Job title: Client Manager
Salary: Up to £50k
Location: Remote working offered
My client is looking for a Client Manager who has strong Practice Experience with a strong understanding of the business cycle. Previous experience working with Xero is required. They are a really lovely company who do offer fully remote, but still hold a very sociable, collaborative and welcoming environment. They do have an office so if you would prefer to go in, you can.
Duties/ Qualifications
- Managing a portfolio of clients, providing proactive tax and accounting advice
- Conduct a 'welcome call' with new clients and complete a risk assessment upon client sign-up and annual AML risk assessment
- Reviewing work (accounts, Corp tax, VAT and SATRs)
- Experience reviewing work - Periodically review bookkeeping and collaborate with the bookkeeper to ensure accuracy.
- Conduct quarterly business review meetings with relevant clients and hold an Annual Accounts Review (AAR)
- Monitor the time spent by the team on each client and ensure invoicing aligns with the client's revenue and time spent.
- Provide clear, practical Tax solutions to clients
- Liaise with HM Revenue & Customs (HMRC) on behalf of clients, handling inquiries and resolving tax-related issues.
- Stay updated on changes in UK tax legislation and communicate implications to clients and the team
- ACA/ ACCA Qualified or part qualified
Attributes
- Previous experience in a Practice role
- Confident liaising with clients
- Team player
#J-18808-Ljbffr