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- Tasks: Manage client portfolios and oversee financial reporting in a collaborative team.
- Company: Established accountancy practice with a focus on quality and communication.
- Benefits: Competitive salary, 30 days holiday, and opportunities for professional growth.
- Other info: Dynamic work environment with a strong emphasis on teamwork and development.
- Why this job: Join a forward-thinking team and make a real impact on diverse clients.
- Qualifications: Experience in client management and familiarity with accounting software like Xero.
The predicted salary is between 30000 - 35000 £ per year.
We are working with a well-established and forward-thinking accountancy practice based in Coventry, supporting a diverse client base including SMEs and international businesses. The firm operates within a fully digital, cloud-based environment and places a strong emphasis on quality, communication, and collaborative working. Our client is seeking an experienced Client Account Manager to join their growing team. This is a hands-on position offering responsibility for managing a portfolio of clients while working closely with both junior staff and senior leadership.
Role Overview
- Manage a portfolio of clients (limited companies and sole traders, including dentists)
- Act as the main day-to-day point of contact for clients
- Work within a pod structure (4-5 people), reporting to a senior manager
- Review and oversee bookkeeping work
- Prepare VAT returns, statutory accounts, and tax returns
- Assist with and prepare management accounts and financial reporting
- Ensure all client deadlines are met and work is delivered to a high standard
- Liaise with internal team members to manage workflow and resolve queries
- Support and develop junior members of the team
- Contribute to tax planning and advisory work where appropriate
Systems
- Xero (regular, hands-on use required)
- Dext
- Accounts preparation software
Client Account Manager employer: Verelogic
Contact Detail:
Verelogic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Account Manager
✨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. 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 culture. Understand their values and how they operate. This way, you can tailor your answers to show you're not just a fit for the role, but for the team too!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. This will help you get comfortable with common questions and refine your responses. Plus, it’s a great way to boost your confidence before the real deal.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
We think you need these skills to ace Client Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Account Manager role. Highlight relevant experience, especially in managing client portfolios and working with teams. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past successes and how they relate to what we do at StudySmarter.
Showcase Your Communication Skills: As a Client Account Manager, communication is key. In your application, demonstrate your ability to communicate effectively, both in writing and verbally. We love clear and concise language that gets straight to the point!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss any important updates. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Verelogic
✨Know Your Clients
Before the interview, research the types of clients the firm works with, especially SMEs and international businesses. Understanding their needs will help you demonstrate how your experience aligns with managing a diverse portfolio.
✨Showcase Your Technical Skills
Since the role requires hands-on use of Xero and Dext, be prepared to discuss your experience with these systems. If possible, bring examples of how you've used them to improve efficiency or accuracy in previous roles.
✨Emphasise Team Collaboration
This position involves working closely with both junior staff and senior leadership. Share specific examples from your past where you successfully collaborated within a team, highlighting your communication skills and ability to support others.
✨Prepare for Scenario Questions
Expect questions about how you would handle client queries or manage deadlines. Think of scenarios from your previous roles where you effectively resolved issues or met tight deadlines, and be ready to share those stories.