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As Senior Client Services 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. Working within a rapidly growing environment, you will be expected to manage client portfolios effectively while contributing to the growth of the business..
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
Requirements:
- A qualified accountant who is proactive, with a passion for client engagement.
