Role details

Client Manager - Excellent Independent Practice

Dartford   •   £42,000 - £50,000   •  Permanent

Bullet points

  • An excellent opportuntiy offering great autonomy!
  • Great exposure and a fantastic development opportuntiy tio Partner

About Our Client

This client is a medium sized, well established accountancy practice near Dartford that have been in the market for many years. They have a very mixed client base ranging from builders, consultancy businesses and media companies to name a few (£100,000 - £5m turnover) through to large multi million pound, national groups (up to £100m turnover). They are looking for a Client Manager to manage a team of 4 staff, providing an external accounts service and in return are offering a rout to Partnership for the right person.

Job Description

This Client Manager role will suit somebody coming directly from a practice background with mixed experience.

The client Manager will be responsible for maintaining their own portfolio of clients and providing a mixed service of Accounts, Management Accounts, Corp/ Pers Tax, VAT ect via their team of four staff (two accountants and two bookkeepers). There will also be the opportunity to get involved with ad hoc, specialist work too.

The Client Manager's workload will include:

  • Manage portfolio of clients, including:
    • meeting clients;
    • coordinating work (including budgets) and ensuring quality meets required standards;
    • time cost recovery and billing;
    • client complaints; and
    • monitoring profitability.
  • Manage team to deliver Accountancy services to clients;
  • Lead end of year account review meetings with clients;
  • Agree fees for Accounts/Tax/Value Added Work (e.g. HMRC enquiries) with clients and collection of fees via e.g. standing orders/direct debit forms;
  • Implement Client Relationship Strategy;
  • Implement Client Referral Strategy;
  • Work with colleagues to deliver other services (e.g. payroll, consultancy) to clients.
  • Other duties commensurate with the position of Partner Designate.

The Successful Applicant

* Professional qualification e.g. ACA, ACCA gained ideally in a general practice environment

* Have a background of managing a sizeable client portfolio with a broad mix of clients

* A background in dealing confidently with a variety of business and personal clients

* Good networking skills

* Proven business winning skills with the ability to generate new business through existing or new clients

* Track record of successfully managing, motivating and leading a team

* Excellent communication skills

* Diligent, accurate and hands on approach to work

* Maintain adequate CPD in all areas of the field of accountancy

What's on Offer

A Salary on the region of £42,000 - £50,000

A full benefits package

Realistic progression prospects

Apply for this job

Click the Apply or LinkedIn button below or contact Tristan Finch on +44 1622 604 510 quoting job reference 13479059
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