Portsmouth
Your Company:The team at NET Recruit are partnering with a fantastic financial services business located in the Greater Portsmouth area, who are keenly searching for a Client Manager on a permanent basis to join their small but growing team. With a range of professional services offered, and now following a very successful period of recent growth and development, the company are looking to expand their roster of clients, and the acquisition of a Client Manager will aid enormously in this.The position itself will prove invaluable, to assist the team with financial duties and act as a point of contact for the customer base, including Sole Traders, Partnerships and Limited Companies, to seamlessly deliver the high-quality accounting services of the business, including accounts and tax return preparation.Your Role and ResponsibilitiesWhile in this position your duties may include but will not be limited to: • Preparing and submitting accounts and tax returns for clients, • Holding client meetings and utilising the phone, email, social media and in person methods to communicate with clients, • Onboarding seamlessly, new clients, ensuring they are well integrated into the portfolio and when needed, conducting client fee reviews, • Assessing and advising clients on their tax position, • Completing bookkeeping, VAT returns and CIS, • Acting as the key point of liaisons...