Client Manager in Milton Keynes

Client Manager in Milton Keynes

Milton Keynes Full-Time 45000 - 55000 £ / year (est.) Home office (partial)
Clear Legal & Financial Recruitment

At a Glance

  • Tasks: Manage a diverse portfolio of clients and provide top-notch accountancy and tax advice.
  • Company: A growing and ambitious accountancy practice with a focus on client relationships.
  • Benefits: Enjoy hybrid working, flexible hours, and a range of health and wellness perks.
  • Other info: Great opportunities for career progression in a supportive environment.
  • Why this job: Join a dynamic team and make a real impact on clients' business success.
  • Qualifications: ACCA/CTA qualified or equivalent experience with 5+ years in accountancy.

The predicted salary is between 45000 - 55000 £ per year.

My client, a growing and ambitious accountancy practice, is looking to appoint an experienced Client Manager to join their team and take responsibility for managing a diverse portfolio of clients, providing a high level of service and delivering commercial accountancy and tax advice.

This is an excellent opportunity for an experienced practice professional who enjoys building strong client relationships, managing a portfolio and supporting the continued growth of a successful firm.

The Role

  • Managing a portfolio of SME and owner-managed business clients, acting as a trusted advisor
  • Building and maintaining strong client relationships and providing proactive advice
  • Preparing and reviewing accounts, tax returns and other compliance work
  • Providing corporate and personal tax advisory support where required
  • Identifying opportunities to add value and support clients with their business goals
  • Managing client deadlines, workflow, WIP, recoverability and billing
  • Reviewing work prepared by junior members of the team and providing guidance where required
  • Supporting the development and mentoring of junior staff
  • Working collaboratively with partners and senior managers to deliver an excellent client experience
  • Utilising technology and improving processes to enhance efficiency and service delivery

The Ideal Candidate

  • ACCA and/or CTA qualified (or qualified by experience)
  • 5+ years’ experience within a UK accountancy practice environment
  • Strong experience managing a portfolio of SME and owner-managed business clients
  • Good knowledge of accounts preparation and corporate/personal tax compliance
  • Experience providing advisory support and adding commercial value to clients
  • Strong communication and relationship-building skills
  • Ability to manage workloads, deadlines and client expectations effectively
  • A commercially minded individual with the ambition to progress within a growing firm

Benefits include

  • Hybrid working and flexible hours
  • Annual bonus scheme
  • Private healthcare / BUPA Cash Plan
  • Enhanced pension contribution
  • Death in service cover
  • Employee Assistance Programme
  • 25 days annual leave + bank holidays (with option to buy/salary sacrifice additional days)
  • Electric vehicle scheme
  • Professional subscriptions
  • Genuine progression opportunities within a growing firm

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please

Note: Due to the number of applications we receive we may be unable to respond to every application directly.

If you have not heard from us within 3 working days please assume your application has been unsuccessful

Client Manager in Milton Keynes employer: Clear Legal & Financial Recruitment

Clear Legal & Financial Recruitment is an excellent employer for Junior Family Solicitors, offering a supportive team environment in the vibrant city of Liverpool. With 25 days of holiday and ample professional development opportunities, employees are encouraged to grow their careers in Family law while enjoying a healthy work-life balance. The firm's commitment to excellent client care and varied caseloads ensures that every day brings meaningful and rewarding challenges.

Clear Legal & Financial Recruitment

Contact Details:

Clear Legal & Financial Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Manager in Milton Keynes

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Clear Legal & Financial Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Client Manager in Milton Keynes

Client Relationship Management
Accountancy Knowledge
Tax Compliance
Advisory Skills
Portfolio Management
Communication Skills
Workflow Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clear Legal & Financial Recruitment.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Clear Legal & Financial Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Clear Legal & Financial Recruitment

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clear Legal & Financial Recruitment.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Clear Legal & Financial Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Clear Legal & Financial Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.