We are looking to recruit a Client Manager. You will be managing a varied client portfolios from sole traders, partnerships to limited companies. The firm offer 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
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
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. 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.
- competitive salary Dependant On Experience (DOE) and Qualifications (Q)
- flexible working
- free parking
- 23 days holiday plus bank holidays
- friendly working environment
- pension
- a healthy work life balance
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Client Manager in Healey employer: bk plus
At bk plus, we pride ourselves on being an excellent employer, offering a supportive work culture that fosters professional growth and development. Our Birmingham office provides a dynamic environment where you can thrive, with opportunities for continuous learning and a diverse client portfolio that keeps your work engaging and meaningful. Join us to be part of a team that values your contributions and encourages a healthy work-life balance.
