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- Tasks: Manage a diverse client portfolio and build strong relationships.
- Company: Dynamic accountancy practice focused on growth and inclusion.
- Benefits: Competitive salary, flexible working, 23 days holiday, and a friendly environment.
- Other info: Opportunities for professional development and a healthy work-life balance.
- Why this job: Join a growing firm and advance your career in a supportive atmosphere.
- Qualifications: Experience in accountancy, attention to detail, and good Excel skills.
The predicted salary is between 36000 - 60000 £ per year.
We are looking to recruit a Client Manager. You will be managing a varied client portfolio from sole traders, partnerships to limited companies. The firm offers a wide range of audit and accounting services both compliance and value added.
As a client manager you will be in charge of your own portfolio of clients. The development and maintenance of strong relationships with your portfolio of clients. Your role will include:
- Understanding the nature of clients’ businesses and how they operate
- Keeping client promises and addressing clients questions in a timely manner
- Planning monthly jobs in accordance with year ends
- Completing Personal Tax Returns for portfolio clients in conjunction with the completion of accounts
- Reviewing, completion and presentation of accounts to clients
- Supervising team members to ensure timely completion of planned work
Requirements for the role:
In order to succeed in this client manager role you will need to have worked in a similar role for an accountancy practice previously. The ideal (but not essential) candidate will have excellent knowledge of the CCH software. You will need to be able to work to strict deadlines, be self‑motivated and have a good attention to detail. On top of this you should have good Microsoft Excel skills and be able to work individually or as part of a team.
What you’ll get in return:
This is a great opportunity to progress with your career in practice working for a Chorley based accountancy practice. The firm are looking to pay a competitive salary Dependant On Experience (DOE) and Qualifications (Q), flexible working, free parking. On top of this you will receive 23 days holiday plus bank holidays, friendly working environment, pension and a healthy work life balance. You will be joining an expanding firm that is continuously looking for ways to improve; this role and firm would present you with opportunities to further your career.
Diversity & Inclusion at bk plus:
At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.
Client Manager in Chorley employer: BK PLUS LIMITED
Contact Detail:
BK PLUS LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Chorley
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt for a Client Manager role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Show us that you understand their business and how you can add value. Tailor your answers to reflect their needs and values.
✨Tip Number 3
Practice your pitch! Be ready to explain how your previous experience aligns with managing a varied client portfolio. Highlight your attention to detail and ability to meet deadlines, as these are key for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Manager in Chorley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Manager role. Highlight your previous experience in accountancy practices and any relevant software knowledge, like CCH, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about managing client portfolios and how you can build strong relationships. Keep it friendly and professional, just like we do at StudySmarter.
Showcase Your Attention to Detail: In this role, attention to detail is key. When you submit your application, double-check for any typos or errors. A polished application shows us you care about quality and professionalism.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at BK PLUS LIMITED
✨Know Your Clients
Before the interview, take some time to research the types of clients the firm works with. Understanding the nature of their businesses will help you demonstrate your ability to manage a varied client portfolio effectively.
✨Showcase Your Software Skills
If you have experience with CCH software, make sure to highlight it during the interview. If not, brush up on similar accounting software and be ready to discuss how your skills in Microsoft Excel can help streamline processes.
✨Demonstrate Relationship Building
Prepare examples of how you've developed and maintained strong relationships with clients in previous roles. This will show that you understand the importance of client management and are capable of keeping client promises.
✨Be Ready for Scenario Questions
Expect questions about how you would handle specific situations, such as addressing client queries or planning monthly jobs. Think through your past experiences and be ready to share how you successfully navigated similar challenges.