Client Manager
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Job Type | Permanent Full Time |
Location | Edenbridge |
Area | Kent, UK |
Sector | Accounting & Finance |
Salary | £35K - £65K DOE plus excellent company benefits |
Start Date | |
Advertiser | Nicola Francis |
Telephone | 01342 325 316 |
Job Ref | NF11281 |
- Description
- Lloyd Recruitment Services are working with an Accountancy practice in Edenbridge who are looking to recruit a Client Manager on a fulltime permanent basis.
Main Role
Accounts/Audit
Plan, carry out and assist with the preparation and completion of accounts/audits at client’s premises or at our offices for director or managerial review
Amendment and updating of file following director or manager review Completion of periodic and statutory accounts
Completion of accounts/audit preparation programmes
Completion of money laundering documentation
Ensure correct disclosures in accordance with Companies Acts
Ensure work is carried out promptly and efficiently within budgets and deadlines
Prepare Financial Reporting Review and Benchmarking reports
Identify possible improvements to client systems
Prioritise work – and identify work shortfall or overload periods and advise the Director/Manager at earliest opportunity
Contact at appropriate level with clients and their staff
Assisting the Director/Manager in the planning and completion of accounts and audit work
Identify opportunities to sell other products or services – to be discussed with the client director and not the client
Identify situations where new systems can be created to simplify and facilitate working practices
Business/personal tax
Prepare business tax computations (corporate and non-corporate)
Identify disallowable expenditure
Prepare P11D’s
Assist/prepare draft personal tax computations or returns
Main Responsibilities
To act in a professional manner at all times to both clients and other team members
To produce information for clients or other team members in a timely and efficient manner and within the deadlines set for you by either clients, HMRC, or the Firm
To advise your line manager of any important client issues/problems as soon as possible (including any money laundering suspicions which must be reported direct to (MLRO) or if not available (deputy MLRO)
To adhere to any budgets or time deadlines that you have been given, and work the hours required to complete the work within those deadlines
To ensure that your immediate working environment is kept tidy
To ensure that relevant team members are advised of messages left for them as soon as possible
Put client information/records away when not using them to ensure confidentiality
Not to discuss client affairs outside of the office to ensure client confidentiality Investigation of any matters that need further confirmation by yourself, the directors or a client. This may involve contacting HMRC or other relevant organisations
Advising the relevant director of any problems so that they can discuss this with the client if necessary and can respond to any contact from the client on a particular issue
Other
Ad hoc assignments assisting directors/managers with consultancy and other work as required
General administration work as and when required
Computer skills
The following will be the main packages that you will come across and need to be able to use: Iris, Excel, Sage 50 accounts, Word
Additionally there will be some use of QuickBooks, KashFlow or Xero and other packages as appropriate
Previous practice experience is essential for this role
Salary £30,000 - £65,000 DOE plus excellent company benefits
Due to the high volume of applications; Lloyd Recruitment Services can only contact shortlisted candidates