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For Companies At a Glance
- Tasks: Manage client relationships and deliver top-notch accountancy services.
- Company: Dynamic firm focused on client success and professional growth.
- Benefits: Competitive salary, flexible hours, and opportunities for career advancement.
- Why this job: Join a team where your skills can make a real difference for clients.
- Qualifications: Experience in client-facing roles and strong knowledge of accountancy.
- Other info: Collaborative environment with a focus on continuous improvement and learning.
The predicted salary is between 28800 - 48000 £ per year.
The Client Manager is responsible for managing and developing a portfolio of clients, delivering high-quality accountancy and advisory services, and building long-term client relationships. The role contributes to business growth by ensuring excellent client service, identifying commercial opportunities, and delivering work efficiently within agreed budgets and deadlines.
Key Responsibilities
- Manage and develop strong, long-term relationships with a portfolio of clients.
- Deliver high-quality compliance and advisory services in line with professional standards and client expectations.
- Identify opportunities to provide additional services to existing clients and contribute to business development activities.
- Ensure all work is completed accurately, efficiently, and within agreed timescales and budgets.
- Maintain a proactive approach to client service, addressing queries and issues promptly and professionally.
- Work collaboratively with colleagues and senior management to support the firm’s objectives and business plans.
- Contribute to the development and improvement of internal systems, processes, and best practices.
- Maintain up-to-date knowledge of relevant legislation, regulations, and industry developments.
- Use accounting and reporting software effectively to analyse financial information and support client decision-making.
- Demonstrate strong communication and interpersonal skills when dealing with clients and internal stakeholders.
Key Duties
- Manage a portfolio of clients, acting as a primary point of contact and ensuring regular communication.
- Prepare, review, and finalise statutory accounts and supporting documentation in accordance with agreed deadlines and budgets.
- Prepare business and personal tax computations for review.
- Prepare, review, or oversee the preparation and submission of VAT returns.
- Maintain or oversee the maintenance of clients’ accounting records and management information.
- Prepare periodic management accounts and performance reports (monthly, quarterly, or half-yearly) where required.
- Provide clients with practical advice to improve profitability, cash flow, and overall financial performance.
- Identify and escalate any issues that may impact delivery timescales or budgets.
- Resolve client queries prior to final review and client meetings.
- Attend meetings with clients, both remotely and at client premises, as required.
- Support and contribute to ad-hoc projects and assignments.
- Carry out other reasonable duties as required in line with the needs of the business.
Skills and Experience
- Previous experience in a client-facing role within accountancy or professional services.
- Strong technical knowledge of accounts preparation, taxation, and compliance requirements.
- Commercially aware, with the ability to identify opportunities to add value to clients.
- Confident using accounting and reporting software and Microsoft Office applications.
- Strong organisational skills with the ability to manage multiple deadlines.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively as part of a team.
Client Manager in Carlisle employer: Simpson Judge
Contact Detail:
Simpson Judge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager in Carlisle
✨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
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience in managing client relationships and delivering high-quality services. Use real examples to demonstrate how you've added value in previous roles.
✨Tip Number 3
Be proactive! If you see a company you're keen on, don’t wait for them to post a job. Reach out directly and express your interest. You never know, they might have something perfect for you just around the corner!
✨Tip Number 4
Keep it professional but friendly! When you’re in interviews or meetings, remember to communicate clearly and build rapport. Show them you’re not just about the numbers, but also about creating strong, long-term relationships with clients.
We think you need these skills to ace Client Manager in Carlisle
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Manager role. Highlight your experience in managing client relationships and delivering high-quality services. We want to see how you can add value to our team!
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past roles to show how you've successfully managed client portfolios and tackled challenges. This is your chance to shine!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this role. Share your passion for client service and how you can contribute to our business growth. Keep it engaging and personal!
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 don’t miss any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Simpson Judge
✨Know Your Clients
Before the interview, research the company’s client portfolio and understand their key industries. This will help you demonstrate your ability to manage and develop strong relationships with clients, which is crucial for the Client Manager role.
✨Showcase Your Technical Skills
Be prepared to discuss your experience with accounts preparation, taxation, and compliance. Bring examples of how you've used accounting software effectively in past roles to analyse financial information and support decision-making.
✨Demonstrate Commercial Awareness
Think about ways you can add value to clients and identify opportunities for additional services. Be ready to share specific examples from your previous roles where you successfully identified and acted on such opportunities.
✨Communicate Effectively
Practice your communication skills before the interview. You’ll need to show that you can address client queries promptly and professionally, so consider role-playing common client scenarios with a friend or mentor to build your confidence.
