Financial Services Manager
4 weeks ago
ProTalent is seeking a dynamic and experienced Financial Services Manager to join a reputable accountancy practice in Central Exeter. As a key member of the team, you will play a pivotal role in managing a portfolio of clients, overseeing a range of financial services, and ensuring the delivery of exceptional accounting solutions.
Key Responsibilities:
- Client Portfolio Management: Manage a portfolio of clients, offering a comprehensive suite of services, including annual accounts, self-assessment tax, corporation tax, VAT, bookkeeping, and other specialized areas of work.
- Client Relationship Management: Develop and maintain strong, long-lasting relationships with clients, ensuring their satisfaction and understanding of our services.
- Team Oversight and Support: Oversee the work of Accounts Assistants, providing necessary support and training to ensure the team's efficiency and effectiveness.
- Proactive Client Support: Proactively support clients with their accounting and tax planning needs, offering strategic advice to optimize their financial performance.
- Timely Solution Delivery: Ensure the timely and successful delivery of accounting solutions, meeting customer needs and objectives.
- Accounts Reporting: Produce and prepare regular account updates for clients and management, communicating financial insights and recommendations.
- Quality Assurance: Review work completed by team members, ensuring accuracy and compliance, and effectively communicate with clients to ensure understanding of their business's financial performance and obligations.
- Monitoring and Analysis: Successfully monitor clients' management accounts, explaining any variances and identifying planning opportunities to enhance financial outcomes.
Qualifications and Skills:
- Proven experience in a similar role within an accountancy practice.
- Strong understanding of financial services, including annual accounts, tax, VAT, and bookkeeping.
- Leadership and team management skills, with the ability to mentor and support junior team members.
- Excellent communication and client relationship management skills.
- Attention to detail, analytical thinking, and problem-solving abilities.
- Proactive approach to client support and financial planning.
Benefits:
- Competitive salary and performance-based incentives.
- Opportunities for professional development and advancement.
- Supportive and collaborative team environment.
- Health and wellness benefits.
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