bk plus
Client Manager
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Manager
We are looking to recruit a Client Manager. You will be managing a varied client portfolios from sole traders, partnerships to limited companies. The firm offer a wide range of audit and accounting services both compliance and value added.
As a client manager you will be in charge of your own portfolio of clients. The development and maintenance of strong relationships with your portfolio of clients. Your role will include:
- Understanding the nature of clients’ businesses and how they operate
- Keeping client promises and addressing clients questions in a timely manner
- Planning monthly jobs in accordance with year ends
- Meeting monthly planning targets
- Completing Personal Tax Returns for portfolio clients in conjunction with the completion of accounts
- Reviewing, completion and presentation of accounts to clients
- Supervising team members to ensure timely completion of planned work
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.
In order to succeed in this client manager role you will need to have worked in a similar role for an accountancy practice previously. The ideal (but not essential) candidate will have excellent knowledge of the CCH software. You will need to be able to work to strict deadlines, be self-motivated and have a good attention to detail. On top of this you should have good Microsoft excel skills and be able to work individually or as part of a team.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What you’ll get in return:
This is a great opportunity to progress with your career in practice working for a Chorley based accountancy practice. The firm are looking to pay a competitive salary Dependant On Experience (DOE) and Qualifications (Q), flexible working, free parking. On top of this you will receive 23 days holiday plus bank holidays, friendly working environment, pension and a healthy work life balance. You will be joining an expanding firm that is continuously looking for ways to improve; this role and firm would present you with opportunities to further your career.
“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