Client Manager - Practice

Dickson O'Brien Associates Limited; Greater Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in Greater Manchester is seeking a Senior Client Services Manager to develop long-term client relationships and oversee the financial management of diverse portfolios. The role demands a proactive qualified accountant who can engage clients effectively and manage a team, contributing to continuous improvement within the firm.

Qualifications

• A qualified accountant who is proactive, with a passion for client engagement.

Responsibilities

• Managing client relationships with regular touch points.
• Driving monthly billing targets and improving recoveries.
• Reviewing VAT, personal tax, and partnership returns.

Skills

Client engagement

Proactivity

Education

Qualified accountant

Job description

As Senior Client Services Manager, your role will be to develop long-term relationships with a varied portfolio of clients, ensuring their accounting and business advisory needs are met to the highest standards. You will engage with a wide range of clients. Working within a rapidly growing environment, you will be expected to manage client portfolios effectively while contributing to the growth of the business..

Key Responsibilities:

• Managing client relationships, which will include regular touch points with your clients, both online and in-person
• Explore development opportunities with existing relationships to increase portfolio sizes
• Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
• Reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts
• Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice
• Identifying training and development needs and ensuring these are facilitated

Requirements:

• A qualified accountant who is proactive, with a passion for client engagement.