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For Companies At a Glance
- Tasks: Manage client accounts, oversee budgeting, and ensure timely tax filings.
- Company: Join a fast-growing accounting firm near St Albans with a dynamic team.
- Benefits: Opportunity for promotion, professional development, and working with modern accounting software.
- Why this job: Great chance to take ownership of client relationships and make a real impact.
- Qualifications: Qualified ACA or ACCA Accountant with experience in client management and accounting software.
- Other info: Ideal for those seeking broader responsibilities and a supportive work environment.
The predicted salary is between 36000 - 60000 £ per year.
McGinnis Loy Associates are proud to be working with a newly established and fast growing Accounting Firm who are looking to recruit a Client Accounts Manager/Outsourcing Manager to join their growing Business Services team near St Albans. Managing a portfolio of small and medium-sized businesses, this is a fantastic opportunity to use your Outsourcing experience towards achieving promotion in the future, and key duties include:
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Managing and developing a portfolio of clients including budgeting and billing, and attending a number of prospect meetings
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Managing accounts production and finalising accounts with Partners
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Ensuring all annual quarterly and monthly filings of all taxes and statutory returns are completed ahead of deadlines
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Preparation of Corporate Tax Returns in conjunction with accounts for FRS105 clients.
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Assisting with business development activities to attract new clients
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Liaising with other managers to ensure all client outsourcing work is completed accurately, within budget and on time
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Dealing with client questions, concerns and monitoring profitability of each outsourcing assignment
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Managing a team of junior staff (newly and part-qualified) including professional development through on-the-job training and Q&A sessions
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Working with Xero and QuickBooks Online, advising cloud-based clients as required
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Agreeing fees for Value Added Work (e.g. HMRC enquiries) with clients and arranging collection of fees
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Implementing Client Relationship Strategies and client referral Strategies
To be considered for the role you should be seeking a firm where wider responsibilities, personal ownership and a broader client base will be made available to you, and knowledge of computerised accounting packages such as Quickbooks and Xero would be a distinct advantage. With experience in client management, preparing full sets of accounts & tax computations, you should be able to meet both client and HMRC deadlines, work in fast-paced environments and manage a close-knit Accounts team. You should ideally be a Qualified ACA or ACCA Accountant.
Client Accounts Manager employer: McGinnis Loy Associates Ltd
Contact Detail:
McGinnis Loy Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Accounts Manager
✨Tip Number 1
Familiarize yourself with Xero and QuickBooks Online, as these are essential tools for the role. Consider taking a short online course or certification to boost your confidence and demonstrate your proficiency.
✨Tip Number 2
Network with professionals in the accounting field, especially those who work in client management or outsourcing. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Highlight your experience in managing client portfolios and your ability to meet deadlines. Prepare specific examples of how you've successfully handled client accounts and resolved issues in the past.
✨Tip Number 4
Research the company culture and values of the accounting firm you're applying to. Tailor your approach to show how your personal values align with theirs, emphasizing your desire for wider responsibilities and personal ownership.
We think you need these skills to ace Client Accounts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client management and outsourcing. Emphasize your familiarity with accounting software like Xero and QuickBooks, as well as your qualifications (ACA or ACCA) to align with the job requirements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your previous experience managing portfolios and preparing tax returns makes you a great fit for the Client Accounts Manager position.
Showcase Relevant Experience: Provide specific examples of how you've successfully managed client accounts, met deadlines, and contributed to business development. This will demonstrate your capability to handle the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in accounting roles.
How to prepare for a job interview at McGinnis Loy Associates Ltd
✨Showcase Your Outsourcing Experience
Make sure to highlight your previous outsourcing experience during the interview. Discuss specific examples of how you've managed client accounts, handled budgeting, and ensured timely filings. This will demonstrate your capability to handle the responsibilities of the Client Accounts Manager role.
✨Demonstrate Team Management Skills
Since the role involves managing a team of junior staff, be prepared to discuss your leadership style and any relevant experiences. Share how you've developed team members through training and mentoring, as this will show your potential to foster a productive work environment.
✨Familiarize Yourself with Relevant Software
Knowledge of Xero and QuickBooks Online is a distinct advantage for this position. Before the interview, ensure you are comfortable discussing these platforms and can articulate how you've used them in past roles to manage client accounts effectively.
✨Prepare for Client Relationship Questions
Expect questions about how you would implement client relationship strategies and handle client concerns. Prepare examples of how you've successfully built and maintained client relationships in the past, as this is crucial for the role.
