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Sewell Wallis is seeking a highly skilled and motivated Client Manager to join a dynamic firm of Accountants in Doncaster.
The successful candidate will play a pivotal role in managing and optimising our client's business and tax affairs while ensuring they receive top-notch professional service.
What will you be doing?
Client Analysis & Professional Service:
- Analyse the business and tax affairs of clients, ensuring they receive professional services as per our standards.
- Identify opportunities for pre-year-end planning, management information, and provide ongoing advice throughout their relationship with the firm.
Client Relationship Management:
- Oversee client interactions with the firm, ensuring they have access to a full range of practice services and specialists.
- Ensure client information is easily accessible to relevant staff within the practice.
Technical Work Review:
- Review technical work produced for clients, including bookkeeping, VAT returns, payroll reports, management accounts, financial accounts, and tax returns.
- Address errors, provide corrective measures, and identify staff training needs to ensure high-quality output.
Problem Resolution:
- Resolve client queries and service issues promptly.
- Keep management informed of any complaints and contribute to improving firm procedures.
Budget and Profit Management:
- Ensure client work aligns with prepared budgets and that fees are raised accordingly.
- Ensure additional work is billed, maintaining the firm's profitability on all projects.
Fee Collection & Financial Oversight:
- Ensure all work is paid for by informing the Practice Manager of clients in financial difficulties.
- Discuss prepayment options for challenging clients and ensure clients are notified of all fees as per procedures.
Business Development:
- Identify opportunities for one-off planning work for clients.
- Commission this work to the appropriate individual to ensure clients receive the correct advice and full value from our expertise.
Client Retention & De-registration:
- Identify clients at risk of leaving the practice (retirement, insolvency, dissatisfaction, etc.) and notify the Managing Director.
- Assist in client recovery or de-registration processes.
Process Improvement:
- Highlight issues in accounts production and other systems, addressing specific client or procedural problems.
- Work with relevant managers to resolve individual issues and implement procedural changes where necessary.
What skills are we looking for?
- Strong expertise in business and tax affairs.
- Excellent analytical and problem-solving abilities.
- Proven experience in managing client relationships and delivering high-quality service.
- Strong communication and interpersonal skills.
- Ability to review technical work and identify staff training needs.
- Financial acumen with experience in budget management and fee collection.
What's on Offer?
- Route to partner
- Flexible working around core hours
- Generous holiday allowance
- Christmas shutdown period
- Long-standing team with a great culture
- Great location in Doncaster with solid transport links to the M1, accessible from Doncaster, Sheffield, Chesterfield, Rotherham, Wakefield, Pontefract, Scunthorpe, Gainsborough and Goole.
For more information contact Faith Collins.
To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
