Client Services Director

2 weeks ago


East Ayton, North Yorkshire, United Kingdom KD Recruitment Limited Full time
About the Role

We are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at KD Recruitment Limited. As a key member of our accountancy practice, you will be responsible for managing a portfolio of clients across the region, providing exceptional service and support to ensure their accounting and tax needs are met.

Key Responsibilities
  • Manage a portfolio of clients, providing proactive and reactive support to ensure their accounting and tax needs are met.
  • Delegate and assign work to junior team members, providing guidance and support to ensure they have the necessary skills and knowledge to perform their roles effectively.
  • Review accounts prepared by other team members, providing constructive feedback and guidance to ensure high-quality work.
  • Develop and maintain relationships with clients, providing exceptional service and support to ensure their needs are met.
  • Work closely with companies, partnerships, and sole traders, providing expert advice and guidance on accounting and tax matters.
  • Manage and develop junior accounts staff, providing training and development opportunities to ensure they have the necessary skills and knowledge to succeed in their roles.
  • Act as a key point of contact for clients, providing timely and effective support to resolve any queries or issues they may have.
  • Support clients with all aspects of accounting and tax, providing expert advice and guidance to ensure their needs are met.
  • Develop relationships with external business contacts, providing opportunities for growth and development.
Requirements
  • ACA / ACCA qualified or qualified by experience.
  • Previous experience within an accountancy practice.
  • Knowledge of Xero, Quickbooks, Sage, or similar accounting software.
  • Excellent communication and interpersonal skills.
About the Company

KD Recruitment Limited is a growing accountancy practice with a strong focus on creating a positive office culture. We offer a range of enhanced benefits to our employees, including study support, volunteer days, and team-building activities. We are committed to employee wellbeing and celebrate the success of our colleagues regularly.

Benefits
  • Hybrid working available after probation.
  • 25 days holiday + bank holidays, plus an additional 5 unpaid days off if required.
  • Study support if requested.
  • Death in Service.
  • Private Healthcare.


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