Client Services Manager

1 week ago


StratforduponAvon, United Kingdom PBR Executive Search Limited Full time

Job Description:

You will oversee a varied portfolio of clients and be the key point of contact for those clients. You will understand client needs and assist with proactive planning / advisory work with the support of an established team of accountants who are training towards professional qualifications. In some cases, you will prepare accounts yourself, in other cases you will delegate this responsibility to juniors and take a more supervisory role.

In addition to your recurring compliance work, you will also have the opportunity to oversee ad hoc projects for your clients, such as valuations, cashflow forecasts, advice on acquisitions and disposals, and restructuring. The role requires coordinating various departments towards the same goals to meet project objectives.

You will be involved with supporting and training junior members of the staff along with helping them with technical problems when they arise, and ensuring their development is achieved.

You will report directly to a partner. As a result, you will be required to manage your own workflow effectively and delegate where necessary.

Main Duties:

  • Accounts preparation of complex limited accounts jobs through to Partner review, including full reconciliation of balance sheet items and summary file notes
  • Preparation of corporation tax return computations for Tax Manager review
  • Shared supervision of accounts team to ensure the delivery of internal targets
  • Review of lower complexity accounts jobs
  • Shared training / development of part qualified accounts trainees
  • Building and maintaining client relationships including client meetings where required
  • Ad hoc client queries, project assignments, and interaction / support of other departments within the firm
  • Identification and implementation of new processes, systems, and controls

Skills/Experience Required:

  • ACA or ACCA Required
  • Good Communication
  • Organisational Skills
  • Attention to detail
  • Proficient with computers, particularly microsoft
  • Access to valid UK Driving Licence


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