Client Manager
Farnham, Surrey
£40,000+

An exciting opportunity has arisen for an experienced Client Manager to join a well established SME practice in Farnham, Surrey.

This is a superb opportunity to get become part of a growing team as they start to expand and increase their client portfolio. This position will offer excellent opportunity to progress and varied portfolio of client work. Ideally you will be qualified or part qualified and studying to achieve your full qualification.

As part of an enthusiastic team, you will need to be self-motivated with an outgoing personality, able to work in a fast moving environment to tight deadlines, as well as a good communicator both internally with Senior Management, and external clients.

Key Responsibilities -
Plan the workload for the accounts team using the team planner.
Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients.
Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
Review records as they come into the office for completeness prior to starting or assigning the work.
Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement)
Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.
Prepare the accounts report to be sent to the client upon completion of a job.
Complete job control sheets and clear down the WIP for the job prior to obtaining approval.
Provide the admin team with all the necessary information to enable them to prepare the letters etc that need to be sent to clients with their accounts.
Review letters and information prior to sending to clients to ensure sending the correct and consistent message.
Be the main point of contact for clients within the portfolio.
Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.
Preparation of personal tax computations and self-assessment tax returns.
Preparation of statutory accounts using the IRIS system
Ensuring all disclosures are correctly included in the statutory accounts prepared.
Preparation of management accounts and liaising with clients.
Ensure that we are providing all clients with the best possible service and meeting their expectations always.
Deal with HMRC enquiries
Provide necessary support and training to all other team members as required to help them to develop their skills.
Keeping up to date with relevant legislation and accounting standards
Systems development and documentation and review of existing system on a regular basis
Supervising the preparation of Management Accounts
Tailoring the Management Accounts templates to meet individual client needs
Preparation of budgets and forecasts on behalf of clients
Preparation of Tax Credit claims and dealing with HMRC queries on behalf of clients
Attending and running client Board view meetings
Generating new business
Promoting the Added Value Services to existing and new clients
Training and mentoring

Person Requirements -
ACA or ACCA studier, either part qualified upwards.
At least 3+ years’ experience working in a similar public practice accountancy firm.
Track record of supervising/managing junior staff members to include reviewing work
Proficient in the use of accounting software programmes such as IRIS, Xero, Sage

The role is advertised by Melissa Mallison of Butler Rose public practice -
Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.