Lloyd Recruitment Services are delighted to be working on behalf of a respected firm of chartered certified accountants who are looking to appoint a Client Manager on a full-time, permanent basis.
The Role
Our client is a well-established specialist accountancy firm, renowned for their expertise and diverse client base. They are seeking an experienced Client Manager to oversee a portfolio comprising self-employed individuals, companies, partnerships and personal tax clients. Experience with Trusts would be advantageous but is not essential.
Key Responsibilities
Managing a portfolio of clients, frequently acting as the sole point of contact
Preparing accounts for sole traders and companies
Completing self-assessment tax returns
Preparing partnership and company tax returns
Delivering excellent client service and support
Utilising accounting software such as CCH, Sage and Xero (knowledge preferred but not essential)About You
Qualified ICAEW or ACCA preferred; QBE considered for the right candidate
7-10 years' experience within general practice essential
Able to manage your own portfolio confidently and independently
Professional, approachable and comfortable in a client-facing environment
Based within a reasonable commuting distance of East GrinsteadBenefits
Pension scheme
Private medical insurance
Life assurance
Comprehensive CPD support and professional development opportunities
Bonus scheme
Hybrid working: 1-2 days per week in the office following an initial training period
Flexible working hours between 8:00am and 6:00pmThis role provides a fantastic chance to join a progressive firm committed to career growth, work-life balance, and continuous professional development.
Extra Information:
Refer a friend and earn up to £500 (see website for details).
Due to high application volumes, only shortlisted candidates will be contacted. If you don't hear from us within 5 days, please assume you have not been successful.
By applying, you accept Lloyd Recruitment Services' Privacy and GDPR Policy (see website).Lloyd Recruitment Services acts as an employment agency for this vacancy and is an equal opportunity employer
Salary description
£45000.00 - £60000.00 per year