At a Glance
- Tasks: Lead a team, manage client accounts, and prepare financial documents.
- Company: Join a dynamic practice in Monmouth with a supportive work culture.
- Benefits: Enjoy hybrid working options and a collaborative environment.
- Why this job: Great opportunity to grow your career while making an impact in finance.
- Qualifications: Must be fully qualified AAT MAAT / ACCA / CIMA with practice experience.
- Other info: Ideal for those who thrive in team settings and enjoy client interactions.
The predicted salary is between 36000 - 60000 £ per year.
A client based in Monmouth is recruiting for a Client Manager, this role offers hybrid working. Previous experience of working in a practice is essential for this role.
The ideal candidate will have the qualifications below:
- Fully Qualified AAT
- MAAT / ACCA / CIMA
Client Manager - Full Time with Hybrid working environment. The ideal candidate will have previous experience of managing a small team, but who can also be part of the team.
Responsibilities include:
- Manage team tasks and meetings using practice CRM system
- Financial Year End Accounts Review
- Review Tax Returns
- Prepare Financial Year End Accounts
- Prepare Tax Returns
- Client meetings
- Practice Management Reporting
- Manage staff holidays
- Support onboarding of new clients
Client Manager - Practice Experience employer: Recruit Select
Contact Detail:
Recruit Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager - Practice Experience
✨Tip Number 1
Familiarise yourself with the specific practice CRM systems commonly used in the industry. Being able to demonstrate your proficiency in these tools during interviews can set you apart from other candidates.
✨Tip Number 2
Highlight your experience in managing teams and client relationships. Prepare examples of how you've successfully led a team or improved client satisfaction, as this will resonate well with the hiring managers.
✨Tip Number 3
Stay updated on the latest trends in financial management and tax regulations. Showing that you are knowledgeable about current practices can impress potential employers and demonstrate your commitment to the field.
✨Tip Number 4
Network with professionals in the accounting and finance sector, especially those who work in practice environments. Engaging with others in the field can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Client Manager - Practice Experience
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in practice management and team leadership. Emphasise your qualifications such as AAT, MAAT, ACCA, or CIMA, and include specific examples of how you've managed teams and client accounts.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Client Manager role and explain why you're a great fit. Mention your previous experience in managing teams and your familiarity with practice CRM systems, as well as your ability to prepare financial year-end accounts and tax returns.
Showcase Relevant Skills: Highlight key skills that are essential for the role, such as financial reporting, client relationship management, and team collaboration. Use bullet points to make these skills stand out and relate them to the job description.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Client Manager role.
How to prepare for a job interview at Recruit Select
✨Showcase Your Experience
Make sure to highlight your previous experience in a practice setting. Be prepared to discuss specific examples of how you've managed teams and handled client accounts, as this is crucial for the role.
✨Familiarise Yourself with CRM Systems
Since the role involves managing tasks using a practice CRM system, it’s beneficial to familiarise yourself with common CRM tools. Mention any relevant experience you have with these systems during the interview.
✨Prepare for Technical Questions
Expect questions related to financial year-end accounts and tax returns. Brush up on your knowledge in these areas and be ready to explain your approach to preparing and reviewing these documents.
✨Demonstrate Team Leadership Skills
As the role requires managing a small team, be prepared to discuss your leadership style. Share examples of how you've successfully led a team, supported onboarding, and managed staff tasks and meetings.