JOB TITLE: Client Manager (Client Portfolio Manager)
ROLE TYPE: Permanent, Full Time (Office Based)
LOCATION: Hertfordshire
HOURS/DAYS (per week): 9am - 5pm, Monday to Friday, 1 hour lunch, office based
SALARY RANGE: £40,000 to £60,000 per annum (depending on experience)
NOTICE & PROBATION PERIODS: TBC
BENEFITS/BONUSES/HOLIDAYS: 20 days annual leave plus bank holidays, 1 day for birthday, 2 days guaranteed over Christmas (potentially 3), half day bonus day for each month targets are achieved. On-site parking.
COMPANY CULTURE & SUMMARY: A proactive small-to-medium size firm of Chartered Accountants, who're very client-orientated with a good work-life balance. Due to their structure and swift systems/processes in place, employees are not expected to work past 5pm most of the time. All their staff are long-serving employees, which is due to their loyalty but also the Practice's fantastic people-focused work culture and environment. They're looking for a Client Portfolio Manager to join their supportive team.
JOB ROLES/RESPONSIBILITIES (include but not limited to): - 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
ANY SPECIFIC TRAINING/QUALIFICATIONS/EXPERIENCE REQUIRED: - Ideally you will be qualified or part qualified (ACA or ACCA) and studying to achieve your full qualification. - Knowledge of Iris, Sage, Excel and word processing skills is required. - Previous Practice Experience - Must have Full UK Right to Work (No Sponsorships will be provided)
INTERVIEW/START DATES: Interviews ASAP, start date will most likely be New Year (Jan 2025)