At a Glance
- Tasks: Manage your own client portfolio and provide financial support to SMEs.
- Company: Join a forward-thinking accountancy firm in Clackmannanshire.
- Benefits: Enjoy career progression, ongoing training, and a competitive salary.
- Other info: Dynamic role with opportunities for mentoring and professional growth.
- Why this job: Be a key player in a collaborative environment with diverse clients.
- Qualifications: 3+ years in accountancy practice and strong client relationship skills.
The predicted salary is between 35000 - 45000 £ per year.
Ready to take ownership of a client portfolio and play a key role within a growing accountancy practice? We are recruiting for an experienced Accounts Senior / Client Manager to join our client, a well-established and forward-thinking accountancy firm based in Clackmannanshire. This is an excellent opportunity for someone with previous accountancy practice experience who enjoys building strong client relationships, managing their own portfolio, and supporting junior team members. This role would suit someone who thrives in a hands-on environment and is looking to become a key part of a collaborative and supportive practice.
What you will get in your new role:
- Supportive and collaborative working environment
- Opportunity to manage your own client portfolio
- Career progression opportunities within a growing firm
- Varied and interesting client base
- Ongoing training and development
- Competitive salary depending on experience
Responsibilities in your new role as Client Manager:
As an Accounts Senior / Client Manager, you will manage your own portfolio of SME clients, acting as their main point of contact for day-to-day accounting and financial support. Your responsibilities will include:
- Preparing and reviewing statutory accounts
- Managing VAT returns and bookkeeping activities
- Supporting clients with financial and business queries
- Building strong long-term client relationships
- Ensuring client records are accurate and fully up to date
- Liaising with outsourcing partners to coordinate workflow
- Reviewing work completed by junior team members
- Supporting and mentoring junior staff
- Identifying opportunities to provide additional value-added services
- Working collaboratively with the wider practice team
You will work with a varied client base across multiple sectors, making this a diverse and engaging role where no two days are the same.
Your personality, experience and qualifications:
To be successful in this role, you must have previous experience working within an accountancy practice environment. We are looking for someone who has:
- A minimum of 3 years accountancy practice experience
- Experience managing a portfolio of clients
- Strong knowledge of accounts preparation, VAT, and bookkeeping
- Excellent communication and relationship-building skills
- A proactive and organised approach to workload management
- The confidence to work independently and take ownership
- Experience using Xero, QuickBooks, or similar cloud accounting software
Formal qualifications are welcome but not essential; our client is focused on practical experience, strong technical ability, and the right attitude.
Client Manager. Job in Alloa LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a well-established and forward-thinking accountancy firm in Clackmannanshire, where you will thrive in a supportive and collaborative environment. As a Client Manager, you'll enjoy the autonomy of managing your own client portfolio while benefiting from ongoing training and career progression opportunities within a growing practice. With a varied client base and a focus on building strong relationships, this role offers a meaningful and rewarding career path for those passionate about accountancy.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Manager. Job in Alloa LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they operate. This will help you tailor your answers and show that you're genuinely interested in becoming a part of their team.
✨Tip Number 3
Showcase your experience with client management and accounting software during interviews. Be ready to discuss specific examples of how you've built strong client relationships and managed portfolios effectively.
✨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. Job in Alloa LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your accountancy practice experience and any relevant software knowledge, like Xero or QuickBooks, to show us you’re the right fit.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about client management and how you’ve built strong relationships in the past. This is your chance to showcase your personality and enthusiasm for the role!
Showcase Your Achievements:Don’t just list your responsibilities; share specific achievements that demonstrate your ability to manage a portfolio and support junior team members. Numbers and examples can really make your application stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Numbers
Brush up on your technical knowledge, especially around accounts preparation, VAT, and bookkeeping. Be ready to discuss specific examples from your previous experience managing a client portfolio, as this will show you understand the ins and outs of the role.
✨Build Rapport
Since this role involves building strong client relationships, practice how you can connect with the interviewer. Think about your communication style and prepare to share stories that highlight your relationship-building skills and how you've supported clients in the past.
✨Show Your Proactivity
Demonstrate your proactive approach by preparing examples of how you've identified opportunities for value-added services in your previous roles. This will showcase your ability to think ahead and contribute positively to the firm’s growth.
✨Be a Team Player
As the role involves mentoring junior staff and working collaboratively, be prepared to discuss your experience in supporting and guiding others. Share specific instances where you’ve helped team members grow or improved workflow within your team.
