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- Tasks: Manage client accounts and provide tailored financial advice with professionalism.
- Company: Join a growing accountancy practice focused on trust and transparency.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Make a real impact by helping clients navigate their financial journeys.
- Qualifications: ACA/ACCA qualified or equivalent experience in accountancy.
- Other info: Dynamic team environment with a focus on client relationships and collaboration.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Description
R T Marke, part of the Sumer group, is a growing accountancy practice dedicated to providing clear, reliable, and proactive financial services to individuals and businesses. We pride ourselves on delivering tailored accounting solutions and building strong client relationships based on trust, transparency, and expertise.
Department: Accounting
Location: Bideford
We are seeking a Client Accounts Manager to join our team, managing a portfolio of clients and ensuring their accounting, tax, and advisory needs are met with professionalism and care.
Key Responsibilities
- Manage a portfolio of clients, acting as their main point of contact.
- Oversee the preparation and review of statutory accounts, management accounts, VAT returns, and tax filings.
- Provide proactive advice on tax planning, cash flow, and business growth strategies.
- Ensure all compliance deadlines are met and work is delivered accurately and on time.
- Build and maintain strong client relationships through regular communication.
- Identify opportunities to provide added value through advisory services.
- Support new client onboarding and ensure a smooth transition.
- Stay updated on accounting standards, tax legislation, and compliance requirements.
- Collaborate with colleagues to improve processes and deliver an excellent client experience.
Skills, Knowledge & Expertise
We’re looking for someone who brings both technical expertise and strong people skills.
Skills & Experience
- ACA/ACCA qualified (or equivalent), or qualified by experience in practice.
- Proven experience managing a portfolio of clients within an accountancy firm.
- Sound knowledge of UK accounting standards, tax compliance, and financial reporting.
- Proficient in accounting software (e.g., \”Xero\”, \”QuickBooks\”, \”Sage\”) and MS Office.
- Excellent organisational skills with the ability to prioritise workload and meet deadlines.
Personal Attributes
- Client-focused, with strong communication and relationship management skills.
- Detail-oriented, accurate, and proactive in problem-solving.
- A trusted advisor who can explain complex issues clearly.
- Professional, approachable, and collaborative.
- Commercially aware with the ability to spot opportunities to support client growth.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Sales and Business Development
Industries
- Accounting
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Client Accounts Manager employer: R T Marke & Co Ltd
Contact Detail:
R T Marke & Co Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Accounts Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accounting field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they approach client relationships. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience managing client portfolios aligns with their needs. Highlight your proactive approach to problem-solving and your ability to build strong client relationships – these are key for a Client Accounts Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. So, go ahead and submit your application today!
We think you need these skills to ace Client Accounts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Accounts Manager. Highlight your experience managing client portfolios and any relevant qualifications like ACA or ACCA. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at R T Marke. Share specific examples of how you've built strong client relationships and provided proactive advice in your previous roles.
Showcase Your Software Skills: Since we use accounting software like Xero and QuickBooks, mention your proficiency with these tools. If you have experience with MS Office, don’t forget to include that too! We love seeing candidates who are tech-savvy.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at R T Marke & Co Ltd
✨Know Your Numbers
Make sure you brush up on your accounting knowledge, especially UK accounting standards and tax compliance. Be ready to discuss specific examples from your experience managing client portfolios and how you've navigated complex financial situations.
✨Showcase Your Client Relationship Skills
Prepare to share stories that highlight your ability to build and maintain strong client relationships. Think about times when you provided proactive advice or added value to a client's business – these examples will demonstrate your client-focused approach.
✨Be Familiar with the Tools of the Trade
Since proficiency in accounting software is key, make sure you're comfortable discussing your experience with tools like Xero, QuickBooks, or Sage. If you have any tips or tricks for using these platforms effectively, don’t hesitate to share them during the interview.
✨Stay Current and Compliant
Show that you’re up-to-date with the latest accounting standards and tax legislation. You might want to mention any recent changes you've adapted to or how you ensure compliance deadlines are met, as this will reflect your commitment to professionalism and accuracy.
