Finance & Tax Account Manager – Haslemere

Salary:£30000 - £35000 + + Bonus/Commission
Sector:Finance & Accounts

Our client is a dynamic, multiple award-winning accountancy practice. Due to continued success they are seeking a seasoned account / client manager to manage a portfolio of clients. The role would be suited to a personable Finance professional with strong relationship management skills along with Tax and Practice experience across all accounting functions.

Job Responsibilities 

  • Client Welcome & New client setup
  • Online portal training and support for clients
  • Client meetings and Dealing with Queries of clients
  • Develop Excellent Relationship with Client
  • Accounts preparation & Finalisation and CT Returns
  • VAT, Payroll & CIS Reviews & Liaison with client and teams
  • Management Accounts
  • Contract Revisions – Ability to Identify Bad client or non-profit making client
  • Preparation & Review of Self-Assessment Tax Returns
  • Liaise with HMRC on client issues
  • Tax planning technical work and research
  • Tax Advisory and Support
  • Supporting Tax Manager with Adhoc work and projects
  • HMRC Tax Investigations
  • Client Tax Review Meetings
  • Training to Staff
  • Data Mining for Tax Planning Opportunities  



  • 3 years post qualified accounting experience, 2 in a tax role
  • Chartered accounting qualification
  • Qualified AAT or CTA or Studying towards CTA (advantage)
  • Excellent knowledge of Taxation both Individual and Company plus Tax Planning
  • Excellent written and spoken English
  • An eye for detail to ensure accuracy of work
  • Ability to work under pressure and to multi task


if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now


Would you like to discuss this role further?
Speak to the 2i Team: 01483 414719

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