Accountant

CLIENT MANAGER (ACCOUNTS)

CORE RESPONSIBILITIES:

• Own a varied portfolio of clients, with day-to-day accountability for all services provided to them.
• Build and maintain strong client relationships in a responsive, professional manner, acting as the primary point of contact and ensuring technical, commercial and relationship issues are actioned.
• Keep accurate, up-to-date client records on the practice’s software systems, including key information, correspondence and relevant documentation.
• Plan and manage client workloads and deadlines, ensuring accounts, tax returns, VAT returns and other compliance work are completed accurately and on time.
• Prepare and/or review year-end statutory accounts for limited companies, partnerships, sole traders and other entities, using client records and bookkeeping information.
• Prepare and/or review corporation tax computations and returns alongside company accounts.
• Prepare and/or review personal tax computations and returns, including quarterly MTD returns where necessary, alongside accounts.
• Prepare and/or review bookkeeping, VAT returns, management accounts and reporting packs as appropriate to the client, ensuring outputs are accurate and suitable for presentation.
• Correspond with HMRC and other relevant authorities on behalf of clients, resolving routine queries and escalating more complex matters where required.
• Manage company secretarial (Co Sec) responsibilities, including preparing and filing Confirmation Statements and other Companies House filings, and maintaining accurate statutory company information and records.
• Be accountable for your portfolio’s work in progress, budgets, billing and debtor control, taking action where jobs or recoverability are not progressing as expected.
• Handle ad hoc client requirements needed to provide a complete service, including mortgage references, bank requests, forms and other third-party information requests.
• Maintain and apply up-to-date knowledge of relevant accounting standards, taxation and compliance requirements.
• Maintain strong IT and accounting software skills.
• Attend and actively participate in departmental and firmwide meetings.
• If not already qualified at this level, or qualified by experience, undertake structured study towards a professional qualification, as agreed with the firm.
• Where applicable, support and line manage junior team members allocated to you, in accordance with the firm’s separate people management guidance.
• Where applicable, allocate work to, train, support and review the work of junior team members, giving constructive feedback and ensuring work meets the required standard