Client Relationship Manager

Michael Page (UK); East Lindsey; On-site; GBP 38,000 - 45,000; Full time

Job summary

An established mid-tier firm is seeking a dedicated professional to join their team in East Lindsey. This role offers the opportunity to deliver exceptional customer care, prepare financial accounts, and ensure client satisfaction. The firm prides itself on its supportive environment and commitment to employee development, making it an ideal place for those looking to grow their career. With a competitive salary and significant bonus potential, this position is perfect for someone eager to contribute to a collaborative and innovative team. If you are passionate about accountancy and client service, this is the role for you.

Benefits

Large Bonus Paid Twice Yearly

Significant Development Opportunities

Family-oriented Work Environment

Qualifications

• ACCA/ACA qualified with experience in accountancy.
• Strong client service skills and commercial awareness.

Responsibilities

• Deliver the Customer Care Programme and maintain client satisfaction.
• Prepare financial accounts, tax computations, and VAT returns.

Skills

Commercial Awareness

Client Relationship Management

Accounting Software Proficiency

Report Analysis

Problem Solving

Education

ACCA/ACA Qualified

Degree in Accounting or Finance

Tools

Computer-based Accounting Software

Job description

Join a firm of dedicated and friendly professionals ambitious about service.

About Our Client

Established mid-tier firm with offices across the North West of England. Continuous development of people and systems has enabled the client to be forward-thinking and offer innovative, advice-led services to clients. Recently awarded for both its business performance and treatment of employees.

Job Description

1. Deliver the Customer Care Programme to your portfolio, adding real value to clients' businesses.
2. Aim to keep clients' tax liabilities minimal, improve profitability, and help invest and protect their wealth, family, and business.
3. Plan, prepare, and review financial accounts.
4. Identify and discuss barriers to work completion within budget or opportunities for generating income.
5. Resolve outstanding queries with clients before discussing files and final accounts with the Client Portfolio Manager, Managing Director, or Partner.
6. Prepare Business Tax Computations (Income Tax) for review.
7. Prepare and submit VAT returns for clients.
8. Maintain clients' accounting records and management accounts information.
9. Prepare management information reports as required and advise clients on improving profitability or cash flow, including competitor analysis, pricing reviews, dashboards, and profit reports.
10. Work at clients' premises as needed, undertake special projects, and perform other tasks as reasonably required.

The Successful Applicant

1. Possess commercial awareness, identify opportunities for additional fees or services, and leverage networking to engage new clients.
2. Be effective in all aspects of accountancy work, completing jobs within agreed timescales and budgets.
3. Deliver high-quality, proactive client service and maintain positive relationships.
4. Ensure client satisfaction and resolve issues promptly.
5. Contribute to the practice's annual Business Plan.
6. Assist in establishing and operating efficient systems and procedures to develop the business.
7. Have a good understanding of computer-based accounting software and be efficient in report analysis.
8. Stay updated on relevant laws and regulations.
9. Develop soft skills necessary for effective client relations and service delivery.

What's on Offer

Salary up to £45,000. Large bonus paid twice yearly. Significant development opportunities for the right candidate. A great, family-oriented firm with a close-knit approach to business.