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- Tasks: Manage a diverse client portfolio and support team growth in a dynamic environment.
- Company: Join bk plus, a company that values inclusion and diversity.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Collaborative atmosphere with opportunities for career advancement.
- Why this job: Make a real impact by helping clients and mentoring junior team members.
- 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.
- 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 Relationship 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 Relationship 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 add value to their team.
✨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!
✨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. It shows initiative and enthusiasm, which we really appreciate.
We think you need these skills to ace Accounts Manager, Client Relationship Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Manager. Highlight your experience with managing client portfolios and any relevant tax knowledge. We want to see how you can bring value to our team!
Showcase Your Communication Skills: As a Client Manager, you'll be the go-to person for clients. Use your application to demonstrate your ability to communicate effectively, whether it’s through emails, meetings, or phone calls. Let us know how you handle client queries!
Highlight Team Collaboration: We love teamwork at StudySmarter! Share examples of how you've worked with others to achieve goals or support junior members. This shows us you're not just a lone wolf but someone who thrives in a collaborative environment.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at bk plus
✨Know Your Clients
Before the interview, research the types of clients the company manages. Familiarise yourself with their portfolio and think about how you can add value to those relationships. This will show your potential employer that you're proactive and genuinely interested in their business.
✨Brush Up on Compliance Knowledge
Make sure you're up to speed with UK accounting standards and tax regulations. Be prepared to discuss how you've ensured compliance in previous roles. This will demonstrate your expertise and reassure them that you can handle the responsibilities of the role.
✨Showcase Your Mentoring Skills
Since the 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, as this is crucial for the team's growth.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle client queries or difficult situations. Prepare specific examples from your past experiences that showcase your problem-solving skills and ability to maintain strong client relationships. This will help you stand out as a candidate who can manage a diverse portfolio effectively.