Client Manager - Accountant

Trades Workforce Solutions; United Kingdom; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading workforce solutions provider in the United Kingdom is seeking a talented Client Manager to oversee a portfolio of clients while managing and supervising a dedicated team. Suitable candidates will possess qualifications in accounting, experience in client management, and excellent communication skills. This role emphasizes the importance of accuracy, detail orientation, and the ability to meet client deadlines in a fast-paced environment, alongside a proactive approach to problem-solving.

Qualifications

• Qualified Accountant with experience in an accountancy practice.
• Experience in managing client portfolios and team members.
• Strong attention to detail and communication skills.

Responsibilities

• Manage and service a portfolio of clients.
• Supervise and support team members in the office.
• Produce management and annual accounts.

Skills

Qualified Accountant with experience in an accountancy practice

Strong communication skills

Attention to detail

Experience in managing a portfolio of clients

Proactive attitude

Tools

QuickBooks

Sage

KashFlow

Xero

Job description

Client Manager

Key Accountabilities:

This is a team role accountable for managing and servicing a portfolio of clients and managing / supervising a team.

Managing and Servicing Clients

• Liaising with clients to build relationships and ensure the client’s needs and statutory deadlines are delivered smoothly. Proving client advice in an accurate, appropriate and timely manner
• Producing monthly/quarterly management accounts and annual accounts, using the various software packages (QuickBooks, Sage, KashFlow, Xero etc.)
• Producing and submitting VAT returns, Corporation Tax returns and SATR
• Liaising with the team to ensure other client services, for example, payroll and annual returns are completed

Managing and Supervising Team Members

• Support in managing the workload of the Wolverhampton office to ensure workload planning is efficient and effective across the team
• Reviewing the work of team members and coaching them where appropriate to ensure client work delivered is accurate and timely
• Acting as a sounding board for team members in a mentoring, coaching and training capacity

New Clients

• Undertaking meetings with potential new clients to understand their needs and to provide advice and fee proposals
• Signing up new clients and ensuring they are set up and registered in line with company procedures
• Liaising with team members where appropriate to introduce them to the client and establish the work responsibility

Management of Client Time and Maintenance of internal systems

• Update and completion of client time
• Ensuring all software is maintained with all reports, documents and client working papers and correspondence
• Working with the Practice Administrator to ensure the smooth running of the business where appropriate

Client Invoicing

• Ensuring clients are invoiced promptly in accordance with work carried out

Ad hoc Accountabilities

• Liaising with the team and outsourced services where required
• Attending team meetings, training courses and technical updates where required
• Actively and positively promoting the TaxAssist Brand at all times
• Attending network events where necessary to promote the business and increase leads / new clients
• Ad hoc tasks as required by the business

Skills and Qualities Required:

• Qualified Accountant with experience in an accountancy practice
• Experience in managing a portfolio of clients and managing team members to ensure workload and client deadlines are met, and the standard of delivery remains excellent
• Experienced in accounts preparation, tax, PAYE and VAT etc.
• Ability to work to deadlines and demonstrate flexibility
• Ability to manage own workload and work both independently and as part of the team
• Experience of supervising and managing team members and their work
• Confidence in using a range of software packages and taking on board new software tools
• Strong attention to detail and ability to process information accurately
• Strong communication skills and professional at all times with clients and colleagues
• Proactive in the role and demonstrates effective follow through to completion of the task
• Positive attitude and commitment