Client Manager (Waterlooville)
Our client a forward thinking, independent accountancy practice is seeking a Client Manager to join their growing team in Waterlooville.The position will involve managing your own mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies, dealing with accounts, tax, bookkeeping and VAT. You will also assist other areas of the business as and when required.Key Duties:-Manage a mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies and prepare, send and submit accounts and tax returnsSupervise a small team of accountants, ensuring deadlines and client services are metLiaise with clients via phone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentationCheck and review accounting and taxation work produced by your team, providing constructive feedback and trainingSupport the Accountancy Managers with planning and and monitoring the performance of the accountancy team''s key performance measures e.g., weekly stats, timesheets etc.Be involved with the onboarding of new clients, integrating them into your own portfolioAssessing and advising clients on their tax position.To optimise and plan the tax efficiency of clientsTo review and advise clients on advisory level to include cashflow, budgets, pricing etc.Complete, review and prepare bookkeeping, VAT returns and CIS where requiredDeal with HMRC queries and resolving issues as and when requiredMaintain ..... full job details .....
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