Manage an assigned portfolio of personal limited company clients, delivering tax and accounting services, VAT and payroll returns, bookkeeping reviews, year-end support, company secretarial filings, onboarding, and client communications. The role also includes quality control, workflow monitoring, issue escalation, and continuous improvement initiatives, with responsibilities performed under the guidance of account management leadership.
Operating under the guidance of the Team Lead, PSC Account Managers, the Assistant Account Manager will execute a diverse range of technical, operational, and client-facing activities within the Personal Limited Company (PLC) division. Managing an assigned portfolio of clients, you will ensure all tax and accounting deliverables are met in strict alignment with company KPIs and service level targets.
A core focus of this role is delivering a seamless, positive customer experience. From supporting the onboarding of new clients to proactively managing day-to-day queries and regularly reviewing bookkeeping records, you will act as a trusted operational partner throughout the client lifecycle. This position offers an excellent opportunity for professional growth, backed by comprehensive training and ongoing structured support.
Job requirements
Experience & Knowledge
Core responsibilities
Benefits
A core focus of this role is delivering a seamless, positive customer experience. From supporting the onboarding of new clients to proactively managing day-to-day queries and regularly reviewing bookkeeping records, you will act as a trusted operational partner throughout the client lifecycle. This position offers an excellent opportunity for professional growth, backed by comprehensive training and ongoing structured support.
Job requirements
Experience & Knowledge
- A demonstrable background or strong interest in delivering high-quality, customer-centric service within a professional environment is required.
- Some practical experience in bookkeeping, preparing VAT returns, and processing payroll is considered a distinct advantage, though not essential.
- A proven interest or track record in supporting business improvement initiatives that enhance operational efficiency and service delivery.
- Deeply committed to our vision for customer experience, with a natural drive to create positive, meaningful interactions for clients.
- Personally aligned with company values, actively modeling positivity, empathy, support, energy, and a "one-team" mindset with colleagues and clients alike.
- Highly team-focused, demonstrating strong emotional intelligence and collaboration skills within a fast-paced environment.
- Ability to thrive in a deadline-driven setting, with the organisational skills required to support colleagues and manage competing priorities effectively.
- Expertise & Excellence – Demonstrates strong technical finance knowledge and consistently applies best practices to ensure compliance, accuracy, and operational excellence.
- Working Strategically – Understands how finance processes support wider business objectives and contributes to initiatives that improve efficiency, scalability, and long-term success.
- Accountability & Ownership – Takes full responsibility for assigned areas, including compliance filings, bookkeeping processes, and team support, ensuring commitments are delivered accurately and on time.
- Impactful Communication – Communicates clearly, professionally, and effectively with colleagues, stakeholders, and external bodies. Produces accurate, well-structured written communications and documentation.
- Leadership, Collaboration & Teamwork – Works collaboratively across departments while acting as a trusted point of contact and mentor for junior team members and the Fenero India team. Promotes knowledge sharing and supports collective success through a "One Team" approach.
- Continuous Improvement – Actively seeks opportunities to improve processes, controls, and efficiencies, contributing to the ongoing development of the finance function.
- Company Contribution & Culture – Champions company values, supports a positive workplace culture, and contributes positively to team and organisational success.
Core responsibilities
- Client Relationship Management: Manage direct phone and email communications, addressing client queries regarding VAT, payroll, and general accounting matters under the guidance of the Team Leader.
- Portfolio Service Delivery: Execute day-to-day tax and accounting services for an assigned portfolio of PSC clients, ensuring all outputs meet strict service level targets and KPIs under the guidance, and with the support of the Account Manager Team Leader.
- Compliance & Returns: Prepare, review, and submit client VAT and payroll returns accurately and on schedule with the support of the account manager team leader.
- Financial Oversight: Conduct regular reviews of client trial balances, identifying trends and providing proactive feedback and advice where appropriate with the support of the account manager team leader.
- Year-End & Closures Support: Collaborate with the wider PSC accounting team to prepare annual financial accounts, company closures, and voluntary strike-off documentation.
- Company Secretarial Duties: Prepare and review annual B1 returns for the Companies Registration Office (CRO) along with other statutory company secretarial paperwork.
- Quality Control: Support divisional standards by reviewing tax and accounting work undertaken by team colleagues.
- Workflow Monitoring: Actively monitor workflow trackers to ensure all operational activities remain on schedule and backlogs are prevented.
- Client Onboarding: Execute timely, welcoming, and high-quality onboarding experiences for new PSC clients, collaborating closely with Customer Experience Onboarding Specialists.
- Issue Escalation: Proactively identify and escalate technical concerns, complex accounting challenges, or out-of-scope client activities to senior team members.
- Continuous Improvement: Partner with the Division Manager and Team Leader to support initiatives aimed at optimizing systems, operational efficiency, and customer experience.
- Cross-Functional Collaboration: Assist the wider division during peak periods or leave gaps, contributing to Flat Rate Expense (FLC) services, ticketing systems optimisation, and the development of customer guides.
Benefits
- 23 days annual leave plus service leave after 3, 5 and 10 years.
- Remote-first working.
- 24/7 Employee Assistance Programme
- Pension 2.5% matched contribution.
- Health & wellbeing allowance and 5% discount on group healthcare scheme.
- Home office allowance.
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