Job Description
We are proud to be recruiting for our established and innovative Chartered Accountancy practice in Staffordshire.
The practice is on a mission to:
* Change the face of the accounting world.
* Nurture open-minded decisions and courageous ideas.
* Lead with technology and new innovations.
The accountancy practice is seeking an experienced Client Manager to join their growing team on a full-time basis.
Purpose of the Role:
The main purpose of the role is to provide professional client management to our SME businesses and operational support to the business and branch.
Duties & Responsibilities:
As a Client Manager, you will carry out the following duties:
* Review all of the practice files that have been completed by the team, providing feedback and training on review points, including limited company accounts, sole traders, partnerships, and tax returns.
* Prepare file notes and any areas of interest for the client relationship director to hold the meeting.
* Post review adjustments to bring the file to internal completion.
* Assist in pre-audit accounts preparation and guidance of the team for our audit clients.
* Support the team through work that they carry out, training and identifying training needs for the team to cover mandatory training.
* Manage the team's apprenticeship requirements and ensure all studies and training are up to date.
* Assist the operations team with work planning requirements, ensuring sufficient time and resources to complete the jobs.
* Be the point of contact for some of the client base.
* Service a portfolio of clients.
* Manage performance and billing targets.
* Build positive working relationships with clients and the practice.
* Ensure compliance with all financial regulations.
* Knowledge of accountancy computer software including CAS, IRIS, Sage, Xero, and Quickbooks.
* Deal with client queries in a timely and efficient manner.
* Assist colleagues and trainees within the team with development and technical advice.
Essential Criteria:
* Practice accountancy experience (essential).
* Fully qualified accountant (ACA/ACCA).
* At least 3 years post-qualified experience in a practice environment (preferably).
* Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial.
* Excellent reporting skills.
* Confidently able to offer recommendations and advice to our clients.
* Highly competent with outstanding commercial acumen and a solid grasp of business aims and objectives.
* Demonstrable experience and a proven track record in a similar role.
* Previous experience of working with SME clients/businesses.
* A full UK driving licence is essential.
Benefits Include:
We offer an excellent benefits package including:
* Competitive salary.
* Competitive holiday structure.
* Pension scheme.
* Life assurance cover.
* Option to buy/sell holidays incentives.
* Flexible working options.
* Remote working options.
* Employee assistance programme (which includes life support, legal information, bereavement support, and medical support).
* Modern & friendly working environment.
* Team building, social, and corporate events.
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