Client Manager in Farnworth

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.

Responsibilities

• 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 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

• 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 bank holidays.
• Additional annual leave days based on seniority.
• Option to buy up to 5 extra days of annual leave, reaching a maximum of 30 days per year.
• Business closure over the Christmas period.

If you’re interested in this role, apply now.