Client Manager

BK Plus Limited; Chorley; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Flexible working

Free parking

23 days holiday plus bank holidays

Pension plan

Healthy work-life balance

Job summary

A growing accountancy firm in Chorley is looking for an experienced Client Manager. You will oversee a portfolio of clients, building strong relationships while ensuring timely completion of personal tax returns and account reviews. The ideal candidate has a background in accountancy, proficiency in CCH software, and is self-motivated with attention to detail. The firm offers a competitive salary based on experience, flexible working conditions, and generous benefits, including holidays and a pension plan.

Qualifications

• Experience in a similar role within an accountancy practice.
• Ability to work to strict deadlines.
• Strong communication and relationship-building skills.
• Proficient in Microsoft Excel.

Responsibilities

• Manage a varied portfolio of clients.
• Maintain strong relationships with clients.
• Plan monthly jobs in accordance with year ends.
• Complete Personal Tax Returns for clients.
• Supervise team members to ensure timely work completion.
• Supervise team members to ensure timely completion of work.

Skills

Attention to detail

Self-motivated

Microsoft Excel skills

Team leadership

Attention to detail

Tools

CCH software

Job description

We are looking to recruit a Client Manager. You will be managing a varied client portfolio from sole traders, partnerships to limited companies. The firm offers a wide range of audit and accounting services both compliance and value added.

Brief Job Description

As a client manager you will be in charge of your own portfolio of clients. The development and maintenance of strong relationships with your portfolio of clients. Your role will include:

• Understanding the nature of clients’ businesses and how they operate
• Keeping client promises and addressing clients questions in a timely manner
• Planning monthly jobs in accordance with year ends
• Completing Personal Tax Returns for portfolio clients in conjunction with the completion of accounts
• Reviewing, completion and presentation of accounts to clients
• Supervising team members to ensure timely completion of planned work

Requirements for the role

In order to succeed in this client manager role you will need to have worked in a similar role for an accountancy practice previously. The ideal (but not essential) candidate will have excellent knowledge of the CCH software. You will need to be able to work to strict deadlines, be self‑motivated and have a good attention to detail. On top of this you should have good Microsoft Excel skills and be able to work individually or as part of a team.

What you’ll get in return: This is a great opportunity to progress with your career in practice working for a Chorley based accountancy practice. The firm are looking to pay a competitive salary Dependant On Experience (DOE) and Qualifications (Q), flexible working, free parking. On top of this you will receive 23 days holiday plus bank holidays, friendly working environment, pension and a healthy work life balance. You will be joining an expanding firm that is continuously looking for ways to improve; this role and firm would present you with opportunities to further your career.

Diversity & Inclusion at bk plus

At bk plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.