Client Relationship Manager

ACCA Careers; Preston; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established mid-tier firm in the North West of England is seeking a proactive individual to join their dynamic team. This role involves delivering high-quality accountancy services, enhancing client relationships, and contributing to the firm's annual business plan. With a focus on professional development and a supportive culture, this is an exciting opportunity for someone looking to grow within a well-regarded organization. You'll be instrumental in helping clients minimize tax liabilities and improve profitability while enjoying a generous salary and bonus structure. If you're ready to make a significant impact, this role is for you.

Benefits

Large Biannual Bonus

Significant Development Opportunities

Family-like Work Culture

Qualifications

• Strong commercial awareness with the ability to identify additional service opportunities.
• Proficient in accountancy work, ensuring timely delivery within budgets.

Responsibilities

• Deliver exceptional client service while managing financial accounts and tax computations.
• Prepare and submit VAT returns, maintaining accurate accounting records.

Skills

Commercial Awareness

Client Relationship Management

Accountancy Work

Problem Solving

Financial Analysis

Education

ACCA Qualification

Bachelor's Degree in Accounting or Finance

Tools

Accounting Software

Job description

Job Description

To make a positive and proactive contribution to the team achieving the annual business plan by maintaining and developing client-business relationships and providing a consistently high quality service to clients through efficient and timely completion of compliance and business-related advisory services.

Client Details

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 to offer innovative, advice-led services. Recently awarded for both business performance and employee treatment.

Responsibilities

1. Deliver the Customer Care Programme to your portfolio, adding real value to clients' businesses.
2. Assist clients in minimizing tax liabilities, improving profitability, and investing wealth wisely to protect their families and businesses.
3. Plan, prepare, and review financial accounts.
4. Identify and discuss barriers to work completion within budget or opportunities for income generation.
5. Resolve outstanding queries with clients before discussing files and final accounts with the Client Portfolio Manager/Managing Director/Partner, prior to client meetings.
6. Prepare Business Tax Computations (Income Tax) for review.
7. Ensure the preparation and submission of VAT returns on behalf of clients.
8. Maintain clients’ accounting records and management accounts as required.
9. Prepare management information reports (monthly, quarterly, half-yearly) and advise clients on improving profitability or cash flow, including competitor analysis, pricing reviews, dashboards, and profit reports.
10. Work at clients’ premises as required, undertake special projects, and perform other tasks as reasonably assigned.

Profile

1. Possess commercial awareness, identify opportunities for additional fees or services, and leverage networking to attract new clients.
2. Complete and deliver accountancy work effectively within agreed timescales and budgets.
3. Provide high-quality, proactive client service and maintain positive relationships.
4. Ensure client satisfaction and resolve issues promptly.
5. Collaborate with the team to deliver and achieve the practice's annual Business Plan.
6. Assist the Managing Director in establishing and operating efficient systems and procedures to develop the business.
7. Have a good understanding of computer-based accounts preparation software and be proficient in analyzing generated reports.
8. Stay updated with relevant laws and regulations.
9. Develop soft skills necessary for effective client relations and service delivery.

Job Offer

• Salary up to £45,000.
• Large bonus paid twice yearly.
• Significant development opportunities for the right candidate.
• Join a well-cultured firm with a family feel and a close-knit approach to business.