Senior Client Adviser

Butler Rose Ltd; West Midlands; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Company car or car allowance option

Profit share scheme

Medical insurance

Free quality lunch 4 days a week

30 days holiday

Flexible working hours

Reward lunches

Team building days

Opportunities for professional growth

Job summary

A well-established firm in Coventry is seeking a Senior Client Adviser to enhance client relationships and ensure satisfaction. You will manage a portfolio, attend client meetings, and coordinate with specialist teams. Ideal candidates will have at least two years in accounting and strong knowledge of tax matters. The position offers excellent employee benefits, including a company car option and flexible working hours, creating a supportive work environment.

Qualifications

• Solid understanding of key tax matters including Corporation Tax and Personal Tax.
• Minimum two years' experience within an accounting role.
• Ability to self-motivate and manage clients.

Responsibilities

• Lead relationship owner for your client portfolio.
• Run quarterly client reviews and planning sessions.
• Act as an advocate for the client internally.

Skills

Client relationship management

Effective communication

Commercial awareness

Attention to detail

Sales skills

Job description

Senior Client Adviser
Coventry
Salary range up to £80,000 (DOE)

Butler Rose Public Practice is delighted to be supporting a well-established firm in Coventry with the appointment of a Senior Client Advisor.

You will help deliver the firm's vision of improving the quality of life for business owners, acting as a trusted advisor to your client portfolio. Building strong, lasting relationships, you\'ll ensure excellent service, high client satisfaction, and long-term loyalty, creating advocates who refer others.

Role Requirements

• Primary client contact - Lead relationship owner for your client portfolio.
• Chair client meetings - Run quarterly reviews, planning sessions, and key discussions.
• Holistic client understanding - Develop a full picture of the client\'s business and personal objectives to act in their best interests.
• Day-to-day query management - Respond promptly to client questions by phone and email.
• Client advocate internally - Represent the client\'s interests and ensure the best outcomes in internal discussions.
• Coordinate with specialist teams - Liaise with tax and other teams on projects and resolve client-related issues.
• Identify sales opportunities - Spot client needs, initiate conversations, and help progress new service opportunities.
• Create chargeable projects - Define solutions, scope work, and articulate value to clients.
• Support and mentor juniors - Train and develop junior team members toward Client Advisor roles.
• Strong commercial awareness - Understand KPIs, profitability, cashflow, and business value while delivering service aligned with firm values and professional standards.

Personal Requirements

• Having a solid understanding of key tax matters - Corporation Tax, Personal Tax, IHT, CGT etc.
• Having a solid understanding of the way business software systems work so as to be able to advise on running businesses by reports and ensuring the credibility and accuracy of accounting reports.
• Understanding different types of business model, how they make money and related accounting methods for different business models.
• Excellent communication and verbal skills at all different levels to include presentations, with the ability to self-motivate and manage clients.
• Excellent attention to detail and readiness to learn sales skills to enable upselling to clients.
• Excellent client service with a minimum two years\' experience within an accounting role.

Employee Benefits

• Company car or car allowance option (after qualifying period in the role)
• Profit share scheme (after qualifying period in the role)
• Medical insurance (after qualifying period in the role)
• Free quality lunch 4 days a week
• 30 days holiday (including bank holidays)
• Flexible working hours
• Reward lunches
• Team building days
• Opportunities for professional growth and development
• A supportive and collaborative work environment

This is an outstanding opportunity for the right individual to join this firm of choice.

Great role but not for you? We offer a £150 referral fee so why not let your friends know about this position.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Liezl Botha, Butler Rose (AGY) [e-mail]

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Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.