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Client Manager

60768
£45,000 - £55,000
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Adam Munro

The Role

Senior client manager responsible for a growing portfolio of clients, delivering both accounting and business support to help our clients grow and become the best they can be. With the client experience being the highest priority, this role requires someone who is passionate and dedicated to being the best they can be.

The Firm

Dynamic team of lateral thinkers dedicated to giving the best client experience. General practice with specialist areas, offering accounting, data management and tax services. They are a determined and growing practice, striving for excellence and digital leadership, with an open mind and an open-door policy.

The Clients

  • Property investors and developers
  • Professional service practices
  • Media, communications and creative businesses
  • Fashion, entertainment and music
  • Digital and technology enterprises
  • Entrepreneurial owner managed businesses

Personal Requirements

Someone who sees themselves as more than just an accountant. Motivated to be part of an ambitious, growing firm with a strong attention to detail and understanding how important the detail is. The ability to work across several jobs, and be a quick thinker, reporting directly to clients and partners. Able to think ‘outside the box’ and be a creative and lateral thinker. Communicate complex matters to clients in simple terms, and be an excellent problem solver, offering a diverse range of skills to the team and clients.

Key Duties

  • Preparation and finalising accounts and associated tax returns
  • Supporting clients with business management and accounting functions
  • Management accounts, budgets and forecasts
  • Overview of general tax planning such as profit extraction for OMBs
  • Preparing/assisting with business plans and data analytics
  • Responsible for digital implementation and support for clients with cloud accounting
  • Reviewing work and training of less senior team members
  • Managing team and ensuring client deadlines are met
  • Reporting to and liaising directly with partners and clients
  • Assisting partners with practice management functions to grow the firm

Key Requirements

  • Qualified ACA or ACCA with strong technical skills and minimum of 5 year experience in practice
  • Experience with OMBs and the issues specific to them
  • Experience with IRIS, QuickBooks, Xero, Futrli and Silverfin and have a strong digital mindset

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