At a Glance
- Tasks: Manage diverse client portfolios and ensure timely completion of accounting tasks.
- Company: Dynamic accountancy practice in Chorley with a focus on growth and improvement.
- Benefits: Competitive salary, flexible working, 23 days holiday, and a friendly work environment.
- Other info: Opportunity for professional development and a healthy work-life balance.
- Why this job: Join a growing firm and advance your career in a supportive atmosphere.
- Qualifications: Experience in accountancy practice and strong attention to detail required.
The predicted salary is between 35000 - 45000 £ per year.
Location: On site / St Thomas's Rd, Chorley PR7 1JE, UK
Job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Audit & Practice
Salary: Negotiable salary
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.
Responsibilities
- Understanding the nature of clients’ businesses and how they operate
- Keeping client promises and addressing client questions in a timely manner
- Planning monthly jobs in accordance with year ends
- 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
Qualifications
- 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.
Benefits
- This is a great opportunity to progress with your career in practice working for a Chorley based accountancy practice.
- The firm are looking to pay a competitive salary Dependent On Experience (DOE) and Qualifications (Q), flexible working, free parking.
- On top of this you will receive 23 days holiday plus bank holidays, 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.
We think you need these skills to ace Client Manager in Coppull
Client Management
Understanding of Business Operations
Timely Communication
Tax Return Preparation
Account Review and Presentation
Team Supervision
CCH Software Knowledge
