DSG is one of the leading independent accountancy and advisory firms in the North West and is located in the heart of Liverpool City Centre. We have an enviable and wide-ranging portfolio of clients with an excellent reputation for delivering a high quality service.
We’re seeking a dynamic Client Manager to manage their own portfolio of clients and deliver exceptional service using the latest cloud accounting technology.
The ideal candidate will have a strong background in accounting, excellent communication skills and proficiency in cloud accounting and reporting software. You should be able to work independently, manage multiple clients simultaneously, and adapt to evolving technological solutions in the accounting field
The role will include:
* Onboarding of new clients, ensuring best practices are adopted from the outset and identifying potential opportunities for efficiencies, through processes or technology
* Overseeing and review the preparation of management accounts for clients within your portfolio, ensuring they are sent to the client by the agreed deadline.
* Overseeing bookkeeping and VAT returns and related workpapers prepared by staff members and approve for sending to clients
* Establishing own portfolio of clients and manage the WIP, with timely billing.
* Establishing good client relationships, acting as the main point of contact at DSG for VFO matters
* Supporting the Partners in driving the growth of VFO, identifying opportunities for upselling VFO services
Ideal candidates should possess the following attributes/experience:
* Relevant accounting qualification or qualified by experience
* Robust knowledge of Xero, Dext, Syft and other cloud software
* Proficient at all Microsoft Office Apps
* Excellent time keeping and time management skills
* Ability to juggle multiple priorities
* Proactive mindset
* Adhere to DSG values
* Training and development of a team
The Benefits to you:
We are a growing firm and always on the lookout for dynamic individuals. If you are keen, self-motivated and value working in a collaborative and supportive learning environment then DSG may be the place for you to start or further your career.
We are proud of our friendly and inclusive culture and our core values of honesty, integrity and a dedication to client service.
With all of our roles we offer:
* £competitive salary dependent on experience with a clear pathway to further pay and role progression.
* Annual leave (increases upon length of service with the option to buy/sell)
* Pension Scheme (including salary exchange)
* Group Life Assurance
* Medicash Cover
* Flexible Working Policy
* Cycle to Work Scheme
* Travel Loan Scheme
* Accredited Investor in People
* Employee recognition awards
* Regular, planned staff social events which are subsidised and well-attended!