At a Glance
- Tasks: Manage client experiences and ensure smooth delivery of accounting services.
- Company: Established accountancy practice with a friendly, collaborative team.
- Benefits: Hybrid working, flexible hours, competitive salary, and supportive environment.
- Other info: Opportunity for professional development and mentoring within the team.
- Why this job: Shape client experiences and grow within a dynamic accounting practice.
- Qualifications: Experience in accountancy, strong communication skills, and knowledge of cloud software.
Client Manager
Location: North Somerset (Hybrid)
Hours: Full-time or Part-time (30+ hours)
An established and growing accountancy practice is seeking an experienced Client Experience Manager to join its friendly and collaborative team. This is an excellent opportunity for someone with a strong accountancy practice background who enjoys building client relationships while ensuring the smooth delivery of accounting and advisory services.
Working closely with the wider team, you will oversee the client journey from onboarding through to service delivery, ensuring deadlines are met, communication is proactive, and clients receive an exceptional level of support.
Key Responsibilities
- Managing the end-to-end client experience for a varied portfolio of business clients.
- Coordinating the delivery of accounts, tax returns and other compliance services.
- Monitoring workflows, deadlines and client expectations to ensure timely completion of work.
- Acting as a key point of contact for clients, responding to queries and providing regular updates.
- Preparing client communications and reports where required.
- Identifying opportunities to improve internal processes and enhance the client experience.
- Supporting and mentoring colleagues to encourage continuous development and best practice.
- Working collaboratively with the wider accounting and advisory team to deliver an excellent service.
About You
- Previous experience working within an accountancy practice is essential.
- Strong knowledge of accounts preparation and tax compliance.
- Excellent organisational skills with the ability to manage multiple deadlines.
- Confident communicator with a proactive and client-focused approach.
- Experience using cloud accounting software, such as Xero, along with strong Excel skills.
- A recognised accountancy qualification (AAT, ACCA, ACA, CIMA, ATT or equivalent) or strong relevant practical experience.
What's on Offer
- Hybrid and flexible working.
- Full-time or part-time hours (30+ hours considered).
- Supportive and collaborative team environment.
- Opportunity to play a key role in shaping the client experience within a growing practice.
- Competitive salary and benefits package, dependent on experience
#ASRAF
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