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- Tasks: Manage client portfolios, oversee financial statements, and provide expert advice.
- Company: Established accountancy firm in the Midlands with a dynamic team.
- Benefits: Competitive salary, 26 days holiday, health plan, and flexible working options.
- Why this job: Join a growing team and make a real impact in clients' financial success.
- Qualifications: Minimum 2 years’ experience and professional qualification (ACA, ACCA, or equivalent).
- Other info: Opportunities for progression and ongoing training in a supportive environment.
The predicted salary is between 30000 - 50000 £ 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.
At Workforce Finance, we are proud to be supporting a very well-established accountancy firm situated within the Midlands, in a pivotal role that is essential due to the continued growth of the business. This is an exciting opportunity to join a dynamic and expanding team in a forward-thinking accountancy practice.
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
Interested? To find out more, contact me at lmorganweareworkforce.co.uk or alternatively call 01527 390128.
Client Manager employer: WORKFORCE STAFFING
Contact Detail:
WORKFORCE STAFFING 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 industry, attend local 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 researching the company and its culture. Familiarise yourself with their recent projects and values. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the responsibilities of managing client portfolios and providing financial advice. Keep it concise but impactful – you want to leave a lasting impression!
✨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 engage directly with us.
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 client management experience and any relevant qualifications to show us you're the perfect fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re excited about the Client Manager position and how your background aligns with our needs. Keep it engaging and personal!
Showcase Your Achievements: Don’t just list your responsibilities; share your achievements! Quantify your successes where possible, like how you improved client satisfaction or streamlined processes. We love seeing results!
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 us!
How to prepare for a job interview at WORKFORCE STAFFING
✨Know Your Numbers
Before the interview, brush up on key financial concepts and be ready to discuss them. Familiarise yourself with common financial statements and tax regulations relevant to the role. This will show your potential employer that you’re not just a candidate, but a knowledgeable professional who can hit the ground running.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Think about specific challenges you faced and how you overcame them. This will demonstrate your ability to build strong relationships and provide expert advice, which is crucial for the Client Manager role.
✨Be Ready to Discuss Technology
Since the job requires proficiency in software like Xero and other accounting tools, be prepared to talk about your experience with these technologies. Highlight any instances where you’ve used tech to improve processes or solve problems, as this shows you’re forward-thinking and adaptable.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, ongoing training opportunities, or how the firm supports its employees' professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
