Client Manager

bk plus; Chorley; On-site; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Free parking

23 days holiday plus bank holidays

Pension

Flexible working

Friendly working environment

Job summary

bk plus is seeking a Client Manager in Chorley to manage a varied portfolio of clients, from sole traders to partnerships and limited companies, delivering a full range of accounting and advisory services.

You will build strong client relationships, plan monthly jobs around year ends, and supervise team members to ensure timely completion of work, including Personal Tax Returns and accounts presentations, with a strong emphasis on accuracy and deadlines.

Qualifications

• Experience working in an accountancy practice.
• Strong Microsoft Excel skills and attention to detail.
• Familiarity with CCH software is a plus.

Responsibilities

• Understand the nature of clients’ businesses and how they operate.
• Keep client promises and respond to client queries promptly.
• Plan monthly jobs aligned with year ends.
• Complete Personal Tax Returns for portfolio clients alongside accounts work.
• Review, complete and present accounts to clients.
• Supervise team members to ensure timely completion of planned work.

Skills

Attention to detail

Time management

Client relationship management

Communication

Education

Experience in an accountancy practice

Tools

CCH software

Microsoft Excel

Job description

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

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

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.