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Semi Senior Client Manager - Top 25 firm

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Sam Dougall

AJ Chambers is working with a Top 25 accountancy practice based in London who are looking for a Semi Senior Client Manager to join their growing team.

You will be responsible for your own portfolio of clients and will advise them on a variety of matters, from their accounts to personal tax. This would suit a Part Qualified accountant looking to take the step up into a more senior position. You would be involved in managing the firms’ larger clients, conducting client meetings (both new business and existing clients), contributing to management decisions/suggestions/provision of information and undertaking a variety of work for limited companies and individuals.

What will you be going?

  • Responsible for your own portfolio of clients
  • Conducting meeting with new clients and having the ability to ‘sell’ our services and convey our brand
  • Conducting face to face meetings with clients to discuss their accounts and any related queries
  • Dealing with ad-hoc queries by email and phone in a clear and timely manner
  • Provide ad-hoc tax advice to clients
  • Preparation of limited company accounts, corporation tax returns and computations. Reviewing/finalising
  • financial statements for presentation to the client, with no further management review
  • Preparation/review of VAT returns
  • Preparation/review of self-assessment tax returns
  • Confident in the use of a variety of cloud-based bookkeeping/accounting systems
  • Ad hoc duties as required
  • Be confident in supervision and review of junior/outsourced work
  • Be confident in being involved with management decisions

What is required of you?

  • Ability to develop excellent client and colleague relationships
  • Studying towards ACCA / ACA
  • Technically competent in VAT, personal and corporate tax
  • Experience gained within a professional services environment
  • Organisation skills that will enable you to prioritise work and work efficiently in order to meet target dates and filing deadlines
  • Strong IT skills – although training will be given on our in-house Accounts Production and Tax software a working knowledge of TaxCalc/Xero/QuickBooks would be an advantage.
  • Excellent all-round communication skills
  • Drive and ambition to deliver excellent client service.

What’s in it for you?

  • Excellent training and development
  • Regular CPD
  • Full study support
  • Hybrid working & Flexible working hours

If you are interested in this position or would like to find out more, please apply with your CV or contact Samuel Dougall at AJ Chambers.

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