred
25 days holiday plus 8 bank holidays
4% pension contribution 
With more than 100 years of history between their offices in Plymouth and Tavistock, they continue to diligently serve businesses in Devon, Cornwall and beyond.

What knowledge and experience are needed?

Previous audit experience essential
Qualified by exams or experience
Excellent communication skills, both written and verbal
Experienced in dealing with clients in person
IT skills; with working knowledge of Windows applications i.e, Word, Excel, Outlook, and Xero
Be able to guide and train junior members of staff 
Key Responsibilities of the Client Manager

To prepare/review financial statements for client businesses
Audit of financial statements for client businesses, to include visits to client sites
To prepare tax computations and tax returns for client businesses and individuals as required
Maintaining a client portfolio, including quoting, fee and statutory deadline management
Serving as clients primary contact, to deal with telephone calls and other correspondence from clients and HMRC in respect of your designated clients
Managing appointments with clients for pre and post year end meetings
Training and supporting junior members of staff
Management of the accounts production workflow, as part of the office management team.
Work with other departments and professionals such as tax specialists, to provide a comprehensive client service
To partake in office management meetings as required 
Additional Responsibilities may include any of the following:

Tax return reviews, including personal tax, Corporation Tax and VAT
Registration for taxes including VAT, PAYE and CIS
Advising clients on matters relating to VAT, PAYE and CIS
Review of payroll and CIS work for selected clients, or when required for staff absence cover.
Handling HMRC investigations
Advising clients on suitable on share structures and remuneration packages
Preparing management accounts, cashflows and forecasts
Accountant’s references for mortgage/loan applications, insurance, or other purposes
Preparing reconstituted accounts for clients to present to potential purchasers of their businesses
Advising clients on bookkeeping methods and improvements to existing methods
Correspondence by letter, telephone, and email with other agencies such as banks, insurance companies, other firms of accountants, solicitors relating to client’s business and/or personal affairs
Attending training courses relevant to your role and maintaining training records which are adequate for complying with your qualifications CPD rules.
Attending various marketing and networking events
Preparing and filing various statutory forms on behalf of client businesses as necessary
Offering suitable tax saving and/or business improvement ideas 
If this sounds like you, please apply with your CV in word format today. Please contact Emma Hutchings at the Pertemps Plymouth office for more information

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