Client Manager

3 days ago

East Anglia, United Kingdom Public Practice Recruitment Ltd - Experts in Public Practice Accountancy Recruitment UK-Wide Full time

About this Role

We are delighted to be representing a well-regarded, independent firm of accountants in the UK with a view to helping them find the next valued member of their team. Read on to find out more about this Client Manager role.

This firm has enjoyed a long tenure as one of the most well-regarded firms in the industry. They offer a tailored approach to the provision of general accounting and tax services and their workforce is loyal, challenged and critically, happy.

The successful candidate for this Client Manager role will be confident, technically knowledgeable, an inspiring and ethical leader and someone who clients will trust when it comes to the delivery of outstanding compliance output and advice that is focused on their unique goals and challenges.

Predominantly working with high net worth individuals, we're seeking a candidate who has a wealth of experience in this area, can confidently oversee the workflow, deadlines and resourcing of a large portfolio and who can pull a team together to achieve great results. Initially this role will be compliance focused but in time, for the right candidate, there is potential to become part of the firm's strategic workforce and to become part of the succession plan for the senior leadership team.

Key Responsibilities

  • Support a portfolio of HNWI clients, maintaining excellent rapport as their go-to advisor.
  • 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.
  • Reviewing processes and implementing more efficient ways of service delivery.
  • Supporting the firm to continue on its trajectory of growth with regular networking and contributing innovative ideas for expansion.
  • Set an example as a hands-on and trusted Manager.

About the Firm

This firm enjoys a low turnover of staff and this vacancy has arisen in response to a retirement. Well regarded by a large portfolio of local clients as well as many from all around the UK, they are proud to offer the perfect balance of tried and tested traditional methods alongside a contemporary and modern outlook which has allowed them to thrive despite market challenges.

Employee Benefits

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

The Ideal Candidate

  • 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 organised 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.

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