Our client a forward thinking, independent accountancy practice is seeking an Accountant/Client Manager to join their growing team in Waterlooville.
The position will involve managing your own mixed portfolio of clients including Sole Traders, Partnerships and Limited Companies, dealing with accounts, tax, bookkeeping and VAT. You will also assist other areas of the business as and when required.
Key Duties:-
1. Prepare, send and submit accounts and tax returns for a mix of clients including Sole Traders, Partnerships and Limited Companies
2. Liaise with clients via phone, email and in person, attending meetings where necessary and dealing with any queries and chasing necessary documentation
3. Be involved with the onboarding of new clients, integrating them into your own portfolio
4. Assessing and advising clients on their tax position.
5. To optimise and plan the tax efficiency of clients
6. To review and advise clients on advisory level to include cashflow, budgets, pricing etc.
7. Complete, review and prepare bookkeeping, VAT returns and CIS where required
8. Deal with HMRC queries and resolving issues as and when required
9. Maintain electronic filing of books and records
10. Management of client administration and records
11. Manage and maintain professional development and learning and carry out relevant CPD required by your professional body
12. Attend network events when required
13. E...