Client Manager

Michael Page; Tiverton; On-site; GBP 38,000 - 48,000; Full time

Job summary

A reputable firm of chartered accountants in Tiverton is seeking a Client Manager to manage a diverse client portfolio and provide tailored tax and financial advice. The ideal candidate has strong qualifications in accounting, excellent organizational skills, and a client-focused attitude. This position offers an estimated salary between £38,000 - £48,000, with flexible working hours and opportunities for career progression.

Benefits

Great work-life balance

Supportive professional environment

Career progression opportunities

Qualifications

• Solid background in accounting, tax, and wider service provision.
• Strong knowledge of financial reporting and compliance.
• Excellent organisational and time management skills.

Responsibilities

• Manage a portfolio of clients as primary contact.
• Oversee preparation of financial statements and reports.
• Provide tailored tax planning and compliance advice.
• Conduct regular client reviews and identify growth opportunities.

Skills

Accounting knowledge

Tax compliance

Organisational skills

Problem-solving

Client-focused attitude

Proficiency in accounting software

Education

Professional qualifications in accounting or tax (ACCA, ACA, ATT, CTA)

Tools

Microsoft Office Suite

Job description

A highly reputable and successful firm of chartered accountants based in Tiverton is searching for a Client Manager to join their team as a key addition in a mixed accounts/tax and wider service support role to the managerial/partner group with opportunity to carve an influential role with a progression and career path on offer.

Client Details

Based in Tiverton this well established and successful firm acts for very wide ranging clients across varying industries and turnovers. As a result of combined replacement need and ongoing, sustained positive growth looking to plan for the future development of the firm, the partners are looking to bring in the right additional Client Manager to bolster their team. Full or Part time working hours can be explored, mouldable around the preferences of the right candidate.

Description

• Manage a portfolio of clients, acting as their primary point of contact.
• Oversee the preparation of financial statements and reports.
• Provide tax planning and compliance advice tailored to client needs.
• Conduct regular client reviews to ensure satisfaction and identify growth opportunities.
• Support the accounting team with technical guidance and oversight.
• Ensure compliance with relevant financial regulations and standards.
• Collaborate with clients to develop effective financial strategies.
• Maintain accurate client records and documentation.

Profile

A successful Client Manager should have:

• A solid background in accounting, tax and wider service provision within accountancy practice
• Professional qualifications in accounting or tax across any of ACCA, ACA, ATT, CTA
• Strong knowledge of financial reporting and tax compliance.
• Excellent organisational and time management skills.
• A proactive approach to problem-solving and decision-making.
• Proficiency in accounting software and Microsoft Office Suite.
• A client-focused attitude with an emphasis on delivering results.

Job Offer

• An estimated salary range of £38,000 - £48,000
• Opportunities to work in a supportive and professional environment.
• Located in Tiverton, offering a great work-life balance.
• Additional benefits to be confirmed upon offer.

If you are a motivated Client Manager seeking a rewarding role in Tiverton, we encourage you to apply and take the next step in your accounting and finance career