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- Tasks: Manage client portfolios, review accounts, and ensure deadlines are met.
- Company: Reputable accounting practice with a 5-star industry reputation.
- Benefits: Competitive salary, hybrid working, generous holidays, and flexible hours.
- Why this job: Join a dynamic team and make a real impact in client management.
- Qualifications: AAT/ACCA/ACA qualified with 3-4 years of practice experience.
- Other info: Opportunities for career progression and specialist work.
The predicted salary is between 33900 - 45600 £ per year.
RECfinancial are currently partnering with this North Leicestershire based Practice as they look to recruit an experienced Client Manager to join their team. This well established Practice is proud of its 5* reputation within the industry. They specialise in providing accounting and tax services to numerous businesses across the East Midlands, from Sole Traders to Limited Companies.
As a Client Manager, your role will see you take control of a portfolio of clients, manage staff and maintain healthy relationships with old, new and clients. You may already be in a similar role, or be looking to progress your current position as a Senior. Your role as the Client Manager will also involve:
- Reviewing accounts following preparation to draft stage and calculate tax liabilities
- Liaising with clients to ensure accounts finalised for partner meeting
- Ensuring all stat deadlines are met within your portfolio
- Preparation of self assessment returns for directors / shareholders within your portfolio
- Being first point of contact for clients
- Responsibility for own billing and time management
- Audit work including statutory audits, SAR and grant audits
- Opportunities to develop own portfolio further and take meetings
- Opportunities to do specialist work such as forecasting, business valuations, EMI schemes
What do we want in the Client Manager:
- Ideally fully AAT / ACCA or ACA qualified
- Minimum 3/4 years in Practice
- A real team player, lone rangers need not apply
- Super communication skills
- The ability to deliver and maintain an excellent service
- Demonstrable skills in a similar role
- Strong systems skills, Sage / Xero / Quickbooks are desirable
What do we offer for the Client Manager:
- £39000 - £48000 (DOE)
- Hybrid working (after probation)
- Generous holidays
- Flexible hours (early finish Friday)
- Career progression
- Parking
- Pension
For further information on this fabulous opportunity, call Neil or email for further information.
Client Manager employer: RECfinancial
Contact Detail:
RECfinancial Recruiting Team
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 as someone who’s genuinely interested in joining their team.
✨Tip Number 3
Practice your communication skills! As a Client Manager, you’ll need to build strong relationships, so work on articulating your thoughts clearly and confidently. Consider mock interviews with friends or using online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining the team!
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 qualifications like AAT, ACCA, or ACA. We want to see how your skills match what we're looking for!
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. Mention your communication skills and how you’ve maintained excellent client relationships in the past. Let us know why you’re excited about this opportunity!
Showcase Your Systems Skills: Since we value strong systems skills, make sure to mention your experience with software like Sage, Xero, or Quickbooks. If you've done any audit work or statutory audits, 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 helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at RECfinancial
✨Know Your Numbers
As a Client Manager, you'll be dealing with accounts and tax liabilities, so brush up on your financial knowledge. Be prepared to discuss specific examples of how you've managed client portfolios and ensured deadlines are met. This shows you’re not just familiar with the numbers but can also handle the pressure.
✨Showcase Your Communication Skills
Since communication is key in this role, think of instances where you've successfully liaised with clients or resolved conflicts. Practise articulating these experiences clearly, as it will demonstrate your ability to maintain healthy relationships with clients, which is crucial for the job.
✨Familiarise Yourself with Relevant Software
The job mentions systems like Sage, Xero, and Quickbooks. If you have experience with these, great! If not, take some time to learn the basics. Being able to talk about how you’ve used these tools in past roles will give you an edge and show your willingness to adapt.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare thoughtful questions about the practice's approach to client management or their expectations for the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.