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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: Collaborative culture 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 35000 - 45000 £ 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.
Client Manager in Cheltenham employer: bk plus
Contact Detail:
bk plus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land 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
Practice your pitch! When you get the chance to chat with potential employers, make sure you can clearly explain how your experience aligns with managing client portfolios and supporting team growth. Confidence is key!
✨Tip Number 3
Show off your skills! If you have any relevant projects or achievements, be ready to discuss them in detail. Whether it’s reviewing accounts or mentoring junior staff, let them know how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. It shows initiative and enthusiasm, which we really appreciate.
We think you need these skills to ace Client Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Manager role. 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 primary point of contact for clients. Use your application to demonstrate your communication skills, whether it's through clear writing or examples of how you've handled client queries in the past.
Highlight Team Collaboration: We love teamwork at StudySmarter! Mention any experiences where you've worked collaboratively with others, especially in mentoring or supporting junior team members. This shows us you're a great fit for our inclusive culture.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do!
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 both corporate and personal tax matters, as well as any recent changes in UK accounting standards. This will show your potential employer that you’re proactive and genuinely interested in their client base.
✨Showcase Your Mentoring Skills
Since the role involves supporting junior team members, be prepared to discuss your experience in mentoring or training others. Think of specific examples where you've helped someone develop their skills or overcome challenges. This will demonstrate your leadership qualities and commitment to team growth.
✨Prepare for Client Scenarios
Anticipate questions about how you would handle client queries or meetings. Consider preparing a few scenarios where you successfully resolved issues or identified planning opportunities for clients. This will highlight your problem-solving skills and ability to build strong client relationships.
✨Emphasise Collaboration
The job requires working closely with other managers and teams. Be ready to share examples of how you've collaborated in the past, whether it was on projects or to meet deadlines. This will illustrate your teamwork skills and your understanding of the importance of a cohesive work environment.