ACCA Careers
Client Manager
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Join a growing firm in Bolton as a client manager
Take responsibility for managing a portfolio of well established clients, leading and developing the accounts team, and supporting the ongoing development and modernisation of the practice.
Client Details
Established in 2019 when a number of leading business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. The collective mission is to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships.
Description
Key responsibilities of the Client Manager:
- Provide excellent service, support and business advice in a proactive manner for a well-established portfolio of limited company clients
- Build strong client relationships and identify new advisory opportunities.
- Support Portfolio Managers with more technically complex client accounting matters and help excel the team through training and leadership
- Take a lead role in managing client assignments for your the portfolio from the planning stage all the way through to delivery to client; including statutory and management accounts, corporation tax, personal tax and VAT computations and returns
- Analyse financial information to provide specialised tailored advisory services to clients
- Oversee compliance delivery and monitor deadlines for all your client portfolio jobs, including accounts, VAT, tax returns, CS01's etc
- Manage, lead, develop and monitor performance of a team of senior and junior members to ensure standards, compliance and service are maintained
- Provide advice to clients regarding tax planning including remuneration strategy, pension contributions, capital assets etc
- Liaise with credit control department to ensure services are provided, billed and our credit control policy is adhered to
- Liaise with personal tax manager on self assessment preparation for your portfolio of clients as well as with the wider tax specialist team on specific client tax matters
- Support implementation of new technologies and working practices
- Lead on project management such as process improvements and standardisation across the practice
- Involvement with business development initiatives
- Support onboarding of new clients and identify growth opportunities within the practice
- Attend and conduct client meetings when required
- Set and maintain the highest standard of quality to all clients
- Set an example for the team as a natural leader
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Profile
A Successful Client Manager Should Have
- Minimum ACCA/ACA qualified with experience within a general practice
- Strong all-round technical knowledge across accounts preparation and taxation
- Good understanding of personal tax
- Strong technical knowledge of FRS 102 reporting standards
- Strong organisational and leadership capability; managing staff and reviewing work
- Excellent communication and client relationship management skills
- A proactive and commercially minded approach
- Proven experience of managing own portfolio of clients
- Experience of using cloud accounting software (Xero essential) and knowledge of accounting support software (examples: Dext, CCH etc)
- Can do attitude with exceptional communication and organisational skills
- A compassionate leader, able to inspire and motivate junior members of the team and enthusiastic about developing and mentoring
- Passion for speaking to clients and to provide excellent customer service
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Job Offer
- Salary ranging from £60,000 to £70,000, dependent on the level of experience.
- Company pension scheme.
- 25 days of annual leave plus bank holidays.
- Additional annual leave days based on seniority.
- Option to buy up to 5 extra days of annual leave, reaching a maximum of 30 days per year.
- Business closure over the Christmas period.
If you're interested in this role, apply now.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location