Client Manager

ProTalent Limited; Cambridge; On-site; GBP 60,000 - 80,000; Full time

Job summary

A forward-thinking accountancy firm based in Norwich is seeking a Client Manager to manage a diverse portfolio of clients while leading a team. The ideal candidate must be fully qualified with at least 8 years of accountancy experience, possess strong communication skills, and be familiar with accounting software. This role involves preparing accounts and liaising with clients to provide exceptional service.

Qualifications

• Minimum 8 years’ experience in an accountancy practice.
• Familiar with accounting packages like Excel, TaxCalc, and Xero.
• Excellent working knowledge of FRS102, FRS102 section 1a and FRS105.

Responsibilities

• Manage a team and support business growth.
• Prepare accounts for limited companies, partnerships, sole traders, and charities.
• Liaise with new and existing clients.

Skills

Excellent verbal and written communication

Ability to judge priorities

Problem-solving skills

Team relationship skills

Education

Fully-Qualified in accountancy

Tools

Excel

TaxCalc

Xero

Job description

ProTalent are currently working with a successful and forward-thinking accountancy practice in Norwich to recruit a new Client Manager.

The firm:

• Fast-growing and dynamic accountancy firm in Norwich
• Diverse and loyal client base
• Expert team who work hard to provide exceptional standards
• Strong focus on innovation and technology, and ambitious growth plan

The Client Manager role:

• As a Senior Client Manager, you will look after your own portfolio of clients, with support from a Junior
• Manage a team
• Support, drive and promote the business growth
• Liaise with new and existing clients
• Review and sign off accounts (some preparation of accounts will be required)
• Accounts preparation for limited companies, partnerships, sole traders and charities
• Preparation of corporation tax returns
• Preparation of self-assessment tax returns
• Supporting clients in accounting and taxation issues
• Preparation of management accounts
• Support the company’s brand (social media etc.)
• Build strong team relationship skills
• Complete client services/tasks on time according to internal and external deadlines
• Work in line with company behaviours and organisational culture
• Deal with clients, suppliers, and other employees professionally at all times
• Allocate the appropriate amount of time to tasks (revenue generating activities)
• Prioritise activities according to company urgencies

The successful Client Manager candidate:

• Fully-Qualified with experience in an accountancy practice
• Minimum 8 years’ experience in practice (preferably currently working in practice)
• Excellent verbal and written communication
• Ability to judge priorities and make decisions quickly
• Familiar with accounting packages (Excel, TaxCalc and Xero)
• Excellent working knowledge of FRS102, FRS102 section 1a and FRS105 is essential
• Solid understanding of tax and ability to advise clients
• Ability to solve problems, take responsibility and start adding value to the team immediately
• Able to work independently is a must

Thank you for your interest.