Client Manager

2 weeks ago


Waltham Abbey, Essex, United Kingdom Accounts Navigator Associates Full time
Lively Number Cruncher Required to perform the duty of Client Manager - Senior Accounts Associate


A great opportunity has arisen in our accountancy practice based in Waltham Abbey, Essex for a MAAT Level 4 or qualified ACCA who wants the opportunity to grow into the role of a Partner and take over a practice within 10 years.


As a team member, you will receive an experience like no other from our vibrant fun-filled accountancy practice, you will work in our digital non-paper environment with the latest software and apps to complete customer tasks and deliver excellent serviceto our clientele.


You will have the opportunity to develop your skill set and advance within the practice like many of your colleagues who have worked here for many years.

You will bring ideas that are listened to so we can enhance our processes.

You will enjoy our flexiblework wear ethos which is to dress as your client for meetings or come as you feel most comfortable in for normal office days.


Expect quarterly team events so that you and your new work buddies get to know you inside out, so you become a valuable member of the Accounts Navigator Associates family.


From day one you will receive a salary of £35,000 to £45,000 per annum depending on experience with 10% commissions for customer introductions.

After your probation period, you will receive private healthcare, gym membership, pension contributions, and bonuses.

The main responsibilities of the Client Manager / Senior Accounts Associate

  • Qualified ACCA/MAAT with 3 years + of experience.
  • Have a bank of client fees of a minimum of £300K.
  • You will know TaxCalc, Syft, QuickBooks Online, Xero, and Sage Accounting
  • The highest level of technical ability within the practice is expected in this role.
  • Ensure the quality of work is to the highest standard for the business.
  • Ability to deal with all client queries without assistance from colleagues other than the Director although this should be mínimal.
  • The first point of contact for all your clients
  • Act as a barrier between staff/clients and the director for any queries.
  • Preparation of accounts, and corporate and personal tax returns with zero review points.
  • Review of basic share change paperwork and precreation of advanced share paperwork (company secretarial) completed by admin.
  • Preparation of accountant's references for clients.
  • Review all work completed where necessary.
  • Zero level tolerance for errors in any work sent to clients that you have prepared or reviewed.
  • Ensuring tasks and workflow templates across all internal software are uptodate, accurate, and free from errors.
  • Focus on client retention.
  • Encouraged to delegate work to your pod where possible.
  • Training of team members
  • Be supportive of the associates in fulfilling their duties, enabling them to focus on the business from a strategic perspective.
  • Review and provide feedback to team members when errors are identified in bookkeeping, management accounts, and yearend accounts.
  • To hit quantity and quality KPIs as set out by the business.
  • Manage pods and be responsible for allocating work to your pod to enable them to hit their personal/pod KPIs weekly, ensuring they feel supported and offer help where necessary for them to achieve them.
  • Identify changes in legislation, practice, or software and communicate those to your pod.
  • Always looking for opportunities to improve the profit margin by driving turnover through renewals, extra work orders, converting prospects to clients, and driving efficiencies
  • Monitoring tasks and workflow templates across all internal software regularly to ensure it is up to date, accurate, and free from errors.
  • Identify areas of improvement in client records and tax planning opportunities.
  • Identify new services to assist clients.
  • Discovery Calls with prospects to convert them into clients.
  • Dealing with adhoc client queries
  • Identifying problem clients and communicating with the Director.
i) why do you think you are suitable for this job?

ii) how can you add value to the business?

iii) When is the earliest you can join? (Immediate joining is possible).

We look forward to hearing from all of you great number crunchers.
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