We are looking for a skilled and professional Client Manager to join our team. The successful candidate will act as the first point of contact for an allocated portfolio of clients, managing their needs and ensuring that all accounting, tax, and compliance work is completed to a high standard. You will oversee client deliverables, liaise with our back-office team, and provide strategic support to clients.
Key Responsibilities:
1. Client Relationship Management:
o Act as the main point of contact for your assigned portfolio of clients.
o Build and maintain strong client relationships by providing timely responses and proactive advice.
o Conduct regular client reviews to identify opportunities for additional services or improvements.
2. Account Management:
o Oversee the preparation and review of accounts, tax returns, and VAT filings for your clients.
o Ensure all deadlines are met by working closely with clients and our back-office team.
o Monitor and report on client profitability and service levels.
3. Team Coordination:
o Delegate tasks to back-office staff and ensure work is completed accurately and efficiently.
o Review work completed by junior staff, providing feedback and guidance.
o Liaise with the Practice Manager to escalate complex client issues or workflow challenges.
4. Advisory Services:
o Identify areas where clients could benefit from strategic advice, such as tax planning or business development support.
o Provide recommendations to clients, ensuring compliance and efficiency.
5. Compliance and Reporting:
o Ensure all statutory deadlines for clients are met, including Companies House filings and HMRC submissions.
o Maintain accurate client records and workflows within practice management software.
Experience:
Required
Languages:
English – Advanced
Employment:
Full-time
Salary:
£23,000 – £25,000 yearly
Benefits:
Bonus on achievement of targets
About AJN Accountants:
AJN Accountants is a growing, dynamic practice serving a diverse range of clients, including SMEs, landlords, and professionals. Our mission is to provide exceptional customer service, proactive advice, and help clients achieve goals.
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