Accountant / Client Manager

Blusource Professional Services Ltd; Ashby-de-la-Zouch; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Chartered Accountants firm is seeking an Accountant at the Client Manager level near Ashby-de-la-Zouch. This flexible role involves managing a diverse portfolio of clients, engaging in client relationships, and overseeing financial operations. Ideal candidates are proactive self-starters with a passion for client engagement. The position offers competitive salary and a range of benefits.

Benefits

Competitive salary

Company Pension

25 days of annual leave

Life Assurance

Corporate Discounts

Cycle to work Scheme

Qualifications

• Proactive self-motivated accountant with a passion for client engagement.

Responsibilities

• Manage client relationships with regular touch points online and in-person.
• Explore development opportunities with existing relationships.
• Manage finances of portfolio including monthly billing targets.
• Review VAT returns and personal tax returns.
• Assist in management of the office and develop junior staff.
• Identify training and development needs.

Skills

Client engagement

Proactive attitude

Financial management

Job description

A job opportunity has arisen, for an Accountant, ideally at a Client Manager level to join a Chartered Accountants, based within an easy commute of Coalville, Ashby-de-la-Zouch, Burton-on-Trent, Swadlincote, Loughborough, Leicester, Nottingham, and Derby.

The salary is negotiable, dependent on your experience and qualifications. The firm would like to see applications anywhere from experience Semi-Senior through to Manager grade and can craft the job role to suit the right person.

Benefits:

• Competitive salary in line with market rate
• Company Pension
• 25 days of annual leave bank holidays
• Business closure over Christmas
• Life Assurance
• Company Sick Pay
• Corporate Discounts
• Critical Illness Cover
• Cycle to work Scheme

As Client Manager, your role will be to develop long-term relationships with a varied portfolio of clients, dealing with their accounting and business advisory needs. You will engage with a wide range of clients, including small, and limited companies, partnerships, sole traders, property landlords, and individuals requiring personal tax support. This role offers flexibility and can be tailored to the right candidate, making it an excellent opportunity for someone who can step in and make an immediate impact.

Key Responsibilities:

• Managing client relationships, which will include regular touch points with your clients, both online and in-person
• Explore development opportunities with existing relationships to increase portfolio sizes
• Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
• Reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts
• Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice
• Identifying training and development needs and ensuring these are facilitated
• Escalating development issues and progression requirements to senior management team

Requirements:

• A proactive, self-motivated accountant with a passion for client engagement.