Client Manager in Wilmslow

Client Manager in Wilmslow

Wilmslow Full-Time 40500 - 49500 £ / year (est.) Home office (partial)
Vaisto Recruitment Ltd Careers

At a Glance

  • Tasks: Manage client accounts, ensuring accuracy and efficiency in accounting services.
  • Company: Established chartered accountancy practice with a supportive culture.
  • Benefits: Competitive salary, 25 days holiday, hybrid working, and private medical insurance.
  • Other info: Enjoy team socials and a generous referral scheme for candidates.
  • Why this job: Make a real impact while developing your skills in a dynamic environment.
  • Qualifications: AAT or ACCA qualified, with at least 5 years of relevant experience.

The predicted salary is between 40500 - 49500 £ per year.

A mid-sized, well-established chartered accountancy practice is seeking a dedicated and experienced professional to join their team. This role is an ideal opportunity for an ACA/ACCA qualified or QBE, looking for a varied role, to make a significant impact within a supportive and forward-thinking practice. This role is pivotal in ensuring the accuracy and efficiency of accounting services provided to a diverse portfolio of clients. The company prides itself on fostering a collaborative and supportive work environment, with a strong emphasis on professional development and client satisfaction.

Key Responsibilities:

  • Compliance
    • Preparation and filing of year end accounts, business tax and capital allowances for limited companies, LLP's, partnerships and sole traders
    • Preparation and filing of self-assessments and personal tax computations
    • Preparation of capital gains tax computations and implementation of R&D Tax claims
    • Reduce the burden of taxation for business owners by providing good tax planning and advice
  • Outsourcing and Advisory
    • Review periodic bookkeeping, VAT returns, and management accounts for portfolio clients
    • Preparation of management accounts and management information/performance analysis
    • Advising on the improvement of profitability and business efficiency and implementation of effective business controls and systems
    • Assisting in control and management of client cashflow
    • Preparation of integrated financial projections and budgets
    • Preparing business plans and helping to source and negotiate finance
    • Conducting business valuations
  • Management
    • To effectively manage your own portfolio of clients
    • To assist with training and development of less experienced staff
    • Training of internal staff and clients on various software and applications
    • WIP and billing management

Experience Required:

  • AAT or ACCA Qualified or part-qualified / QBE
  • At least 5 years' experience in a similar role

Benefits:

  • Competitive salary
  • 25 days holiday
  • Extra day's leave for your birthday
  • Additional leave awarded after 3 years of service, up to a maximum of 30 days
  • Hybrid working and flexible hours
  • Dress Down Fridays and a smart business casual dress code
  • Regular team socials, including Chester Races and annual away trips with overnight stays
  • Private medical insurance after 2 years of service
  • Incentive scheme, offering bonuses for sourcing and signing new business, and successful cross-selling and up-selling of services

Client Manager in Wilmslow employer: Vaisto Recruitment Ltd Careers

Join a dynamic and growing independent accounting practice in Liverpool, where you will be part of a supportive and collaborative team dedicated to delivering exceptional accountancy and taxation services. With a strong focus on employee growth, the firm offers competitive salaries, flexible working arrangements, and continuous professional development opportunities, making it an excellent employer for those seeking meaningful and rewarding careers in a friendly environment.

Vaisto Recruitment Ltd Careers

Contact Details:

Vaisto Recruitment Ltd Careers Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Manager in Wilmslow

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Vaisto Recruitment Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Client Manager in Wilmslow

ACA/ACCA Qualification
QBE
Tax Planning
Preparation of Year End Accounts
Business Tax Compliance
Capital Allowances
Self-Assessment Preparation

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Vaisto Recruitment Ltd Careers.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Vaisto Recruitment Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Vaisto Recruitment Ltd Careers

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Vaisto Recruitment Ltd Careers.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Vaisto Recruitment Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Vaisto Recruitment Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.