JOB SPECIFICATION FOR CLIENT MANAGER
The Role
Requirements
We are looking for an excellent client manager to join the team and be responsible for a portfolio of clients, delivering both accounting and business support to help our clients grow and become the best they can be. As our client experience is our highest priority, we are looking for someone who is passionate and dedicated to being the best they can be too. If you are smart, quick thinking and client focused, then this role is for you.
• Someone who sees themselves as more than just an accountant
• Motivated to be part of an ambitious, growing firm
• Attention to detail and understanding how important the detail is
• The ability to work across a number of jobs, and be a quick thinker, reporting directly to clients and partners
• The ability to think ‘outside the box’ and be a creative and lateral thinker
• The ability to communicate complex matters to clients in simple terms
• Be an excellent problem solver, offering a diverse range of skills to the team and clients
• Excellent communication skills and the understanding of client service being number one
• Ability to motivate and lead team as well as be a team player who’s not afraid to roll up sleeves and ‘muck in’ when required
• Qualified ACA or ACCA with strong technical skills and minimum of 5 year experience in practice
• Experience with OMBs and the issues specific to them
• Experience with IRIS, QuickBooks, Xero, Futrli and Silverfin and have a strong digital mindset
Who We Are
• A dynamic team of lateral thinkers dedicated to giving the best client experience
• A general practice firm with specialist areas, offering accounting, data management and tax services
• A determined and growing practice, striving for excellence and digital leadership
• A brand aware firm with an open mind and an open door policy
What We Offer
• A fun, open and engaging environment to work
• The opportunity to work directly with partners and clients
• The opportunity to develop new skill sets such as networking, content writing, client training and webinars
• The opportunity to grow and develop and be an important part of a dynamic, growing firm
• The opportunity to build an autonomous client portfolio
• A supportive environment for personal growth and development
• A competitive salary package
Our Clients
• Property investors and developers
• Professional service practices
• Media, communications and creative businesses
• Fashion, entertainment and music
• Digital and technology enterprises
• Entrepreneurial owner managed businesses
Responsibilities
• Preparation and finalising accounts and associated tax returns
• Supporting clients with business management and accounting functions
• Management accounts, budgets and forecasts
• Overview of general tax planning such as profit extraction for OMBs
• Preparing/assisting with business plans and data analytics
• Responsible for digital implementation and support for clients with cloud accounting
• Reviewing work and training of less senior team members
• Managing team and ensuring client deadlines are met
• Reporting to and liaising directly with partners and clients
• Assisting partners with practice management functions to grow the firm
