At a Glance
- Tasks: Manage diverse client portfolios and build strong relationships.
- Company: Join a growing accountancy practice in Chorley with a friendly vibe.
- Benefits: Competitive salary, flexible working, 23 days holiday, and free parking.
- Other info: Dynamic team atmosphere with opportunities for professional growth.
- Why this job: Great chance to advance your career in a supportive environment.
- Qualifications: Experience in accountancy and strong attention to detail required.
The predicted salary is between 35000 - 45000 £ per year.
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.
As a client manager, you will be in charge of your own portfolio of clients, focusing on the development and maintenance of strong relationships. Your role will include:
- Understanding the nature of clients' businesses and how they operate
- Keeping client promises and addressing clients' questions in a timely manner
- Planning monthly jobs in accordance with year ends
- Meeting monthly planning targets
- Completing Personal Tax Returns for portfolio clients in conjunction with the completion of accounts
- Reviewing, completing and presenting accounts to clients
- Supervising team members to ensure timely completion of planned work
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. Additionally, you should have good Microsoft Excel skills and be able to work individually or as part of a team.
What you'll get in return: This is a great opportunity to progress with your career in practice working for a Chorley based accountancy practice. The firm is looking to pay a competitive salary Dependant On Experience (DOE) and Qualifications (Q), flexible working, free parking. You will receive 23 days holiday plus bank holidays, a 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.
Client Manager employer: Occupop
At Occupop, we pride ourselves on being an excellent employer, offering a supportive and friendly working environment in Chorley, Lancashire. As a Client Manager, you will enjoy a competitive salary, flexible working arrangements, and ample opportunities for professional growth within our expanding firm. With a focus on maintaining strong client relationships and a commitment to work-life balance, we ensure that our employees thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Client Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their services and think about how your experience aligns with their needs. This will help you stand out and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your ability to manage client relationships and meet deadlines, as these are key for a Client Manager.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Manager role. Highlight your experience in managing client portfolios and any relevant skills, like your knowledge of CCH software or Microsoft Excel. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've built strong client relationships and met deadlines in previous roles. Let us know what makes you tick!
Showcase Your Attention to Detail:As a Client Manager, attention to detail is key. In your application, make sure to demonstrate this skill. Whether it's through your CV formatting or the clarity of your cover letter, we want to see that you take pride in your work.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Occupop
✨Know Your Clients
Before the interview, take some time to research the types of clients the company works with. Understanding their business models and challenges will help you demonstrate your ability to manage a varied client portfolio effectively.
✨Showcase Your Experience
Be ready to discuss your previous experience in accountancy practices. Highlight specific examples where you've successfully managed client relationships, met deadlines, or used CCH software. This will show that you’re not just a good fit but also have the relevant skills.
✨Prepare for Technical Questions
Expect questions related to personal tax returns, account completion, and compliance. Brush up on these topics so you can confidently answer any technical queries. It’s also a good idea to prepare a few questions of your own about their processes.
✨Demonstrate Team Leadership
Since the role involves supervising team members, be prepared to discuss your leadership style. Share examples of how you've motivated a team or ensured timely completion of work. This will show that you can handle both individual tasks and team dynamics.
