Senior Client Manager
1 month ago
An exciting opportunity has arisen for an experienced and ACCA / ACA qualified Senior Client Manager to join a well-established and rapidly growing accountancy practice in Waterlooville.
This is a superb opportunity to lead a growing team as they start to expand and increase their client list. You will be ACCA / ACA qualified with at least 5 years’ experience working in a similar Uk based accountancy practice.
About the role:
Are you looking to join a rapidly growing, dynamic, and commercially savvy Accountancy Practice where there’s no such thing as a silly question, there are endless opportunities to learn and time and talent are respected? A place where alternative perspectives are welcome and family comes first.
Our Senior Client Managers are focused on delivering an exceptional client experience. Their role is to lead a team who form trusting relationships with a portfolio of small business clients and ensure that their every accounting need is anticipated and provided for.
Requirements:
- Excellent communication skills, both verbal and written.
- A consultative personality and the confidence to liaise directly with clients.
- ACCA / ACA qualified with a minimum of 5 Years experience working in a similar UK based accountancy practice.
- Experience managing a team of junior accountant and client managers
- Experience managing a portfolio of varied clients, either within a team or independently.
- Comfortable and confident liaising directly with clients, both over the telephone and for face to face client meetings.
- Eligible to work in the UK.
Duties:
- To coach, train, develop and lead a team of4-5 direct reports.
- To support the Accountancy Manager with planning and monitoring the performance of the accountancy team’s key performance measures e.g., weekly stats, timesheets etc.
- Provide leadership and role-modelled behaviour (to our company values) to the accountancy team.
- Perform relevant employees 1-2-1 meetings for a section of the accounting team & return to work interviews.
- To manage the process of (and where required, directly carry out) preparing, sending and submitting accounts & tax returns for a portfolio of clients, including Sole Traders, Partnerships and Limited Companies.
- Communicate with clients via phone, email, social media and in person, including chasing records.
- To ensure all internal and statutory deadlines are met e.g. - HMRC, SLA etTo onboard new clients and integrate them into your portfolio – this will include bookkeeping, compliance etc to then be handed over to the relevant department.
- Assess and advise clients on their tax position. To optimise and plan the tax efficiency of clients.
- Review and advise clients on an advisory level which may include cashflow, budgets, pricing etc and to prepare and conduct client year end meetings.
Don’t miss out on this rare opportunity to join a growing, modern team. Apply now to have your CV considered or contact Robyn Links directly on for an informal chat.
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