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Client Manager - Epsom, United Kingdom - Pro Talent

Pro Talent

Verified Company

Epsom, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A successful, small and friendly accountancy firm based in the centre of Epsom who currently have 15 members of staff with a diverse client portfolio.

The firm cover all aspects of accountancy including accounts, audit, tax, payroll and bookkeeping.

Mostof their clients fit within the owner managed business space across a range of industries, including investment property, construction, professional services, retail and hospitality and various others.

Currently, we are looking for a full time Qualified ACA or ACCA Accountant to join their team.

The Role:
As a Qualified Chartered/Certified Accountant you will have your own portfolio of clients.

The client portfolio ranges from relatively straight-forward personal tax returns to medium-sized companies, with the vast majority based around London and South East.

This means that you will regularly be the clients first port of call for professional advice, meaning that there is a wide range of demands placed on the role.

You will be responsible for managing your portfolio of clients, and the wide range of work thatgoes within that.

A typical week might start by preparing a set of quarterly management accounts.

You then move onto a set of year-end accounts, which would include preparing the corporation tax returns and any personal tax planning, and passing the file to the Partner -including preparing all the handouts ready for the client meeting (which you'd normally be involved with).

To finish the week, you might then have some forecasts or business models for a client looking to grow to assist with their resource planning.

And ofcourse, there would usually be some VAT returns that need to be prepared and the ad-hoc advice required for clients using a cloud-based accounting package, like Xero.

And this is just a snapshot of a week - no two weeks are the same

Equally the role allows for those working at a smaller Practice to grow and develop their skills within a quality client portfolio.

The Person:

We are looking for someone who has qualified in Practice and understands the needs of a General Practice accountancy firm
Qualified ACA or ACCA
Confident with dealing with clients and other staff
A detailed understanding Cloud based accounting packages, and how the industry is changing (ideally Xero, Quickbooks, Kashflow).
Proficient with Microsoft Excel, Word and Outlook.
Able to deal with multiple deadlines and tight targets
Full UK Driving Licence

The Responsibilities:

Work succinctly across a range of clients
Preparing accounts for clients, including preparation of corporation tax returns and personal tax returns where appropriate
Bookkeeping for clients, including the use of cloudbased software. For example, Xero and Kashflow.
Preparing management accounts and other reporting documents required by ownermanaged businesses to assist with their daytoday running of the company.
Personal and corporation tax planning, to the level expected of a qualified accountant.
Any other ad hoc business advisory services when necessary
Work closely with other members of the team to develop your skills further

The Benefits: