Join a growing firm in Bolton as a client manager and take responsibility for managing a portfolio of well established clients, leading and developing the accounts team, and supporting the ongoing development and modernisation of the practice.
Client Details
Established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. The collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships.
Description
Key responsibilities of the Client Manager:
* Provide excellent service, support and business advice in a proactive manner for a well-established portfolio of limited company clients
* Build strong client relationships and identify new advisory opportunities.
* Support Portfolio Managers with more technically complex client accounting matters and help excel the team through training and leadership
* Take a lead role in managing client assignments for your the portfolio from the planning stage all the way through to delivery to client; including statutory and management accounts, corporation tax, personal tax and VAT computations and returns
* Analyse financial information to provide specialised tailored advisory services to clients
* Oversee compliance delivery and monitor deadlines for all your client portfolio jobs, including accounts, VAT, tax returns, CS01's etc
* Manage, lead, develop and monitor performance of a team of senior and junior members to ensure standards, compliance and service are maintained
* Provide advice to clients regarding tax planning including remuneration strategy, pension contributions, capital assets etc
* Liaise with credit control department to ensure services are provided, billed and our credit control policy is adhered to
* Liaise with personal tax manager on self assessment preparation for your portfolio of clients as well as with the wider tax specialist team on specific client tax matters
* Support implementation of new technologies and working practices
* Lead on project management such as process improvements and standardisation across the practice
* Involvement with business development initiatives
* Support onboarding of new clients and identify growth opportunities within the practice
* Attend and conduct client meetings when required
* Set and maintain the highest standard of quality to all clients
* Set an example for the team as a natural leader
Profile
A successful Client Manager should have:
* Minimum ACCA/ACA qualified with experience within a general practice
* Strong all-round technical knowledge across accounts preparation and taxation
* Good understanding of personal tax
* Strong technical knowledge of FRS 102 reporting standards
* Strong organisational and leadership capability; managing staff and reviewing work
* Excellent communication and client relationship management skills
* A proactive and commercially minded approach
* Proven experience of managing own portfolio of clients
* Experience of using cloud accounting software (Xero essential) and knowledge of accounting support software (examples: Dext, CCH etc)
* Can do attitude with exceptional communication and organisational skills
* A compassionate leader, able to inspire and motivate junior members of the team and enthusiastic about developing and mentoring
* Passion for speaking to clients and to provide excellent customer service
Job Offer
- Salary ranging from £60,000 to £70,000, dependent on the level of experience.
- Company pension scheme.
- 25 days of annual leave plus
Client Manager in Bolton employer: Michael Page Finance
Join a leading accountancy practice in Exeter, where you will be part of a dynamic and supportive work culture that prioritises employee growth and development. With a diverse client portfolio and a strong team of tax professionals, this firm offers meaningful career progression opportunities and the flexibility of part or full-time hours, making it an excellent employer for those seeking a rewarding role in personal tax management.
