Senior Client Manager (Accountant)

at  Heelan Associates Ltd

Job Advert
Job Title: Senior Client Manager
Location: Based in Waterlooville, Hampshire
Contract type: Permanent
Hours per week: Full time (40.00 hours)
Salary: From £42,500
Reporting to: Business Services Director

RELEVANT EXPERIENCE

Must be supported by a full membership to a professional body.
Extensive (5+ years) experience of working in a fast-paced accountancy practice with responsibility for a varied caseload of clients, training other colleagues
Must be able to prepare accounts & tax returns for clients, including Sole Traders, Partnerships and Limited Companies.
Experience of holding clients meeting, giving advice and utilising Xero, QuickBooks, DEXT and Free Agent to produce client work.
Sound understanding and working knowledge of Tax.

SKILLS

Able to navigate Microsoft packages, specifically Word and Excel.
Effective at time management with the ability to work to tight deadlines and deal with newly emerging priorities day-to-day without compromising attention to detail.
Confidently able to provide advice and make recommendations to clients, taking care to break down complex information in such a way as to help with understanding in both written and verbal communication.
To proactively seek out information when needed from colleagues and clients to enable a seamless service with a curious approach and hunger to expand knowledge.

SHARED VALUES

Our values represent who we are as a company, they guide our decisions, underpin our relationships and govern the way we conduct ourselves and our business.
Relationships over numbers - The meaningful relationships we build with our clients are fundamental to the way we do business. It is not enough to perform a service for our clients, our principal aim remains to give them the best; our deep understanding of their individual needs and circumstances enables us to not just meet expectations but exceed them, time and time again.
Learn together and often! - We share our knowledge and experience with colleagues and clients generously, this commitment to continuous learning and development is what keeps us at the top of our game, protects our credibility and sets us apart from our competitors.
Respect Team, Time and Talents - We are a team in the true sense of the word, every person matters equally, and we leave our egos at the door. We firmly believe that everybody has something valid to contribute and every person’s time and talents are precious regardless of ‘hierarchy’.
Balanced and beautiful - We are committed to ensuring our client accounts, book-keeping and payroll are accurate and beautifully clean. This means the records represent the true state of the business, so owners can make well informed and confident decisions.
Courageous and Curious - We understand that to grow we need to expose ourselves to experiences that fall outside of our comfort zones and undertake tasks that may seem difficult at first. As a team we are continuously innovating, constantly looking for opportunities to improve what we do and always asking the question ‘is there a better way?
Flexibility and General Duties: This job description is indicative of the range of current duties and responsibilities for the post, it is not comprehensive. It is inevitable that the duties will change to reflect organisational change and it is essential therefore that it is regarded with a degree of flexibility, so that changing needs and circumstances can be met. All changes will be discussed with the post holder. The job description for this post will be reviewed annually. To attend training and development deemed necessary for the post in agreement with the line manager. To willingly undertake any other tasks as reasonably requested by line managers and comply with all employee policies and procedures of Heelan Associates

JOB PURPOSE:

Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where there’s no such thing as a silly question, there are endless opportunities to learn and time and talent are respected? A place where alternative perspectives are welcome, family comes first, and (most importantly of all) nobody thinks they’re too “big time” to make a round of brews? If so, we’d love to have a conversation with you about joining our thriving team.
By combining our traditional values with modern thinking our team of Accounting, Bookkeeping and Payroll professionals proudly set the standard for what modern small business accounting support should look like. We are a team on a mission, with a rapidly expanding caseload of clients so now is a really exciting time to join our friendly team.
Our Senior Client Managers are focused on delivering an exceptional client experience. Their role is to lead a team who form trusting relationships with a portfolio of inspiring small business clients and ensure that their every accounting need is anticipated and provided for. They are in a position to make a real impact on the client businesses they support and take a nothing is too much trouble attitude when providing both advisory and accountancy services.

KEY RESPONSIBILITIES:

• To coach, train, develop and lead their team (4-5 direct reports).
• To provide leadership and role modelled behaviour (to our company values) to the accountancy team.
• To perform relevant employees 1-2-1 meetings for a section of the accounting team.
• To perform return to work interviews.
• To support the Accountancy Manager with planning and monitoring the performance of the accountancy team’s key performance measures e.g., weekly stats, timesheets etc.
• To support the Accountancy Manager in developing internal systems and controls to ensure standards are met to support our company values as required.
• To support the recruitment and interview process with the Recruitment Lead as required.
• To manage the process of (and where required, directly carry out) preparing, sending and submitting accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
• To communicate with clients via phone, email, social media and in person, including chasing records.
• To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etc.
• To onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
• To assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
• To review and advise clients on advisory level which may include cashflow, budgets, pricing etc.
• To review and/or prepare book-keeping, VAT returns and CIS where required.
• To prepare and execute year end client meetings.
• To carry out client fee reviews.
• To instruct, mentor and manage accounting team members to carry out the above.
• To maintain electronic filing of books and records both internally as well as management of client administration and records.
• To act as liaison between clients and HM Revenue & Customs to deal with and resolve queries.
• To provide external training e.g., client bookkeeping training and as applicable as per our company values.
• To participate in activities necessary to support the smooth running of the office environment.
• To manage and maintain your professional development and learning including any relevant CPD required by your professional body.
• To ensure and update HMRC/Companies House statutory information is accurate.
• To attend networking events where required.