Client Manager

ACCA Careers; Penrith; On-site; GBP 40,000 - 55,000; Full time

Job summary

A well-regarded accountancy firm in Cumbria is seeking a Client Manager for their Penrith office. You will oversee client accounts and a small team, ensuring high-quality service and client satisfaction. This role requires ACA/ACCA qualifications and offers a collaborative environment with a commitment to staff well-being, including perks like private medical insurance and a birthday off.

Benefits

Commitment to staff well-being

Birthday off

Private Medical

Free Parking

Dress for your diary

Staff recognition scheme

Qualifications

• Experience managing a client portfolio and leading a small team.
• Proficient in accounting software.
• Forward-thinking and strong in problem-solving.

Responsibilities

• Manage a portfolio of accounting clients, ensuring excellent customer service.
• Build and maintain strong, professional relationships with clients.
• Directly manage client relationships and oversee staff performance.

Skills

Problem-solving

Team management

Client relationship management

Education

ACA/ACCA qualified

Tools

Accounting software

Job description

As a Client Manager, you will be responsible for effectively managing the Penrith office. You will manage and motivate the team, overseeing all work produced and undertaking line manager duties for the accounts staff based in the office.

Client Details

A well-regarded accountancy firm based across Cumbria with multiple offices, offering a range of accounting solutions to a diverse client base.

Description

1. Manage a portfolio of accounting clients, including sole traders, partnerships, and limited companies, ensuring excellent customer service in all interactions.
2. Ensure all client files are clear, organized, and comprehensive, including personal tax positions before fee earner meetings.
3. Develop a deep understanding of each client to meet their expectations effectively.
4. Directly manage client relationships, ensuring high-quality service.
5. Build and maintain strong, professional relationships with clients to enhance reputation and maximize referrals.
6. Conduct appraisals for team members and oversee staff inductions.
7. Review and approve timesheets, glide time, and holidays to maintain appropriate staffing levels.
8. Manage staff absence procedures, including return-to-work interviews.
9. Ensure team members meet firm expectations, identifying and addressing development needs.

Profile

• ACA/ACCA qualified
• Experience managing a client portfolio and a small team
• Forward-thinking with problem-solving skills
• Proficient in accounting software

Job Offer

• Commitment to staff well-being
• Birthday off
• Private Medical
• Free Parking
• Dress for your diary
• Staff recognition scheme