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For Companies At a Glance
- Tasks: Manage client services and lead a team to deliver exceptional results.
- Company: Dynamic firm with a focus on client satisfaction and team collaboration.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Join a team where your leadership can make a real difference for clients.
- Qualifications: ACA/ACCA qualified with 5+ years of experience in client management.
- Other info: Opportunity for career advancement in a thriving company.
The predicted salary is between 30000 - 50000 £ per year.
CLIENT MANAGER
ACA/ACCA qualified with at least 5 years at Senior Accountant level with a proven record for managing clients and staff.
Job Specification: Main Responsibilities of the post
To work closely with The Partners managing client services.
You will be an experienced manager who can consistently demonstrate that you can be relied upon to deliver work to the highest standards, on time and to budget.
Highly motivated, capable of developing your own business skills and contributing to the firm’s growth either by taking the initiative with new business ideas or in supporting the partners with current ideas.
To assist with clients’ Accounts, Taxation and other records.
Manage and supervise the team.
To offer advice an answer queries for clients.
Any other ad hoc tasks
To be responsible for:-
Reporting directly to and working closely with the partners to manage a portfolio of clients ensuring that all deadlines are met, the work is carried out within budget and the job is completed efficiently.
First point of contact for clients along with Partners.
New client: –
New Client form completed and saved in X/C&S-Admin and Practice/New client ID & Forms
ID scan passport/driving licence and utility and save in the same folder until Admin complete and move to client folder.
Oversee engagement and advise Admin for clearance letter to previous accountants
64-8 completion and issue to Admin to send.
Client Work in Progress
Oversee staff chasing clients’ documents for VAT, accounts and Tax.
Co-ordinating WIP for accounts/VAT team and distribute work to the staff. Brief the staff completing the task ensuring time, notes on the file from previous years and any other points are discussed. Offer guidance on processing through to completion.
Client reviews. Review work completed by VAT, accounts and tax – update the Managers Notes for review back to staff ensuring the tasks have been completed in a timely manor and pass completed accounts through to Partners.
Completion of accounts – Oversee the completion of the accounts, uploaded to HMRC, Co. House and issue annual fee, company secretarial and letter to the client for signature along with bounds.
Client meetings: Arrange client meetings to discuss accounts and other business periodically as required. Add Partner to meeting who will decide if they want to attend.
Supervise the follow up of client signatures through Admin.
Client Fees – Annual reviews of fees for all department and assist with credit control when required.
Payroll department: coordinate with payroll for Directors annual salary and other payroll issues that may arise.
Billing – oversee VAT and Accounts billing and monitor WIP for write offs and productivity.
Other tasks you may be involved in: –
P11d
Doctors Superannuation
Audit
Probate
Trust
Tax investigations, due diligence, mortgage/loan applications
Training and mentoring of staff including annual appraisals.
Recruitment: assisting in interviews and recruitment of staff.
Firm Procedures: review and implement changes to procedures relevant to your department
Client Manager employer: Si Recruitment
Contact Detail:
Si Recruitment 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 and let them 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. Show us that you understand their needs and how you can manage client services effectively. Tailor your responses to highlight your experience in managing clients and staff.
✨Tip Number 3
Practice your pitch! Be ready to explain how your ACA/ACCA qualifications and senior accountant experience make you the perfect fit for the role. Confidence is key, so rehearse with a friend or in front of the mirror.
✨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 connect directly with us.
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 ACA/ACCA qualifications and relevant experience managing clients and staff. We want to see how your background aligns with 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 the role and how your experience can benefit us at StudySmarter. Keep it engaging and personal – we love a bit of personality!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples that demonstrate your success in managing client services and leading teams. Numbers and results speak volumes, so let us know what you’ve accomplished!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Si Recruitment
✨Know Your Numbers
As a Client Manager, you'll need to showcase your financial acumen. Brush up on key metrics and figures relevant to the role, such as client retention rates and revenue growth. Being able to discuss these confidently will impress your interviewers.
✨Demonstrate Leadership Skills
Since the role involves managing clients and staff, be prepared to share examples of how you've successfully led teams in the past. Think about specific challenges you faced and how you overcame them, highlighting your ability to motivate and guide others.
✨Understand the Company Culture
Research the company’s values and culture before the interview. This will help you tailor your responses to align with what they’re looking for in a Client Manager. Showing that you fit into their culture can set you apart from other candidates.
✨Prepare Thoughtful Questions
At the end of the interview, you’ll likely have the chance to ask questions. Prepare insightful ones that show your interest in the role and the company. For example, ask about their approach to client management or how they measure success in this position.
