Assistant Client Manager
- Recruiter
- Anonymous
- Location
- York
- Salary
- 18000.00 - 22000.00 GBP Annual
- Posted
- 27 Jun 2017
- Closes
- 25 Jul 2017
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Assistant Client Manager
If you are interested in working for an established, innovative and growing firm of accountants with an interesting and diverse range of clients across the UK, we would love to hear from you!
This companies' aim is to provide affordable, friendly and hassle-free accountancy services and advice to businesses in and around York and pride themselves on delivering a first class service.
As the Assistant Client Manager you will be assisting the Client Managers to prepare accounts, tax returns, VAT returns, payroll and bookkeeping; it is anticipated you would quickly learn the requirements of the job and with appropriate on-the-job training and training courses, progress toward Client Manager status.
Your general duties will include some of the following;
Assisting in the preparation of client year end accounts, tax returns (company and personal), VAT returns, CIS returns and payroll. Specific requirements include:
o Bank reconciliations,
o Bookkeeping and analysis of business records,
o Reconciliation of VAT, aged debtors / creditors,
o Contacting clients to request missing information,
*Dealing with general day to day correspondence concerning client affairs including third parties such as HMRC, Companies House, banks, IP's.
Ensuring all verbal or written help and advice provided to a client is recorded in the businesses CRM systems and highlighted to the Client Manager responsible where appropriate.
*Supporting client managers in requesting records, and further information.
Offering help and advice on accounting systems and software packages such as Xero. To ensure Xero certification is current and up to date.
Preparing client notes and updating of business planning tools, CRM's and trackers
*Providing Management with progress reports and attending regular WIP meetings to ensure Senior Management is kept updated of any client issues, problems, changes or opportunities.
The successful applicant will ideally be qualified up to AAT level 3 as a minimum and you will have had exposure to management accounts, VAT and of taking a set of accounts up to trial balance within a commercial environment; this position will suit an individual keen to start and progress a career within a successful practice.
This company offers a beautiful office location, a friendly and warm team environment, free parking and the opportunity to eventually work closely with your own portfolio of clients
If you are interested in working for an established, innovative and growing firm of accountants with an interesting and diverse range of clients across the UK, we would love to hear from you!
This companies' aim is to provide affordable, friendly and hassle-free accountancy services and advice to businesses in and around York and pride themselves on delivering a first class service.
As the Assistant Client Manager you will be assisting the Client Managers to prepare accounts, tax returns, VAT returns, payroll and bookkeeping; it is anticipated you would quickly learn the requirements of the job and with appropriate on-the-job training and training courses, progress toward Client Manager status.
Your general duties will include some of the following;
Assisting in the preparation of client year end accounts, tax returns (company and personal), VAT returns, CIS returns and payroll. Specific requirements include:
o Bank reconciliations,
o Bookkeeping and analysis of business records,
o Reconciliation of VAT, aged debtors / creditors,
o Contacting clients to request missing information,
*Dealing with general day to day correspondence concerning client affairs including third parties such as HMRC, Companies House, banks, IP's.
Ensuring all verbal or written help and advice provided to a client is recorded in the businesses CRM systems and highlighted to the Client Manager responsible where appropriate.
*Supporting client managers in requesting records, and further information.
Offering help and advice on accounting systems and software packages such as Xero. To ensure Xero certification is current and up to date.
Preparing client notes and updating of business planning tools, CRM's and trackers
*Providing Management with progress reports and attending regular WIP meetings to ensure Senior Management is kept updated of any client issues, problems, changes or opportunities.
The successful applicant will ideally be qualified up to AAT level 3 as a minimum and you will have had exposure to management accounts, VAT and of taking a set of accounts up to trial balance within a commercial environment; this position will suit an individual keen to start and progress a career within a successful practice.
This company offers a beautiful office location, a friendly and warm team environment, free parking and the opportunity to eventually work closely with your own portfolio of clients