Account Manager

The key responsibilities of the Account Manager in Tunbridge Wells:

• Manage client portfolio up to senior manager/partner review stage. Portfolio consisting of OMBs with a mix of companies, LLPs and individuals.
• Manage and complete all tax and accounting compliance requirements - stat accounts, confirmation statements, tax returns (CT600s, SATRs_, overseeing bookkeeping and payrolls (undertaken by in house clerks).
• Build client relations, identify tax planning opportunities and attend meetings with tax partners.
• Recent use of IRIS and working knowledge of Xero an advantage.
• Managing client billing and engagement terms.
• Provide quotes to potential new clients and liaise with them in respect of their tax and accounting requirements.
• Scope to develop tax consultancy role and support to complete CTA is desired.