Client Manager

Client Manager

Leeds Full-Time 40000 - 50000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage your own client portfolio and mentor junior team members.
  • Company: Join a modern, growing firm of Chartered Accountants in Leeds.
  • Benefits: Enjoy flexible hybrid working, 25 days leave, and corporate perks.
  • Why this job: Be part of an exciting growth phase with long-term career opportunities.
  • Qualifications: ACA or ACCA qualified with experience in accounting practice.
  • Other info: Salary ranges from £40,000 to £50,000 per annum.

The predicted salary is between 40000 - 50000 £ per year.

Job Description

Incredible opportunity for a Client Manager to join a modern and growing firm of Chartered Accountants based in Leeds.This multi-site firm offer a range of services for their variety of clients, whilst maintaining a professional and proactive approach. Continually growing, there are long-term career opportunities at this firm, and you will be joining during an exciting period of growth. As a Client Manager, you will be responsible for:

  • Managing your own portfolio of clients.
  • Reviewing and preparing annual accounts.
  • Mentoring junior members of the team and supervising tasks to ensure client’s needs are met.
  • Being involved in practice and workflow management.

To successfully apply for this Client Manager role, ideally you should meet the following:

  • Be ACA or ACCA qualified.
  • Have experience working as a Senior Accountant / Client Manager in Practice.
  • Experience working with IRIS, Quickbooks, or Xero would be beneficial, but not essential.
  • Demonstrate the ability to manage and support junior members of the team.
  • Experience in Microsoft Excel, Word, and Outlook.

What’s on offer?

  • Flexible working times.
  • Hybrid working (2 days at home, 3 in the office)
  • On-site parking
  • 25 days annual leave + bank holidays
  • Group income protection.
  • Group Life Assurance
  • Birthday off work
  • Benefits Discount Portal
  • Salary from £40,000p/a to £50,000p/a.

If you are interested in this Client Manager position or would like any further information, please contact Leah Mason at IPS Finance. IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.

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Contact Detail:

IPS Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Manager

✨Tip Number 1

Network with professionals in the accountancy field, especially those who work at or have connections to the firm you're applying to. Attend industry events or join relevant online forums to make valuable contacts that could help you get noticed.

✨Tip Number 2

Familiarise yourself with the firm's values and recent developments. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the company and its growth.

✨Tip Number 3

Prepare to discuss your experience with client management and mentoring. Think of specific examples where you've successfully supported junior team members or managed client portfolios, as these are key aspects of the role.

✨Tip Number 4

Showcase your technical skills by being ready to discuss your proficiency with accounting software like IRIS, Quickbooks, or Xero. Even if you haven't used them extensively, demonstrating a willingness to learn can set you apart.

We think you need these skills to ace Client Manager

Client Relationship Management
Portfolio Management
Financial Reporting
Mentoring and Coaching
Practice Management
Workflow Management
ACA or ACCA Qualification
Experience with Accounting Software (IRIS, Quickbooks, Xero)
Microsoft Excel Proficiency
Microsoft Word Proficiency
Microsoft Outlook Proficiency
Attention to Detail
Communication Skills
Problem-Solving Skills
Team Leadership

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your ACA or ACCA qualifications and relevant experience as a Senior Accountant or Client Manager. Emphasise your skills in managing client portfolios and mentoring junior team members.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to manage client accounts and your familiarity with tools like IRIS, Quickbooks, or Xero.

Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Excel, Word, and Outlook. Provide examples of how you've used these tools effectively in previous roles.

Showcase Your Management Experience: Detail your experience in mentoring and supervising junior staff. Use specific examples to illustrate how you have supported team members and ensured client needs are met.

How to prepare for a job interview at IPS Group

✨Showcase Your Qualifications

Make sure to highlight your ACA or ACCA qualifications during the interview. Be prepared to discuss how your education has equipped you with the skills necessary for managing client portfolios and preparing annual accounts.

✨Demonstrate Leadership Skills

As a Client Manager, mentoring junior team members is key. Share examples of how you've successfully supported and guided others in previous roles, showcasing your ability to lead and manage a team effectively.

✨Familiarise Yourself with Relevant Software

While experience with IRIS, Quickbooks, or Xero is beneficial, it's important to show your willingness to learn. If you're familiar with similar software, mention that and express your eagerness to adapt to new tools.

✨Prepare Questions About the Firm

Research the firm and prepare insightful questions about their growth and services. This shows your genuine interest in the role and helps you understand how you can contribute to their ongoing success.

Client Manager
IPS Group
Location: Leeds
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