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A forward-thinking accountancy practice based in North Kent is actively seeking an experienced Client Manager to join the team.
The firm is committed to providing clients with exceptional financial guidance and support. Their goal is to empower businesses to thrive by offering insightful financial advice and strategic planning.
They believe the development of a strong team, with confident, competent and supported members, is the most important factor in delivering business success. They have doubled in revenue and team members over the last two years and this growth is set to continue; this means opportunities for the team members to grow, learn new skills and help shape the direction of the business.
This is an opportunity to join an enthusiastic and growing team.
The responsibilities:
- Client Relationship Management: Act as the first point of contact for clients, especially when they have new ideas or require guidance, ensuring a high level of service and support.
- Data Management and Improvement: Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner.
- Financial Oversight and Advisory: Support clients in understanding their financial figures, helping them interpret data to make informed decisions. Provide a "second opinion" and evaluate the pros and cons of potential business moves.
- Financial Reporting: Produce comprehensive reports that include profit and loss, balance sheet analysis, customer analysis, and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes.
- Financial Analysis: Conduct regular financial analysis, including bank reconciliations, monitoring of outstanding sales, and checking for missing purchases. Alert clients to potential issues, such as outstanding invoices or unnecessary expenses.
- Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other critical financial areas. Provide detailed reports with useful analysis, comparisons, and commentary to assist in strategic decision-making.
- Client Portfolio Management: Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns, etc.
- Team Development: Sharing knowledge, experience and insights with team members to help improve team performance. Delegate where needed - we believe strongly in the Task Triangle and Delegate to Elevate.
- Business Development: Identify, communicate and implement opportunities to improve processes that contribute to the improvement of the business.
The requirements:
- Commercially savvy and able to see the big picture and the client’s perspective
- Being a team player with the ability to lead
- Excellent communication skills and able to build positive client relationships
- Experience in going beyond traditional accounting requirements of reporting and helping clients improve
- Strong technical skills and understanding of accounting and tax rules
- ACA OR ACCA qualified - qualified by experience may be considered
What’s in it for you;
- Full time role with flexible start / finish times to suit commitments
- Hybrid working
- Salary: Up to £65k, depending on experience
- 23 days holiday plus 8 bank holidays
- Personalised development plan
- Performance related bonus scheme
- 3% Pension Contribution
- Free onsite parking
- Comfortable modern offices
- Quarterly in-person team lunch or away day to discuss strategy
If you would like to be considered for this role then we would love to see your CV!
