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Permanent

Client Onboarding Manager - Bookkeeper or Accountant AAT Level 4 (or higher)

Uckfield
money-bag 35000.00-35000.00 Annual
3014386548
Posted Yesterday

Client Onboarding Manager (Bookkeeper or Accountant, AAT Level 4 or higher) Salary £35,000 - £38,000/annum + excellent benefits Location Uckfield, East Sussex - Full or part time/Flexi Hours/Hybrid Working Agency PAW Associates (Heathfield) Description PAW Associates is working with a friendly and inclusive accounting practice that specialises in providing virtual finance department services based in the heart of Uckfield, East Sussex. They are seeking an experienced bookkeeper or accountant to take on the role of Client Onboarding Manager to join the dynamic bookkeeping and accounting team. This is a key client-facing role designed to make sure every new client''s first experience with the practice is smooth, efficient, and stress-free. You''ll guide clients through their first few months with the firm-setting up systems, streamlining processes, and ensuring their records are accurate and complete before handing them over to your colleagues in the bookkeeping team. If you''re organised, tech-savvy, and thrive on building excellent client relationships, this role could be perfect for you. As the Client Onboarding Manager, your responsibilities will include being the main point of contact for new clients during their onboarding journey, collecting and organising client information, setting up of the client''s tax agent with HMRC with authorisations, implement accounting systems (Xero, QuickBooks, etc) Train clients on new software and hand hold, manage seamless handover to t

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