Client relationship manager - qualified accountant

TN United Kingdom; Preston; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established industry player is seeking a Client Relationship Manager who is a qualified accountant to join their dynamic team. This role involves delivering exceptional customer care, preparing financial accounts, and ensuring compliance with tax regulations. The firm is recognized for its commitment to employee development and offers a supportive environment that fosters growth and innovation. With a focus on maintaining strong client relationships and identifying new opportunities, this position promises a rewarding career path with excellent development opportunities in a close-knit, family-oriented culture. If you are passionate about client service and eager to make a difference, this role is for you.

Benefits

Large Bonus Paid Twice Yearly

Excellent Development Opportunities

Family Feel Culture

Close-Knit Business Approach

Qualifications

• Experience in delivering accountancy work effectively within timescales.
• Ability to develop soft skills necessary for client relations.

Responsibilities

• Deliver Customer Care Programme to your portfolio, adding real value.
• Prepare management information reports and advise clients on profitability.

Skills

Commercial Awareness

Client Relationship Management

Accountancy Work

Problem-Solving

Soft Skills for Client Relations

Tools

Computer-Based Accounts Software

Job description

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Client relationship manager - qualified accountant, Cumbria

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Client:

Page Personnel

Location:

Cumbria, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

4168d3985425

Job Views:

5

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Join a firm of dedicated and friendly professionals ambitious about service
• Fiercely independent practice with development guaranteed for those deserving

About Our Client

Established mid-tier firm with offices across the North West of England. Continuous development of people and systems has given the client the opportunity to be forward-thinking and take innovative advice-led service to clients. Recently awarded for both business performance and employee treatment.

Job Description

• Deliver Customer Care Programme to your portfolio, adding real value to their business
• Aim to keep clients' tax liabilities to a minimum, improve profitability, and help invest and protect their wealth, family, and business
• Plan, prepare, and review financial accounts
• Identify barriers to work completion within budget or opportunities for income generation
• Resolve outstanding queries with clients before discussing files and final accounts with the Client Portfolio Manager/Managing Director/Partner
• Prepare Business Tax Computations (Income Tax) for review
• Ensure the preparation and submission of VAT returns for clients
• Maintain clients' accounting records and management accounts information as required
• Prepare management information reports and advise clients on profitability or cash flow improvements, including competitor analysis, pricing reviews, dashboards, and profit reports
• Work at clients' premises as required and undertake other tasks reasonably assigned

The Successful Applicant

• Possess commercial awareness to identify additional fee opportunities and network to engage new clients
• Complete and deliver accountancy work effectively within timescales and budgets
• Provide high-quality proactive client service and maintain positive relationships
• Resolve client issues promptly and work towards the practice's Business Plan
• Assist in establishing efficient systems and procedures to develop the business
• Have a good understanding of computer-based accounts software and be able to analyze reports
• Stay updated on relevant laws and regulations
• Develop soft skills necessary for client relations and service delivery

What's on Offer

Salary up to £45,000, with a large bonus paid twice yearly. Excellent development opportunities, a great cultured firm with a family feel, and a close-knit approach to business.