Si Recruitment
Client Manager Accountancy Practice
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Role Overview
A Chartered Accountancy Practice in the Durham area is recruiting for a Client Manager to provide accountancy services and support to their clients. This will entail (with support), client bookkeeping, VAT return preparation, and preparation of sole trader, partnership and Ltd company accounts and tax returns.
General Duties
- Main point of contact with clients, assisting clients with their accounting and tax affairs
- General correspondence concerning client affairs including third parties such as HMRC, Companies House, banks, IPs.
- Preparation of clients VAT returns including bookkeeping with help from outworkers and assistant client managers.
- Preparation of sole trader, partnership and Ltd company accounts from raw records or Accounting software
- Completion of client tax returns
- To ensure all verbal or written help and advice provided to a client is recorded in the businesses CRM systems
- To support senior client managers in responding to clients queries.
- Offer clients help and advice on accounting systems and software packages such as Xero. To ensure Xero certification is current and up to date (training will be provided).
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Requirements
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- AAT Qualified
- IT Literate, Xero experience would be highly desirable
- 5+ Accountancy Practice experience
- Local to the area
- Excellent communication skills
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