At a Glance
- Tasks: Manage a diverse portfolio of clients and provide valuable business advice.
- Company: Reputable accountancy practice known for high-quality service and collaboration.
- Benefits: Competitive salary, flexible working options, and clear career progression.
- Other info: Supportive team environment with ongoing professional development opportunities.
- Why this job: Be the trusted adviser for businesses and make a real impact.
- Qualifications: Strong knowledge of UK GAAP and experience in client management.
This is an excellent opportunity to join a well-established and highly regarded accountancy practice with a strong reputation for delivering high-quality service to a diverse client base. The firm works closely with SMEs, owner-managed businesses and high-net-worth individuals, offering a supportive and collaborative environment alongside a modern, forward-thinking approach.
As Client Manager, you will take ownership of a varied portfolio of clients, acting as their main point of contact and trusted adviser. You will be responsible for overseeing compliance work while adding real commercial value through proactive advice. Key responsibilities include:
- Managing a portfolio of owner-managed businesses across a range of sectors
- Reviewing statutory accounts, corporation tax computations and VAT returns
- Acting as the primary client contact, building strong and long-term relationships
- Providing business advice, including budgeting, forecasting and cashflow management
- Identifying tax planning opportunities and liaising with specialists where needed
- Managing workflow, deadlines and WIP across your portfolio
- Reviewing work of junior staff and supporting their development
- Supporting partners with ad hoc advisory and project-based work
Strong technical knowledge of UK GAAP, FRS102 and statutory accounts preparation is required, along with experience reviewing year-end accounts, corporation tax returns and management accounts. A solid understanding of corporation tax and working knowledge of personal tax is essential. You should have the ability to interpret financial data and provide commercially focused advice to clients, as well as experience acting as a key client contact, managing relationships independently.
Confidence using cloud-based accounting software such as Xero, QuickBooks or Sage is necessary, along with a proven ability to review and supervise work of junior team members. Strong organisational skills with the ability to manage multiple deadlines and a proactive, solutions-focused mindset with a genuine interest in adding value to clients are also important.
In return, you will receive a competitive salary depending on experience, flexible and hybrid working options, a clear progression pathway within a growing firm, varied and interesting client exposure, a supportive and collaborative team environment, and ongoing CPD and professional development.
If you’re interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Client Manager in Dorchester employer: Hays Accounts and Finance
Contact Detail:
Hays Accounts and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Dorchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field and let them know you're on the lookout 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 brushing up on your technical knowledge of UK GAAP and FRS102. Be ready to discuss how you've added value to clients in previous roles, as this will show you’re the proactive, solutions-focused candidate they’re after.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for openings that match your skills and interests, and tailor your approach to each company’s culture.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and how you can contribute to their team.
We think you need these skills to ace Client Manager in Dorchester
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 technical knowledge of UK GAAP and your experience with owner-managed businesses to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for this position. Share specific examples of how you've added value to clients in the past, especially in areas like budgeting and tax planning.
Showcase Your Soft Skills: We love candidates who can build strong relationships! Make sure to mention your ability to manage client relationships independently and your proactive approach to problem-solving.
Apply Through Our Website: For the best chance of success, apply directly through our website. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Hays Accounts and Finance
✨Know Your Numbers
Brush up on your technical knowledge of UK GAAP, FRS102, and statutory accounts preparation. Be ready to discuss specific examples from your past experience where you’ve successfully managed financial data and provided valuable insights to clients.
✨Build Rapport
As a Client Manager, relationship-building is key. Prepare to share how you've developed strong client relationships in the past. Think of anecdotes that highlight your ability to act as a trusted adviser and how you’ve added value through proactive advice.
✨Showcase Your Software Skills
Familiarity with cloud-based accounting software like Xero, QuickBooks, or Sage is crucial. Be prepared to discuss your experience with these tools and how they’ve helped you manage client portfolios effectively. Maybe even mention any tips or tricks you have for using them efficiently!
✨Demonstrate Your Leadership
You’ll be overseeing junior staff, so it’s important to show your leadership skills. Prepare examples of how you’ve supported team members in their development and how you’ve managed workflow and deadlines across your portfolio. Highlight your proactive approach to problem-solving!