Client Manager

Bennett and Game Recruitment LTD; England; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading firm of Chartered Certified Accountants is seeking an experienced Client Manager in Aylesbury. This full-time role involves managing client relationships, overseeing services, and developing new business. The firm prides itself on technical and interpersonal skills, addressing diverse client needs with a commitment to excellence.

Benefits

20 days holiday plus bank holidays

Study support

Hybrid working options

Training and professional development

Statutory sick pay

Statutory pension, with NEST

Qualifications

• 5+ years' experience in accounting, including 2+ in a management role.
• Knowledge of UK accounting standards and practices.
• Experience in managing client relationships.

Responsibilities

• Manage key client accounts and oversee service delivery.
• Prepare financial statements and reports for clients.
• Support business development initiatives.

Skills

Leadership

Communication

Analytical skills

Time management

Interpersonal skills

Education

ACA/ACCA qualification

Tools

IRIS Accounts Production

Sage Line 50

Sage Payroll

Xero

QuickBooks

Microsoft Office

Job description

Package and benefits: (phone number removed) (DOE), 20 days holiday, study support, and more

Location: Aylesbury

Working hours: 37.5 hours, Mon - Fri. 09:00-17:30

Client Manager/Portfolio Manager opportunity available within a highly successful firm of Chartered Certified Accountants based in Aylesbury. The firm provide accounting, tax, payroll, and advisory services to businesses and individuals. They work closely with their clients and act for a broad range of business and personal clients.

They pride their practice on having both the technical and interpersonal skills to address each client's unique accounting needs and build lasting relationships.

They are seeking an experienced Client manager to join the team on a full time, permanent basis. This key role involves managing client relationships, preparing financial statements, developing new business, overseeing service delivery, and supporting team growth.

Title: Client Manager

Package and benefits: (phone number removed) (DOE), 20 days holiday, study support, and more

Location: Aylesbury

Working hours: 37.5 hours, Mon - Fri. 09:00-17:30

Client Manager/Portfolio Manager opportunity available within a highly successful firm of Chartered Certified Accountants based in Aylesbury. The firm provide accounting, tax, payroll, and advisory services to businesses and individuals. They work closely with their clients and act for a broad range of business and personal clients.

They pride their practice on having both the technical and interpersonal skills to address each client's unique accounting needs and build lasting relationships.

They are seeking an experienced Client manager to join the team on a full time, permanent basis. This key role involves managing client relationships, preparing financial statements, developing new business, overseeing service delivery, and supporting team growth.

Client Manager Job Overview

• Manage a portfolio of key client accounts (i.e. manage relationships, communication and administration which includes billing)
• Manage new client onboarding procedures including quotes, AML checks, engagement letters
• Prepare internal accounts and management reports for directors
• Oversee accounting department operations including planning and monitoring
• Review work of the team including accounts, tax returns, and more for companies, partnerships, and sole traders
• Supervise a team of Accountants which includes experienced senior staff and assistant staff
• Prepare financial statements, tax computations and management report compilations for key clients
• Contribute to business development initiatives through networking, maintaining client satisfaction, and identifying new opportunities
• Lead client meetings and promptly respond to queries
• Oversee staff training and development needs
• Identify and implement process improvements
• Ensure compliance with all accounting standards and tax regulations

Client Manager Job Requirements

• ACA/ACCA qualified with 5+ years' experience, including 2+ years in management position with similar responsibilities
• Knowledge of UK accounting standards, tax, regulations, and practices
• Experienced using IRIS Accounts Production / Sage Line 50 / Sage Payroll
• Proficient with Xero, QuickBooks and Microsoft Office
• Strong leadership and team management skills
• Strong communication and interpersonal skills
• Strong analytical skills and high attention to detail
• Commercial acumen
• Strong time management and ability to work under pressure to tight deadlines
• Eligibility to work in UK without restriction

Client Manager Salary & Benefits

• 40,000 - 55,000 per annum dependant on experience + bonus potential
• 20 days annual leave plus bank holidays. Annual leave increased by 1 day a year up until 25 days
• Training and professional development
• Scope for hybrid working - office base preferred
• Monday - Friday, 37.5 hours
• Flexible working hours. Standard hours are 9am-5:30pm
• Statutory sick pay
• Statutory pension, with NEST

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for.