Client Manager

Bk Plus; Healey; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Flexible working

Free parking

Pension

23 days holiday plus bank holidays

Friendly working environment

Healthy work life balance

Job summary

Chorley based accountancy practice is seeking a Client Manager to oversee a varied portfolio from sole traders to limited companies. You will develop and maintain strong client relationships, understand each business and plan monthly jobs in line with year ends.

The role requires experience in an accountancy practice, familiarity with CCH software, and strong Excel skills. You will supervise staff, meet deadlines, and provide timely accounts and tax return support, with flexible working and a

Qualifications

• Must have worked in a similar role for an accountancy practice.
• Ideal candidate will have excellent knowledge of CCH software.
• Good Microsoft Excel skills and the ability to work alone or as part of a team.

Responsibilities

• Understanding the nature of clients' businesses and how they operate.
• Keeping clients' promises and addressing clients' questions promptly.
• Planning monthly jobs in line with year ends.
• Meeting monthly planning targets.
• 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.

Skills

Client management

Relationship building

Time management

Microsoft Excel

Tools

CCH software

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

Meeting monthly planning targets

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. 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.

• competitive salary Dependant On Experience (DOE) and Qualifications (Q)
• flexible working
• free parking
• 23 days holiday plus bank holidays
• friendly working environment
• pension
• a healthy work life balance