Client Portfolio Manager

Job Description

An exciting opportunity has arisen for an experienced Client Manager to join our clients firm based in Slough. This is a superb opportunity for a driven, ambitious and high calibre accountant wishing to join at management level. Ideally you will be qualifiedor part qualified and studying to achieve your full qualification. Knowledge of Iris, Sage, Excel and word processing skills is required.As part of an enthusiastic team, you will need to be self-motivated with an outgoing personality, able to work in a fast moving environment to tight deadlines, as well as a good communicator both internally with Senior Management, and external clients.Key Responsibilities -Plan the workload for the accounts team using the team planner.Liaising with the Office Manager regarding workflow and deadlines for jobs and billing clients.Contact clients to agree timescales for receiving the information to complete accounts and tax returns.Review records as they come into the office for completeness prior to starting or assigning the work.Agreeing fees with clients in advance of commencing work for clients not on an FPA (Fixed Price Agreement)Preparing larger jobs from SAGE and/or manual records and posting to IRIS, right through to business tax computations.Review the bookkeeping, management accounts, annual accounts and tax returns to make sure they are as accurate as possible based upon the information provided by the client, including all notes.Prepare the accounts report to be sent to the client upon completion of a job.Complete job control sheets and clear down the WIP for the job prior to obtaining approval.Provide the admin team with all the necessary information to enable them to prepare the letters etc that need to be sent to clients with their accounts.Review letters and information prior to sending to clients to ensure sending the correct and consistent message.Be the main point of contact for clients within the portfolio.Preparing the IRIS accounting records for new clients using opening trial balances, tax computations and other salient information received from previous accountants.Preparation of personal tax computations and self-assessment tax returns.Preparation of statutory accounts using the IRIS systemEnsuring all disclosures are correctly included in the statutory accounts prepared.Preparation of management accounts and liaising with clients.Ensure that we are providing all clients with the best possible service and meeting their expectations always.Deal with HMRC enquiriesProvide necessary support and training to all other team members as required to help them to develop their skills.Keeping up to date with relevant legislation and accounting standardsSystems development and documentation and review of existing system on a regular basisSupervising the preparation of Management AccountsTailoring the Management Accounts templates to meet individual client needsPreparation of budgets and forecasts on behalf of clientsPreparation of Tax Credit claims and dealing with HMRC queries on behalf of clientsAttending and running client Board view meetingsGenerating new businessPromoting the Added Value Services to existing and new clientsTraining and mentoringPerson Requirements -Ideally fully ACA or ACCA qualified with at least 3+ years PQE as a Client Manager or similar.Track record of supervising/managing junior staff members to include reviewing workProficient in the use of accounting software programmes such as IRIS, Xero, SageThis is an outstanding opportunity to join a highly successful firm of choice.Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.