Join a growing firm in Bolton as a client manager and take responsibility for managing a portfolio of well established clients, leading and developing the accounts team, and supporting the ongoing development and modernisation of the practice.
Client Details
Established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. The collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships.
Description
Key responsibilities of the Client Manager:
- Provide excellent service, support and business advice in a proactive manner for a well-established portfolio of limited company clients
- Build strong client relationships and identify new advisory opportunities.
- Support Portfolio Managers with more technically complex client accounting matters and help excel the team through training and leadership
- Take a lead role in managing client assignments for your the portfolio from the planning stage all the way through to delivery to client; including statutory and management accounts, corporation tax, personal tax and VAT computations and returns
- Analyse financial information to provide specialised tailored advisory services to clients
- Oversee compliance delivery and monitor deadlines for all your client portfolio jobs, including accounts, VAT, tax returns, CS01's etc
- Manage, lead, develop and monitor performance of a team of senior and junior members to ensure standards, compliance and service are maintained
- Provide advice to clients regarding tax planning including remuneration strategy, pension contributions, capital assets etc
- Liaise with credit control department to ensure services are provided, billed and our credit control policy is adhered to
- Liaise with personal tax manager on self assessment preparation for your portfolio of clients as well as with the wider tax specialist team on specific client tax matters
- Support implementation of new technologies and working practices
- Lead on project management such as process improvements and standardisation across the practice
- Involvement with business development initiatives
- Support onboarding of new clients and identify growth opportunities within the practice
- Attend and conduct client meetings when required
- Set and maintain the highest standard of quality to all clients
- Set an example for the team as a natural leader
Profile
A Successful Client Manager Should Have
- Minimum ACCA/ACA qualified with experience within a general practice
- Strong all-round technical knowledge across accounts preparation and taxation
- Good understanding of personal tax
- Strong technical knowledge of FRS 102 reporting standards
- Strong organisational and leadership capability; managing staff and reviewing work
- Excellent communication and client relationship management skills
- A proactive and commercially minded approach
- Proven experience of managing own portfolio of clients
- Experience of using cloud accounting software (Xero essential) and knowledge of accounting support software (examples: Dext, CCH etc)
- Can do attitude with exceptional communication and organisational skills
- A compassionate leader, able to inspire and motivate junior members of the team and enthusiastic about developing and mentoring
- Passion for speaking to clients and to provide excellent customer service
Job Offer
- Salary ranging from £60,000 to £70,000, dependent on the level of experience.
- Company pension scheme.
- 25 days of annual leave plus bank holidays.
- Additional annual leave days based on seniority.
- Option to buy up to 5 extra days of annual leave, reaching a maximum of 30 days per year.
- Business closure over the Christmas period.
#J-18808-Ljbffr
Client Manager in Salford employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
