At a Glance
- Tasks: Manage diverse client portfolios and build strong relationships with clients.
- Company: Dynamic accountancy practice focused on growth and inclusivity.
- Benefits: Competitive salary, flexible working, 23 days holiday, and a friendly environment.
- Other info: Emphasis on diversity and inclusion, fostering a welcoming workplace.
- 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 28800 - 48000 £ 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, focusing on the development and maintenance of strong relationships. 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
- Meeting monthly planning targets
- 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 is 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, a 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
At bk plus, we pride ourselves on being an exceptional employer, offering our Audit Associates a supportive environment in High Wycombe where they can thrive professionally. With access to experienced mentors, diverse client exposure, and a strong commitment to employee well-being through benefits like gym discounts and a cycle-to-work scheme, we foster a culture of growth and inclusivity that empowers our team members to excel in their careers.
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 in the industry and let them know you're on the hunt for a Client Manager role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their services and how you can add value. This will help you stand out and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your previous experience aligns with managing client portfolios. Highlight your skills in building relationships and meeting deadlines, as these are key for a Client Manager.
✨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 managing client portfolios and any relevant software knowledge, like CCH, to show us you’re a great fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client management and how you can contribute to our team. Be sure to mention your ability to build strong client relationships and meet deadlines.
Showcase Your Attention to Detail:In the world of accounting, attention to detail is key. When filling out your application, double-check for any typos or errors. This will demonstrate to us that you take pride in your work and understand the importance of accuracy.
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. Plus, we love seeing applications come through our own platform!
How to prepare for a job interview at bk plus
✨Know Your Clients
Before the interview, take some time to research the types of clients the firm works with. Understanding their business models and challenges will help you demonstrate your ability to manage a varied portfolio effectively.
✨Showcase Your Experience
Be ready to discuss your previous experience in accountancy practices. Highlight specific examples where you've successfully managed client relationships or completed complex tasks, like Personal Tax Returns or account presentations.
✨Demonstrate Team Leadership Skills
Since the role involves supervising team members, prepare to share instances where you've led a team or collaborated effectively. This shows that you can not only manage clients but also guide your colleagues.
✨Familiarise Yourself with CCH Software
If you have experience with CCH software, make sure to mention it. If not, consider brushing up on its features. Showing a willingness to learn and adapt to new tools can set you apart from other candidates.
