Head of Client Services

1 week ago


StokeonTrent, Stoke-on-Trent, United Kingdom Careersat Ltd Full time
About the Role

Careersat Ltd is seeking an experienced Client Manager to join our growing team on a full-time basis. As a Client Manager, you will play a key role in providing professional client management to our Small and Medium-sized Enterprises (SMEs) and operational support to the business and branch.

Key Responsibilities
  • Review all practice files completed by the team, provide feedback, and train the team on review points, including Limited company accounts, sole traders, partnerships, and tax returns.
  • Prepare file notes and identify areas of interest for the Client Relationship Director to discuss with clients.
  • Post-review adjustments to bring files to internal completion.
  • Assist in pre-audit accounts preparation and guidance of the team for our audit clients.
  • Support the team through their work, train, and identify training needs for the team to be covered by mandatory training.
  • Manage the team's apprenticeship requirements and ensure all studies and training are up to date.
  • Assist the operations team with work planning requirements, ensuring sufficient time and resources to complete jobs.
  • Be the point of contact for some of the client base, servicing a portfolio of clients, and managing performance and billing targets.
  • Build a positive working relationship with clients and the practice, ensuring compliance with all financial regulations.
  • Knowledge of accountancy computer software, including CAS, IRIS, Sage, Xero, and QuickBooks.
  • Deal with client queries in a timely and efficient manner, assisting colleagues and trainees within the team with development and technical advice.
Requirements
  • Practice Accountancy experience (essential).
  • Fully qualified accountant (ACA/ACCA).
  • At least 3 years post-qualified experience in a practice environment (preferably).
  • Exceptional interpersonal skills and ability to successfully communicate with people at all levels, both financial and non-financial.
  • Excellent reporting skills.
  • Confidently able to offer recommendations and advice to clients.
  • Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives.
  • Demonstrable experience and a proven track record in a similar role.
  • Previous experience of working with SME clients/businesses.
  • A full UK driving license is essential.
Benefits
  • Competitive salary.
  • Competitive holiday structure.
  • Pension scheme.
  • Life Assurance cover.
  • Option to buy/sell holidays incentives.
  • Flexible working options.
  • Remote working options.
  • Employee assistance programme (including Life support, Legal information, Bereavement support, and Medical support).
  • Modern and friendly working environment.
  • Team building, social, and corporate events.


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