Client Manager (Accountancy practice) / Head of SME Clients
Salary: £45,000 - £52,000 per year plus benefits (Depending on experience)
Location: Staffordshire
Term: Full Time & Permanent (Hybrid - up to 2 days remote)
Rota: Monday - Friday | 9am - 5pm
UK Residents only with Full UK Right to Work required (No Sponsorship)
Innov8 Agency Ltd are proud to be recruiting for our established and Innovative Chartered Accountancy practice in Staffordshire
The practice is on a mission to:
* change the face of the accounting world.
* nurture open-minded decisions and courageous ideas.
* leading with technology and new innovations
The accountancy practice is seeking an experienced Client Manager to join their growing team on a full-time basis.
Purpose of the role:
The main purpose of the role is to provide professional client management to our SME businesses and operational support to the business and branch.
Duties & Responsibilities
As a Client Manager you will carry out the following duties:
* Review all of the practice files that have been completed by the team, feedback and train the team on review points. Including the review of; Limited company accounts, sole traders, partnerships and tax returns.
* Prepare file notes and any areas of interest you think are applicable for the client relationship director to hold the meeting.
* Post review adjustments to bring the file to internal completion
* Assist in pre audit accounts preparation and guidance of the team for our audit clients
* Support the team through work that they carry out, train and identify training needs for the team to be covered by mandatory training.
* Manage the team’s apprenticeship requirements and ensure all studies and training are up to date.
* Assist the operations team with the work planning requirements, ensuring sufficient time and resources to complete the jobs.
* Be the point of contact for some of the client base
* Servicing a portfolio of clients
* Performance management and billing targets
* Building a positive working relationship with clients and the practice
* Ensure compliance with all financial regulations
* Knowledge of accountancy computer software including CAS, IRIS, Sage, Xero and Quickbooks
* Dealing with any client queries in a timely and efficient manner
* Assisting colleagues and trainees within the team with development and technical advice
Essential Criteria
* Fully qualified accountant (ACA/ACCA) with at least 3-4 years post qualified experience in a practice environment (preferably)
* Exceptional interpersonal skills and able to successfully communicate with people at all levels, both financial and non-financial
* Excellent reporting skills
* Confidently able to offer recommendations and advice to our clients.
* Highly competent with outstanding commercial acumen and a solid grasp of business aims and objective
* Demonstrable experience and a proven track record in a similar role
* Previous experience of working with SM Clients / businesses
* A full UK driving licence is essential
Benefits include:
We offer an excellent benefits package including:
* Competitive salary
* Competitive holiday structure
* Pension scheme
* Life Assurance cover
* Option to buy/sell holidays incentives
* Flexible working options
* Remote working options
* Employee assistance programme (which includes; Life support, Legal information, Bereavement support, and Medical support)
* Modern & friendly working environment
* Team building, social and corporate events
Please apply below.
If you want to work for an established and growing and rewarding organisation with people, and award winning customer services at its core; then we would like to hear from you.