JOB OVERVIEW

We are seeking a dedicated and proactive Client Manager to join our dynamic team. You will manage a portfolio of clients, your own workflow and manage and support the workflow of more junior staff members. Using your technical skills of FRS 105 & 102 you will be producing/reviewing statutory accounts for clients and presenting an operational summary of the results to your clients. With a focus on support and management accounts for our clients, you will have experience of producing management reports for your clients and reviewing client records to health check the book keeping.

• Identifying client requirements from their instructions.
• Ensuring that compliance with firm’s policies and procedures are adhered to (Money laundering/engagement letters/practice assurance and audit procedures).
• Controlling the engagement to ensure that client requirements are achieved.
• Controlling the engagement to ensure that regulatory or statutory deadlines are achieved.
• Controlling the engagement to ensure that all necessary resources are monitored for cost effective use.
• Preparation and review of accounts, tax computations and self assessment tax returns.
• Attending client meetings
• Monitoring time costs against agreed fee levels.
• Issuing fee notes in accordance with firm’s policy.
• Reporting to the engagement Partner as appropriate.
• Obtaining Partner approval for any deviation from Billing instructions.
• Identifying opportunities for additional work.
• Ensuring that the clients’ affairs are managed to the standard expected of a professional firm. This may involve seeking assistance from other staff members with the firm.
• Monitoring staff welfare.
• Ensuring work is planned and scheduled to meet the office performance indicators and criteria. Fee targets/chargeable time/fee recovery.
• Organisation of staff work schedules.
• Monitoring and evaluating staff performance.
• Ensuring that staff members receive appropriate on-the-job training.
• Ensuring completion of necessary CPD and maintaining a level of competence adequate to cope with the technical demands of your position.

EXPERIENCE

• A minimum of 3 years of experience in client management or a similar role within an accountancy practice or financial services environment.
• Ideally a professional qualification such as the ACCA/ACA/CTA
• Proven track record of successfully managing client relationships and delivering exceptional service.
• Experience in understanding and addressing client needs, providing tailored solutions, and effectively communicating complex financial information.
• Familiarity with accounting software and tools used in client management.
• Strong analytical skills with the ability to interpret financial data and provide insights to clients.
• Knowledge of relevant accounting regulations and compliance standards.
  If you are passionate about delivering exceptional client experiences and have the skills we are looking for, we encourage you to apply for this exciting opportunity as a Client Manager.
  Job Types: Full-time, Permanent
  Pay: £37,500.00-£45,000.00 per year

Benefits:

• Casual dress
• Company events
• Company pension
• Employee discount
• Free parking
• Health & wellbeing programme
• Store discount

Language:

• English (preferred)

Location:

• Shrewsbury SY2 6BL (preferred)

Work Location: In perso

Please refer the Job description for details