Client Manager

Are you a Client Manager or Senior Accountant looking to take the next big step in your career? We may have the perfect opportunity for you in Middlesbrough.

Requirements:

• 5+ years’ experience at Senior Accountant level
• ACA/ACCA qualification
• Proven record for managing clients and staff
• Right to Work in the UK

Duties:

• Reporting directly to and working closely with the partners to manage a portfolio of clients ensuring that all deadlines are met, the work is carried out within budget and the job is completed efficiently.
• First point of contact for clients along with Partners.
• New Client form completed and saved in X/C&S-Admin and Practice/New client ID & Forms
• ID scan passport/driving licence and utility and save in the same folder until Admin complete and move to client folder.
• Oversee engagement and advise Admin for clearance letter to previous accountants
• 64-8 completion and issue to Admin to send.
• Follow up accountants’ clearance, chase for missing information and ensure distribution to info@, save in client info and ID file
• Client Work in Progress
• Oversee staff chasing clients’ documents for VAT, accounts and Tax.
• Co-ordinating WIP for accounts/VAT team and distribute work to the staff. Brief the staff completing the task ensuring time, notes on the file from previous years and any other points are discussed.   Offer guidance on processing through to completion.
• Client reviews. Review work completed by VAT, accounts and tax – update the Managers Notes for review back to staff ensuring the tasks have been completed in a timely manor and pass completed accounts through to Partners.
• Completion of accounts – Oversee the completion of the accounts, uploaded to HMRC, Co. House and issue annual fee, company secretarial and letter to the client for signature along with bounds.
• Client meetings: Arrange client meetings to discuss accounts and other business periodically as required.  Add Partner to meeting who will decide if they want to attend.
• Supervise the follow up of client signatures through Admin.
• Client Fees – Annual reviews of fees for all department and assist with credit control when required.
• Payroll department: coordinate with payroll for Directors annual salary and other payroll issues that may arise.
• Billing – oversee VAT and Accounts billing and monitor WIP for write offs and productivity.
• Other tasks you may be involved in: –
• P11d
• Doctors Superannuation
• Audit
• Probate
• Trust
• Tax investigations, due diligence, mortgage/loan applications
• Training and mentoring of staff including annual appraisals.
• Recruitment: assisting in interviews and recruitment of staff.
• Firm Procedures: review and implement changes to procedures relevant to your department

Join this dynamic team and make a real impact! Apply today to take the next step in your accounting career. Should you meet the minimum requirements for this position, you can forward your comprehensive CV to finance.careers@mspstaffing.co.uk . Alternatively, you can contact the team on 020 3814 7885 (UK).

For more finance jobs, visit our website on www.mspstaffing.co.uk

Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.