Client Manager

4 weeks ago


London, United Kingdom The Tax Guys Full time

Job Title: Client Manager

Location: [London and Doncaster, UK]

Company Description:
The Tax Guys is a leading UK-based accountancy firm dedicated to providing comprehensive financial services to small and medium-sized enterprises (SMEs). With a focus on proactive advisory services, we pride ourselves on building strong client relationships and delivering tailored solutions to meet our clients' needs.

Position Overview:
We are seeking a highly motivated and experienced Client Manager to join our team. The ideal candidate will have a strong background in client relationship management within the accountancy or finance sector, coupled with technical accounting expertise. The Client Manager will be responsible for overseeing a portfolio of approximately 100 small SME clients, providing consultative guidance, proactive support, and ensuring the delivery of exceptional service.

Key Responsibilities:

  1. Client Relationship Management:
  • Develop and maintain strong, long-lasting relationships with clients.
  • Act as the primary point of contact for assigned clients, addressing inquiries, concerns, and providing timely support.
  • Understand clients' business needs and goals to offer tailored financial solutions and advice.
Proactive Advisory Services:
  • Utilize technical accounting knowledge to offer proactive advice and guidance to clients, helping them optimize their financial performance and mitigate risks.
  • Identify opportunities for process improvement and efficiency within clients' financial operations.
  • Stay updated on industry trends and regulatory changes to provide relevant insights to clients.
Financial Analysis and Reporting:
  • Analyse clients' financial statements and reports to identify areas for improvement and growth opportunities.
  • Prepare and present financial reports, forecasts, and recommendations to clients.
Team Collaboration:
  • Collaborate with internal teams, including tax advisors, auditors, and other professionals, to ensure coordinated service delivery to clients.
  • Provide mentorship and support to junior staff members as needed.
Client Retention and Growth:
  • Proactively identify opportunities to expand services and grow client accounts.
  • Monitor client satisfaction and address any concerns or issues promptly to ensure high retention rates.

Application Process:
To apply for the position of Client Manager, please submit your CV and a cover letter outlining your relevant experience and why you are interested in joining our team. We look forward to hearing from you



Requirements

Requirements:

  • Bachelor’s degree in accounting, Finance, or related field. Professional qualifications such as ACA, ACCA, or CIMA are highly desirable.
  • Minimum of 4-5 years of experience in client relationship management within an accountancy practice or financial services firm.
  • Strong technical accounting knowledge with the ability to interpret and analyse financial statements.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  • Proven track record of providing proactive advisory services and driving client satisfaction.
  • Ability to manage a large portfolio of clients efficiently and prioritize tasks effectively.
  • Proficiency in accounting software and Microsoft Office suite.
  • A proactive and self-motivated approach with a commitment to continuous learning and development.


Benefits

Benefits:

  • Competitive salary package
  • Opportunities for professional development and career advancement
  • Pension scheme
  • Health insurance
  • Flexible working arrangements




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