Client Manager

It is client facing role, you are the main point of contact for these clients. You deal with planning, reviewing and meeting and finalisation of client accounts.

Client Details

• leading small-medium sized firm based in Witney.
• Strong charity links and large client base
• Tightly knit working culture
• prioritises a balance between work and personal life.

Description

• Take ownership of managing a portfolio of clients mainly limited companies
• Client facing role - being the main point of contact for these clients
• Accounts for clients - planning, reviewing and meeting and finalisation
• Advising and giving guidance to clients on their accounts and other related matters
• Remuneration planning
• Overview of VAT returns / management accounts
• Being the main contact for your clients in regards corporation tax and personal tax services and review of these returns
• Assisting in the training / support of trainees
• Supporting the directors with more technical tasks

Profile

• A good communicator
• A strong technical background in accounts
• A strong technical background in tax
• Excellent IT skills
• A proactive approach to looking after their clients
• A self starter but also an effective team player
• A strong commercial approach
• Bringing jobs in within budget
• Organised - Efficient management of portfolio work in progress
• A genuine interest in building fee income to their client base
• ACA/ACCA Qualified (newly qualified) or qualified by experience.

Job Offer

Competitive salary + Benefits

flexible working