At a Glance
- Tasks: Manage client portfolios and ensure seamless financial reporting and support.
- Company: Dynamic accounting firm with a focus on teamwork and client satisfaction.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Great opportunity to develop your skills 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.
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
- GCSE’s (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
Refer to competency framework for specific behavioural indicators.
Client Manager in Plymouth employer: R&A Talent Aquisition Partners Ltd
R&A Talent Acquisition Partners Ltd is an excellent employer, offering a dynamic work culture in Guildford that prioritises employee growth and development. With opportunities to manage your own portfolio and lead a team, you will benefit from a supportive environment that encourages professional advancement while fostering strong client relationships. The company values proactive individuals who are eager to contribute to a collaborative team atmosphere, making it a rewarding place for those seeking meaningful employment.
Contact Details:
R&A Talent Aquisition Partners Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager in Plymouth
✨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 and articulate during the real deal.
✨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 other candidates.
✨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 keen and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the job!
We think you need these skills to ace Client Manager in Plymouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Client Manager role. Highlight your experience with client management, accounting software like Xero, and any relevant qualifications. 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 tell us why you're passionate about this role and how your skills align with our needs. Be sure to mention your experience in managing client expectations and delivering financials on time.
Showcase Your Communication Skills:As a Client Manager, clear communication is key. In your application, demonstrate your ability to articulate ideas concisely and effectively. Share examples of how you've successfully communicated with clients or trained team members in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it shows you're keen on joining the StudySmarter family!
How to prepare for a job interview at R&A Talent Aquisition Partners Ltd
✨Know Your Numbers
Brush up on your accounting knowledge, especially FRS 102 + 1a. Be ready to discuss your experience with VAT returns, management accounts, and Corporation Tax returns. This will show that you’re not just familiar with the basics but can handle the specifics of the role.
✨Showcase Your Communication Skills
As a Client Manager, clear communication is key. Prepare examples of how you've effectively communicated with clients and team members in the past. Think about times when you’ve managed expectations or resolved queries, as these will highlight your ability to articulate complex information simply.
✨Demonstrate Team Leadership
Be ready to talk about your experience in training and guiding junior team members. Share specific instances where you’ve outlined objectives and helped others meet deadlines. This will illustrate your capability to lead and support a team, which is crucial for this role.
✨Prepare for Technical Questions
Familiarise yourself with Xero and any other relevant accounting software mentioned in the job description. You might be asked to explain how you would train clients or team members on these systems, so having a solid understanding will give you an edge.
