Senior Client Services Manager

Dickson O'Brien Associates; Manchester; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading client services firm in Manchester is seeking a Senior Client Services Manager to foster long-term relationships with a diverse client portfolio. This role involves managing client accounts, ensuring financial compliance, and mentoring junior team members. The ideal candidate will have experience in client management and a strong understanding of tax regulations. This is a key position for driving growth and ensuring client satisfaction in a dynamic environment.

Qualifications

• Proven experience as a client services manager or similar role.
• Strong understanding of tax laws and compliance.
• Ability to identify client needs and address them effectively.

Responsibilities

• Develop long-term relationships with clients.
• Manage financial aspects of client portfolios effectively.
• Assist in developing junior staff and improving office management.

Skills

Client relationship management

Financial management

Tax compliance

Mentoring skills

Business development

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