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Client Manager

2 months ago


Colchester, Essex, United Kingdom JobLookUp Full time
About the Role

We are seeking a highly skilled and experienced Client Manager to join our team at JobLookUp. As a Client Manager, you will be responsible for managing a portfolio of high net worth individual (HNWI) clients, providing exceptional advisory services, and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Manage a portfolio of HNWI clients, providing proactive and reactive services to meet their accounting and tax needs.
  • Work closely with the Senior Manager to ensure expectations, deadlines, and budgets are met.
  • Review accounts files and support the tax planning process.
  • Mentor junior staff through constructive feedback and knowledge sharing.
  • Review and implement processes to improve service delivery and efficiency.
  • Support the firm's growth and expansion through regular networking and innovative ideas.
  • Set an example as a hands-on and trusted Manager.

About the Firm

Our client is a well-regarded, independent firm of accountants in Essex, known for their tailor-made approach to general accounting and tax services. They offer a positive and supportive company culture, with a focus on employee wellbeing and development.

Employee Benefits

  • Competitive salary range: £40,000 to £60,000 per annum.
  • Permanent, full-time role.
  • Wellbeing support.
  • Generous holiday allowance.
  • Contributory pension scheme.
  • Professional development opportunities.
  • Positive and supportive company culture.
  • Study support and CPD.

Requirements

  • ACA or ACCA qualified or QBE with a proven track record within practice.
  • Experienced to Senior Accountant level in UK practice.
  • Adept at using accountancy software.
  • Technically competent across the Microsoft suite.
  • A can-do attitude and a proactive approach to problem-solving.
  • Highly organized and able to manage own workload effectively.
  • Good communication and advisory skills.
  • Confident working alongside senior management.
  • Motivated and able to inspire others.
  • Collaborative and creative.
  • Strong business acumen.