Client Manager (Accountant) at Swift

SALARY £36,000 – £47,500 D.O.E

Are you seeking an opportunity to join a rapidly growing, dynamic, and commercially astute Accountancy Practice? At our clients firm, they foster an environment where questions are encouraged, time and talent are highly respected, and there are endless opportunities for personal and professional development. We embrace diverse perspectives, prioritize family commitments, and maintain a collaborative atmosphere, where no one considers themselves too elevated to participate in shared responsibilities, such as making a round of brews. If you find these values align with your aspirations, we invite you to engage in a conversation with us about joining our clients thriving team.

At our clients firm, they take pride in blending traditional values with modern thinking, and our team of Accounting, Bookkeeping, and Payroll professionals sets the benchmark for modern small business accounting support. With a rapidly expanding client base, this is an exciting juncture to become an integral part of our friendly and accomplished team.

The role of our Client Managers is pivotal in delivering an exceptional client experience. They cultivate strong relationships with a diverse portfolio of inspiring small business clients, while proactively addressing their accounting needs. Our Client Managers wield a significant impact on the businesses they serve, offering both advisory and accountancy services with a keen attitude towards customer satisfaction.

Key Responsibilities:

• Prepare, send, and submit accounts & tax returns for clients, encompassing Sole Traders, Partnerships, and Limited Companies.
• Demonstrate effective communication with clients via phone, email, social media, and in-person interactions, including diligent record chasing.
• Skillfully onboard new clients and seamlessly integrate them into your portfolio, involving bookkeeping, compliance, and relevant processes to be smoothly transferred to the relevant department.
• Provide expert assessment and advice to clients on their tax position, while optimizing tax efficiency.
• Complete, review, and meticulously prepare bookkeeping, VAT returns, and CIS.
• Maintain a well-organized system of electronic filing of books and records, both internally and for client administration.
• Serve as a proficient liaison between clients and HM Revenue & Customs to diligently handle and resolve queries.
• Actively participate in various activities aimed at supporting the smooth functioning of the office environment.
• Proactively manage and enhance your professional development and learning, including adherence to any relevant CPD requirements dictated by your professional body.
• Ensure accuracy and up-to-date HMRC/Companies House statutory information.
• Actively attend networking events, when required, to represent our firm.
• Prepare and skillfully execute year-end client meetings.
• Engage in internal and external training initiatives, such as client bookkeeping training, in line with our company values.
• Conduct client fee reviews to ensure equitable and satisfactory arrangements.

General Duties:

• Diligently participate in training and development activities, as deemed necessary for the role, in agreement with the line manager.
• Willingly undertake any other tasks as reasonably requested by line managers, ensuring compliance with all employee policies and procedures.

Person Specification:

Relevant Experience:

• Demonstrated experience in a fast-paced accountancy practice, managing a diverse caseload of clients, with the support of membership to a professional body.
• Proven ability to competently prepare accounts & tax returns for clients, covering Sole Traders, Partnerships, and Limited Companies.
• Familiarity and proficiency with accounting software such as Xero, Quickbooks, DEXT, and Free Agent (highly desirable, though not essential).
• Strong understanding and working knowledge of Tax regulations.

Skills:

• Proficiency in utilizing Microsoft Word and Excel.
• Demonstrated effective time management, excelling in working to tight deadlines while maintaining meticulous attention to detail.
• Confidently able to provide expert advice and make informed recommendations to clients, with the ability to articulate complex information clearly in both written and verbal communication.
• Proactive in seeking information from colleagues and clients, showcasing a curious and knowledge-hungry approach to facilitate seamless service delivery.

Personal Attributes:

• Exemplary display of a friendly and professional demeanor, effectively communicating at all levels, both internally and externally, with a steadfast commitment to providing exceptional customer care.
• Demonstrated ability to maintain a fun and outgoing attitude while supporting the growth of a thriving business, alongside an earnest desire for professional growth.
• An ardent advocate for continuous professional development, exhibiting constant curiosity and a keenness to learn, unafraid to seek advice when needed and promptly acting upon feedback given.
• Display of professional pride in appearance, effectively representing and upholding the firm’s brand.

Shared Values:

• Our core values profoundly shape the essence of our company, guiding our decisions, establishing the foundation of our relationships, and influencing the manner in which we conduct ourselves and our business.
• Relationships over numbers: We deeply value the meaningful relationships we forge with our clients, recognizing them as integral to the fabric of our business. Our primary objective goes beyond merely providing services; we strive to deliver the best, fueled by a profound understanding of our clients’ unique needs and circumstances, consistently exceeding their expectations.
• Learn together and often: Emphasizing the spirit of generous knowledge-sharing, we actively impart our expertise and experiences to colleagues and clients alike. Our unwavering commitment to continuous learning and development ensures that we remain at the forefront of our industry, safeguarding our credibility and setting us apart from competitors.
• Respect Team, Time, and Talents: We embrace a true sense of teamwork, recognizing the equal importance of every individual. Ego is set aside at the door, for we firmly believe that each person has valuable contributions to offer, irrespective of hierarchical positions. We cherish and honor the precious time and talents of each team member.
• Balanced and beautiful: Our dedication to accuracy and cleanliness in managing client accounts, bookkeeping, and payroll reflects our commitment to ensuring that records accurately depict the true state of the business. This empowers business owners to make well-informed and confident decisions.
• Courageous and Curious: We understand that growth necessitates venturing beyond comfort zones, taking on challenging tasks with an open mind. As a cohesive team, we continuously innovate, actively seeking opportunities to enhance our practices and perpetually asking the question, “Is there a better way?”

If you find resonance with our values and believe this opportunity aligns with your aspirations, we eagerly anticipate engaging in a conversation with you regarding joining our esteemed team.Duties:

– Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements
– Conduct financial forecasting and budgeting activities
– Monitor and review general ledger accounts to ensure accuracy and compliance with accounting standards
– Assist with the preparation of tax returns and ensure compliance with tax regulations
– Perform monthly reconciliations of bank accounts and other financial records
– Manage accounts payable and accounts receivable processes, including invoice processing and collections
– Assist with the preparation of audit schedules and support auditors during the annual audit process
– Collaborate with cross-functional teams to provide financial analysis and support for decision-making processes
– Participate in the development and implementation of financial policies, procedures, and controls
– Stay updated on industry trends, accounting regulations, and best practices

Qualifications:

– Bachelor’s degree in Accounting or Finance (CPA certification preferred)
– Proven experience as a Management Accountant or similar role
– Strong knowledge of accounting principles, practices, and procedures
– Proficiency in using accounting software such as Xero and Sage
– Excellent analytical skills with attention to detail
– Ability to prioritize tasks and meet deadlines in a fast-paced environment
– Strong communication skills to effectively collaborate with stakeholders at all levels
– Experience in private equity or investment management is a plus
– Knowledge of budgeting processes and financial forecasting techniques

This is an excellent opportunity for a detail-oriented individual with strong analytical skills to join our team as a Management Accountant. We offer competitive compensation packages, professional development opportunities, and a supportive work environment. If you meet the qualifications outlined above, we encourage you to apply by submitting your resume and cover letter.

Job Types: Permanent, Full-time

Salary: £36,000.00-£47,500.00 per year

Benefits:

• Company pension

Supplemental pay types:

• Bonus scheme
• Commission pay
• Performance bonus
• Tips
• Yearly bonus

Ability to commute/relocate:

• Waterlooville: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Reference ID: INDP