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)
