Client Manager

Streamline Search; Torquay; On-site; GBP 60,000 - 80,000

Job description

Client Manager Required. Our client is a leading firm of Chartered Tax Advisors, Accountants, and Business Consultants. Due to ongoing success and profitable business growth, they are seeking experienced candidates to join a dynamic and expanding team.

We are looking for an organised and conscientious individual to join as a Client Manager. This is a fantastic opportunity for someone with experience working within an accountancy practice, offering the chance to be part of a supportive and long-term focused team. Our client values stability and consistency of client contact, and are seeking a candidate who will grow with the business over the long term.

Benefits:

• Salary: £45,000 - £60,000 (dependent on experience)
• Working Hours: Monday - Thursday: 8:30 am - 5:00 pm (30-minute lunch break) Friday: 8:30 am - 1:30 pm (no lunch break)
• Flexi-time: Staff can work between 8:00 am and 6:00 pm, with the flexibility to adjust hours to meet personal needs (subject to guidelines in the Staff Handbook).
• Pension: Group Personal Pension Plan, with contributions starting after three months. The practice contributes 4% of your salary, with an employee contribution of 4%. Optional Salary Sacrifice for Employee Pension Contributions is available.
• Professional Subscriptions: Paid by the company.
• Private Medical Cover: Group Private Medical Cover (non-contributory).
• Private Medical Cash Back Schemes: Covers Optical (glasses/contacts), Dental, Health Checks, and more.
• Income Protection: Group Income Protection Policy (non-contributory).
• Life Cover: Death in Service (Life Cover) (non-contributory).
• Parking: Free parking at the Newton Abbot office.
• Commission:
• 15% commission on introducing suitable clients (first-year)
• 10% commission on introducing suitable clients (second-year)
• £1,500 commission for introducing non-senior employees and £3,000 for senior roles.
• Additional Benefits:
• Two Duvet Fridays per holiday year
• Casual Wear every day
• Free Snacks & Fruit Bowl provided
• Open Culture with regular staff meetings to involve employees in practice development
• Social Committee with events funded by the practice
• Holiday Entitlement: 20 days paid holiday + statutory bank holidays. Holiday entitlement increases with length of service.
• Christmas Closure Period (24 Dec to 1 Jan): All working days in this period given as extra holiday.

Key Responsibilities:

• Sole Trader and Partnership Accounts: Prepare accounts for sole traders and partnerships, ensuring accuracy and compliance.
• Corporate Accounts and Corporation Tax Returns: Manage corporate accounts and tax returns, ensuring adherence to all regulations.
• Business Taxation: Provide advice on business taxation, helping clients optimise their tax positions.
• Personal Tax Returns: Prepare basic personal tax returns for individuals and offer professional guidance where needed.
• Bookkeeping and VAT: Handle bookkeeping and VAT returns, ensuring all reports are accurate and submitted on time.

Key Skills and Experience:

• Proven experience working within an accountancy practice, particularly in preparing accounts, tax returns, and providing business taxation advice.
• A strong understanding of VAT, corporate and business taxation, and personal tax returns.
• Excellent organisational skills and the ability to effectively manage multiple tasks.
• Strong communication skills with the ability to confidently advise clients.
• High attention to detail, with the ability to work autonomously while adhering to the Practice's systems and standards.
• Practical experience in an accountancy practice is essential.
• Formal accounting qualifications (e.g., ACA, ACCA, AAT) are beneficial but not required.