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- Tasks: Manage a diverse portfolio of clients and support team growth.
- Company: Dynamic firm in Cheltenham focused on inclusion and diversity.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a collaborative team with opportunities for mentorship and career advancement.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: Experience in client management and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
We are seeking a Client Manager to join our team based in Cheltenham. Your role as a Client Manager will be to manage a diverse portfolio of clients, support junior members of the team as well as office growth.
Brief Job Description
- Managing a portfolio of corporate and personal tax clients, acting as the primary point of contact.
- Reviewing year-end statutory accounts for limited companies, partnerships and sole traders, ensuring compliance with UK accounting standards.
- Reviewing corporation tax computations and returns prior to submission.
- Reviewing personal tax returns for accuracy and completeness.
- Providing detailed feedback to Accounts Technicians and junior team members to support development and maintain quality standards.
- Identifying training needs within the team and assisting with mentoring and technical support where appropriate.
- Ensuring statutory accounts and tax returns are submitted in line with Companies House and HMRC deadlines.
- Dealing with client queries via phone, email and in person where required.
- Holding regular client meetings to review financial performance, discuss tax matters and identify planning opportunities.
- Identifying and pitching additional services to existing and prospective clients.
- Working collaboratively with other managers and team members to meet departmental and firm-wide targets.
- Liaising with the Outsourcing and Management Accounts team to ensure delivery of a complete service to larger clients.
- Working alongside Advisory and Specialist teams within the Group to identify opportunities and support wider advisory projects.
- Monitoring workflow and managing deadlines across your client portfolio.
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.
Accounts Manager Client Manager in Cheltenham employer: bk plus
Contact Detail:
bk plus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Accounts Manager Client Manager in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Client Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience managing client portfolios and your knack for mentoring junior team members. Make sure they see how you can contribute to their office growth.
✨Tip Number 3
Prepare for interviews by brushing up on UK accounting standards and tax regulations. Be ready to discuss how you've handled client queries and managed deadlines in the past. Confidence is key, so practice makes perfect!
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it shows you're proactive and keen to be part of our diverse and inclusive culture.
We think you need these skills to ace Accounts Manager Client Manager in Cheltenham
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 experience with managing client portfolios and any relevant tax knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about the role and how your background aligns with our values at StudySmarter. Don’t forget to mention your approach to mentoring and supporting junior team members.
Showcase Your Communication Skills: As a Client Manager, communication is key! In your application, demonstrate your ability to handle client queries and meetings effectively. We want to see how you can build relationships and provide excellent service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best 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
✨Know Your Numbers
As a Client Manager, you'll be dealing with financial data daily. Brush up on your knowledge of UK accounting standards and tax regulations. Be prepared to discuss how you've managed client portfolios in the past and any specific challenges you faced.
✨Showcase Your Mentoring Skills
Since part of your role involves supporting junior team members, think of examples where you've successfully mentored or trained others. Highlight your ability to provide constructive feedback and identify training needs within a team.
✨Client Communication is Key
You'll need to handle client queries and hold regular meetings, so practice articulating your thoughts clearly. Prepare to discuss how you’ve built relationships with clients and how you approach difficult conversations.
✨Collaborate and Pitch
The job requires working with various teams and pitching additional services. Think of instances where you've collaborated effectively with others and how you identified opportunities for upselling. Be ready to share your strategies for maintaining a complete service for clients.