Assistant Client Services Manager - Wimborne, United Kingdom - Reed Accountancy

Reed Accountancy
Reed Accountancy
Verified Company
Wimborne, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

REED are recruiting an Assistant Client Services Manager for a well known and established Accountancy Practice to be part of the Business Advisory Services team.

This is an excellent opportunity to join a professional services firm, supporting the ClientServices Managers and carrying your own small portfolio.


Assistant Client Services Manager (reporting into the Client Services Manager)

Salary - £30,000 per annum

Full Time - Hybrid (3 days office, 2 WFH

Duties:


  • Responsibility for a small portfolio of clients as designated by the Director with the support
  • Prepare proposals for BAS client's in accordance with company and regulatory procedures
  • Have a thorough understanding of workflow throughout the BAS Division
  • Have a thorough knowledge of all software platforms used by the BAS Division
  • Provide training and support to other Assistant Client Service Managers and Administrators
  • Call in books and records in accordance with workflow timescales and maintain database of records held
  • Issue invoices through invoicing system and update the work planner
  • Maintenance of client details on current databases
  • Creation and completion of tasks and jobs as appropriate
  • Scan and upload client records to portal
  • Ensure that all client accounting information is booked in and allocated to the relevant CSM
  • Ensure that year end accounts are sent to the outsourcing resource, monitoring progress and queries, and allocation to CSMs for timely review
  • Deliver year end accounts for client review and approval, and submission to HMRC
  • Scan completed manual files
  • Meet and greet clients and visitors in reception
  • Answer external telephone calls.
  • Run clients payrolls
  • Undertake bookkeeping for clients, along with requesting information and filing VAT Returns
  • Prepare small sole trader and partnership accounts and associated personal tax returns

BENEFITS:


  • Hybrid working (after 3 month probationary period), Competitive salary
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