- Building and maintaining relationships with clients to ensure the client experience is outstanding
- Preparation and review of management accounts and management reporting for a portfolio of clients
- Review of CIS for contractor and subcontractor processes
- Self-Assessment preparation & submission for more complex clients
- Undertake year-end review and preparation of workpapers
- Maintain and review regular cashflow, budgeting and forecasts
- Initial review of VAT returns
- Tax planning with clients
- Review and perform the newly introduced mid-year review service
- Developing and managing financial systems and identifying areas for improvement
- Overseeing client deadlines to ensure junior team members prioritise their workload
- Responding to finance-related queries and providing analysis and insights to clients
- Offering guidance, support and training to junior team members
- Review of junior members performance via annual appraisals
- At least 5 years practice experience
- Always adopts a positive mindset
- Takes a commercial approach, keeping client's best interests at the forefront
- Enthusiastic, with a can-do attitude
- Possesses excellent attention to detail
- Enjoys and sees the benefit of developing others
- Capable of building strong relationships internally and externally
- Adaptable and keeps on top of new technology advancing the industry
- Able to remain calm under pressure
- Innovative and willing to challenge the status quo
- ACA/ACCA qualified with experience managing junior team members
- Strong organisational skills and the ability to balance workloads to manage the needs of various clients
- Experience in managing a portfolio of clients with bookkeeping knowledge
- Experience with Xero accounting software is advantageous
Client Manager - Dacorum, Hertfordshire, United Kingdom - FIRE
Description
Client Manager – Digital Practice – Varied Portfolio
About the Company:
This is an exciting time to join our client. They are a young and dynamic practice that has been nominated four years in a row in the category of Fast-Track Firm of the Year at the Accounting Excellence awards.
About the Opportunity:
As our client continues to grow, they are seeking to recruit a Client Manager to join their team.
There's no sign of their growth slowing down, so they are on the lookout for a highly motivated, qualified/part-qualified accountant that shares our entrepreneurial mindset.
With 5 distinct businesses within the group, you won't be short of opportunities to quickly progress your career and obtain a diverse set of skills.
About the Responsibilities:
Joining as a Client Manager, you will be providing accountancy and business support services to a portfolio of clients, operating across various industries.
This role will involve:
About the Applicant:
They are looking for a highly ambitious candidate, someone who thinks outside the box and is willing to go above and beyond the expectations of clients, to help develop profitable long-lasting relationships.
They require someone with:
About the Benefits:
Competitive base salary with mileage and travel expenses reimbursed. Work from home opportunities, Flexible working hours, On-site parking, Casual dress, Private medical insurance, Group life insurance, Company pension, Company social events, Quarterly buddy lunches with a colleague, Sick pay