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- Tasks: Manage client portfolios, oversee financial statements, and provide expert advice on financial matters.
- Company: Dynamic accountancy firm with a focus on professional development and client relationships.
- Benefits: Competitive salary, 26 days holiday, health plan, flexible working, and free parking.
- Why this job: Join a supportive team and make a real impact on clients' financial success.
- Qualifications: Minimum 2 years experience in practice and a professional qualification (ACA, ACCA, or equivalent).
- Other info: Opportunities for progression and ongoing training in a collaborative environment.
The predicted salary is between 28800 - 48000 £ per year.
Location: Midlands Office
Job Type: Full Time
Competitive salary
26 days holiday plus public holidays
Pension contributions exceeding the statutory minimum
Health plan benefits
Flexible working options
Free parking at the office
Clear opportunities for progression within the firm
Ongoing training and professional development support
Key Responsibilities:
- Review company financial statements and sole trade accounts
- Oversee corporation tax returns and ensure accuracy
- Draft advisory notes with the support of Senior Managers and Directors
- Manage annual personal tax filings for clients, ensuring compliance
- Demonstrate a strong understanding of financial statement disclosures
- Lead the management of client portfolios, acting as the primary point of contact
- Communicate with clients regarding deadlines and additional requirements
- Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
- Collaborate with clients to gather necessary information and ensure timely submissions
- Build and nurture strong client relationships, offering expert advice on financial matters
- Provide guidance on the interpretation of financial results and offer practical advice
- Support clients with the development and implementation of internal systems, controls, and accounting software
- Confidently communicate tax and financial advice to clients, helping them navigate complex issues
- Mentor and support the professional development of junior team members, including senior associates and supervisors
Attributes, Requirements & Skills:
- Minimum 2 years post-qualification experience in practice
- Professional qualification (ACA, ACCA, or equivalent)
- Proven experience managing your own portfolio of clients
- Strong commitment to maintaining high-level technical knowledge
- Proficient in Microsoft Outlook, Word, and Excel
- Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
- Strong awareness of technology and its application in accounting and practice management
- Self-motivated and proactive, able to apply skills to new and evolving scenarios
- Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
- Ability to work under pressure while maintaining focus and accuracy
- Exceptional analytical, research, and problem-solving abilities
Client Manager employer: Workforce Staffing Ltd
Contact Detail:
Workforce Staffing Ltd 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 finance world, attend industry events, and don’t be shy about letting people 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 brushing up on your technical knowledge and client management skills. Be ready to discuss how you've handled complex financial issues in the past. We want to see that you can confidently communicate tax and financial advice!
✨Tip Number 3
Showcase your soft skills! As a Client Manager, building strong relationships is key. During interviews, share examples of how you've nurtured client relationships and mentored junior team members. This will highlight your interpersonal skills and leadership potential.
✨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 with us directly. Let’s get you that Client Manager position!
We think you need these skills to ace Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications, especially your professional qualification (ACA, ACCA, or equivalent), and any relevant experience managing client portfolios.
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 Client Manager role. Mention your commitment to maintaining high-level technical knowledge and how you can contribute to building strong client relationships.
Showcase Your Tech Savvy: Since technology plays a big role in accounting, make sure to mention your proficiency with software like Xero and any other tools you've used. This will show us that you're ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Workforce Staffing Ltd
✨Know Your Numbers
Before the interview, brush up on your knowledge of financial statements and tax regulations. Be prepared to discuss how you've managed client portfolios in the past and any specific challenges you've faced. This will show that you’re not just familiar with the numbers but can also navigate complex financial issues.
✨Showcase Your Communication Skills
As a Client Manager, you'll need to communicate effectively with clients and team members. Practice explaining financial concepts in simple terms, as if you were talking to someone without a finance background. This will demonstrate your ability to build strong client relationships and mentor junior staff.
✨Familiarise Yourself with Relevant Software
Make sure you’re comfortable with Xero and other accounting software mentioned in the job description. If you have experience with Iris, Alpha, QuickBooks, or Sage 50, be ready to discuss how you’ve used these tools to improve efficiency or accuracy in your previous roles.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s approach to client management, ongoing training opportunities, and how they support professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
