An experienced Senior Client Manager is required to join a forward thinking, Chartered Accountancy Practice based in Coventry. This is a client facing Accounting role as you will be managing your own portfolio of clients. You will be working with a variety of clients from sole traders , partnerships and Ltd companies.

Senior Client Manager Overview:

As Portfolio Manager, you will be a qualified ACCA/ ACA qualified Chartered Accountant or Client Manager/Accounts Manager with 5 years minimum Practice experience, who is able to work efficiently within a small accounting team, you will need excellent attention to detail and be able to respond quickly to queries and think on your feet.

• Review the bookkeeping, management accounts, annual accounts and tax returns.
• Prepare the accounts report to be sent to the client upon completion of a job.
• Contact clients to agree timescales for receiving the information to complete accounts and tax returns.
• 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.
• Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.
• 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.

Senior Client Manager Requirements

• Minimum of 5 years’ experience in practice
• Client facing experience
• Accounts Senior experience – reviewing accounts
• ACA or ACCA qualified
• Strong communication skills
• Team player
• Passion to help your clients grow
• Experience converting prospective clients and promoting service
• Able to solely review compliance work, deal with sign offs, filings and queries

Senior Client Manager Remuneration

Salary of £50,000 – £55,000 dependant on skills and experience
On-going training and career development

To be considered for this opportunity please submit your CV to apply.