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Permanent

Client Manager

Yorkshire
money-bag 50000.00-50000.00 Annual
3031912091
Posted 1 week ago

About Us:We are a professional accounting practice committed to delivering exceptional service to our clients. We pride ourselves on our technical expertise, proactive client management, and dedication to maintaining the highest standards. We are seeking a skilled and experienced Client Manager to join our team.Key Responsibilities:As a Client Manager, you will:1. Analyse clients business and tax affairs to ensure they receive professional, timely, and tailored service, including pre-year-end planning, management information, and ongoing advice.2. Manage client interactions with the practice, ensuring access to all relevant services and specialists, and maintaining accurate, accessible client records.3. Review technical work produced by staff, including bookkeeping, VAT returns, payroll reports, management accounts, financial accounts, and corporate and personal tax returns. Ensure errors are corrected and identify training or support needs.4. Resolve client queries and issues, keeping the Managing Director and other managers informed of complaints to maintain records and improve procedures.5. Ensure client work is completed within budget, fees are raised appropriately, additional time is billed, and expected profit levels are achieved.6. Monitor client accounts to ensure timely payment, advise on clients in financial difficulty, and follow procedures for prepayment and fee notifications.7. Identify opportunities for one-off planning work and commission the appropriate specia

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