Job Description

The ideal Client Manager will be technically strong with superb communication and interpersonal skills and a strong belief in the delivery of excellence.

The Client Manager will undertake a wide range of duties including:

• Attending client meetings in Swindon and throughout Wiltshire and beyond
• Review of accounts prepared for Limited companies, Sole traders, Partnerships and Charities
• Reviewing monthly and quarterly management accounts
• Overseeing workflow and planning work for the team
• Holding yearend review meetings with clients
• Meeting with potential clients of the firm and attending networking events
• Review of both personal and corporation tax returns

Required Knowledge, Skills, and Abilities