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- Tasks: Manage client portfolios, prepare financial reports, and support junior team members.
- Company: Dynamic accounting firm with a focus on client satisfaction and teamwork.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a vibrant team and make a real difference in clients' financial success.
- Qualifications: 2-3 years in accounting, GCSEs in Maths and English, and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
Location: Plymouth
Workplace Type: On-site with flexible working
Employment Type: Full-time
Main purpose of job: To provide a seamless client experience whilst offering support to both more junior and senior team members.
Reports to: Pod Leader/ Associate Director
Department: Accounting and Business Services
Duties & Key Responsibilities:
- Client manager responsibilities for a portfolio of clients
- Preparation of proposals for new and existing clients
- Preparation and reviewing of VAT returns
- Preparation and reviewing of management accounts
- Preparation of CIS returns
- Preparation of statutory reporting
- Year-end opening balance adjustments
- Preparation of Corporation Tax returns
- Company secretarial services
- Reviewing work from a Client Assistant and Semi Senior prior to publishing this within Xero or relevant accounting system
- Go to person for client queries and running client meetings
- Software support for clients Xero and app setups/training
- Budgets/forecasts with clients
- Training Client Assistant and Semi Senior Adviser roles
- Ad hoc projects
General Responsibilities:
- Managing clients expectations and delivery of up-to-date financials on time, every time.
- Managing and utilising other team members to deliver client work, including Client Assistant and Client Semi Senior levels
- Working on a portfolio of clients specifically Owner/Managed businesses from Sole Trade, Partnerships to Limited Companies and groups
- Ensuring Assignments are completed in accordance with the firm’s standard procedures and confirming arrangements with the client and other internal departments, including costs and billing arrangements
- Ensure assurance quality at all times and compliance with the firm’s procedures
- Identify and resolve key accounts, tax matters and contentious items, in consultation with the client and manager
- Responsible for planning non-complex assignments, taking responsibility for achieving agreed budgets and meeting deadlines
- CPD and ongoing training
- Ensure confidentiality of sensitive client data
- Direct communication with clients
- Client onboarding process
- WIP review and billing
- Identify opportunities to improve/streamline internal processes
- Identify opportunities to upsell/cross-sell other WPL services across the group
- Technology expert ability to train others within the team and clients alike, on accounting systems and add-ons within our preferred app-stack
- To act in accordance with the business values and competency framework
Skills & Abilities:
- Ability to communicate with direct line managers
- Ability to communicate clearly and concisely with clients
- Ability to outline objectives for more junior team members, articulating the budget, requirement and deadlines concisely
- Good accounting knowledge specifically FRS 102 + 1a
- Use of IRIS, Xero, Excel preferable but not essential
Knowledge & Experience:
- GCSEs (or equivalent) in Maths, English
- Previous experience within an accounting practice 2-3 years minimum
- An accounting qualification
Personal Attributes:
- Attention to detail
- Team player/social
- Good communicator
- Articulate
- Ability to manage workloads
- Ability to meet deadlines
- Ability to train others
Client Manager employer: R&A Talent Aquisition Partners Ltd
Contact Detail:
R&A Talent Aquisition Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Client Manager role.
✨Tip Number 2
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or family. Focus on common questions related to client management and accounting. This will help you feel more confident when it’s your turn to shine.
✨Tip Number 3
Show off your skills! When you get the chance, demonstrate your knowledge of accounting software like Xero. Bring examples of how you've used it in past roles to improve processes or client experiences. This will set you apart from the competition.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation. It shows you're genuinely interested in the position and keeps you fresh in their minds. Plus, we love seeing candidates who take initiative!
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Manager role. Highlight your relevant experience in managing client portfolios and preparing financial documents, as this will show us you understand what we're looking for.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past work that relate to the duties mentioned in the job description, like preparing VAT returns or managing client expectations. This helps us see how you can fit into our team.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and experiences. This makes it easier for us to see your potential.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at R&A Talent Aquisition Partners Ltd
✨Know Your Clients
Before the interview, research the company’s client portfolio and understand their key industries. This will help you demonstrate your knowledge of client management and how you can contribute to enhancing their experience.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with accounting software like Xero and IRIS. Highlight any specific projects where you’ve used these tools to improve processes or train others, as this aligns with the job's requirements.
✨Prepare for Scenario Questions
Expect questions about managing client expectations and resolving issues. Think of examples from your past experiences where you successfully navigated challenges, showcasing your problem-solving skills and ability to communicate effectively.
✨Demonstrate Team Leadership
Since the role involves training junior team members, be ready to talk about your leadership style. Share instances where you’ve guided others, managed workloads, or contributed to team success, emphasising your collaborative approach.