Client Manager

A job opportunity has arisen, for an Accountant, ideally at a Client Manager level to join a Chartered Accountants, based within an easy commute of Coalville and Ashby-de-la-Zouch. The firm are open to both part-time and full-time applicants with the salary being negotiable, dependent on your experience and qualifications. The firm would like to see applications anywhere from experience Semi-Senior through to Manager grade and can craft the job role to suit the right person.

Benefits:

• Competitive salary in line with market rate
• Hybrid working, the opportunity to work 2 or 3 days a week from home
• Pension: Employer contribution of 3.5 % with an employee contribution of 5%
• 25 days of annual leave bank holidays
• Additional annual leave days from certain levels of seniority
• Ability to buy up to 5 days of annual leave
• Business closure over Christmas
• Life Assurance x4 annual salary
• Additional insurances for senior levels
• Enhanced family leave policies
• Enhanced Company Sick Pay
• Corporate Discounts
• PMI single or family
• Critical Illness Cover
• Cash plan
• Cycle to work
• Eye care
• Dental
• Salary Sacrifice

As Client Manager, your role will be to develop long-term relationships with a varied portfolio of clients, ensuring their accounting and business advisory needs are met to the highest standards. You will engage with a wide range of clients, including small, and limited companies, partnerships, sole traders, property landlords, and individuals requiring personal tax support. Working within a rapidly growing retail environment, you will be expected to manage client portfolios effectively while contributing to the growth of the business. This role offers flexibility and can be tailored to the right candidate, making it an excellent opportunity for someone who can step in and make an immediate impact.

Key Responsibilities:

• Managing client relationships, which will include regular touch points with your clients, both online and in-person
• Explore development opportunities with existing relationships to increase portfolio sizes
• Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting
• Reviewing VAT returns, personal tax returns and partnership returns, limited company and sole trader accounts 
• Assisting in the management of the office and developing junior members of staff and proactively look to develop a culture on continuous improvement and best practice
• Identifying training and development needs and ensuring these are facilitated
• Escalating development issues and progression requirements to senior management team

Requirements:

• A proactive, self-motivated accountant with a passion for client engagement.