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Permanent

Client Manager

Kings Heath
money-bag Negotiable
224800204
Posted 3 weeks ago

Job Title: Manager
Team: Accounts Department
Location: Midlands Office
Job Type: Full Time

  • Competitive salary
  • 26 days holiday plus public holidays
  • Pension contributions exceeding the statutory minimum
  • Health plan benefits
  • Flexible working options
  • Free parking at the office
  • Clear opportunities for progression within the firm
  • Ongoing training and professional development support

Written by: Louisa Morgan, Accountancy and Finance Recruiter
Supported by: Workforce Finance

(url removed) Workforce Finance, we are proud to be supporting a very well-established accountancy firm situated within the Midlands, in a pivotal role that is essential due to the continued growth of the business. This is an exciting opportunity to join a dynamic and expanding team in a forward-thinking accountancy practice.

Key Responsibilities:

  • Review company financial statements and sole trade accounts
  • Oversee corporation tax returns and ensure accuracy
  • Draft advisory notes with the support of Senior Managers and Directors
  • Manage annual personal tax filings for clients, ensuring compliance
  • Demonstrate a strong understanding of financial statement disclosures
  • Lead the management of client portfolios, acting as the primary point of contact
  • Communicate with clients regarding deadlines and additional requirements
  • Assist Senior Managers and Directors with meeting deadlines for Accounts, Tax, VAT, Payroll, and Company Secretarial tasks
  • Collaborate with clients to gather necessary information and ensure timely submissions
  • Build and nurture strong client relationships, offering expert advice on financial matters
  • Provide guidance on the interpretation of financial results and offer practical advice
  • Support clients with the development and implementation of internal systems, controls, and accounting software
  • Confidently communicate tax and financial advice to clients, helping them navigate complex issues
  • Mentor and support the professional development of junior team members, including senior associates and supervisors

Attributes, Requirements & Skills:

  • Minimum 5 years of practice experience
  • Professional qualification (ACA, ACCA, or equivalent)
  • Proven experience managing your own portfolio of clients
  • Strong commitment to maintaining high-level technical knowledge
  • Proficient in Microsoft Outlook, Word, and Excel
  • Software Xero is essential; experience with Iris, Alpha, QuickBooks, and Sage 50
  • Strong awareness of technology and its application in accounting and practice management
  • Self-motivated and proactive, able to apply skills to new and evolving scenarios
  • Excellent interpersonal and communication skills; able to work well within a team and motivate junior staff
  • Ability to work under pressure while maintaining focus and accuracy
  • Exceptional analytical, research, and problem-solving abilities

Interested? To find out more, contact me at (url removed) or alternatively call (phone number removed).

#INDLM25

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