Practice Client Manager

2 months ago


Bradford, United Kingdom Sewell Wallis Full time

Sewell Wallis are currently recruiting for a Client Manager to join an industry leading, innovative and forward thinking accountancy practice. This is a commercially focused role which is primarily focused around onboarding and supporting new clients toimprove their processes and long term profitability. This will involve conducting meetings with clients and will involve problem solving and advising them on best accountancy practice and compliance. This role will work closely with the Directors/Managementteam to deliver on revenue targets, with the aim to always provide excellent levels of customer service at all time. You will gain a varied client base, ranging from small to large sized businesses and will be key in supporting them with their financial processes.This is an excellent opportunity to join a practice in a commercially, client based role where there is real opportunity to develop and progress.
The main duties of the role will be
- Primary contact for client when advising.
- Providing excellent levels of customer service at all times.
- Responsible for undertaking and completing projects.
- Analysing existing processes and procedures and using expertise to advise on changes and developments in order to improve efficiencies.
- Providing training to the client around ways to increase their profitability and how to streamline processes.
- Attending regular meetings with the client either over video means or travelling to their premises when safe to do so.
- Writing up findings and suggestions into a report format for review by the manager.
- Ensuring compliance with internal processes.
- Have experience of accountancy work from ideally a practice environment.
- Have excellent communication skills and will be able to confidently present financial information back to clients and senior management.
- Have strong system skills and have experience of report writing.
- Have a desire to move into a commercial based practice role.
- Be able to work within a fast paced environment and be able to work to multiple deadlines.
For more information please contact Gemma Watmough
Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levelswithin finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester.Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.


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