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Client Manager

Pro Talent
Posted 15 days ago, valid for a month
Location

Oxford, Oxfordshire OX4 2NL

Salary

£30,000 - £50,000 per annum

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Contract type

Full Time

Sonic Summary

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  • Salary: Not specified
  • Experience required: Minimum 8 years in practice
  • The firm is a well-established boutique accountancy practice in Oxford with a diverse and loyal client base within charities and non-profit sector.
  • The Client Manager role involves looking after a portfolio of clients, preparing accounts, and completing client services/tasks on time.
  • The successful candidate must be fully-qualified with excellent communication skills, ability to judge priorities, and experience with accounting packages.

ProTalent are currently working with a well-established boutique accountancy practice in Oxford to recruit a new Client Manager.

The firm:

  • Well-established boutique accountancy firm in Oxford
  • Diverse and loyal client base within charities and non-profit
  • Expert team who work hard to provide exceptional standards
  • Strong focus on client service

The Client Manager role:

  • As a Client Manager, you will look after your own portfolio of clients, with support from a Junior
  • Liaise with new and existing clients
  • Prepare, review and sign off accounts (some preparation of accounts will be required)
  • Accounts preparation for limited companies, partnerships, sole traders and charities
  • Preparation of management accounts
  • Complete client services/tasks on time according to internal and external deadlines
  • Allocate the appropriate amount of time to tasks (revenue generating activities)

The successful Client Manager candidate:

  • Fully-Qualified with experience in an accountancy practice
  • Minimum 8 years’ experience in practice (preferably currently working in practice)
  • Excellent verbal and written communication
  • Ability to judge priorities and make decisions quickly
  • Familiar with accounting packages (Excel, TaxCalc and Xero)
  • Experience of working with non-profit clients
  • Ability to solve problems, take responsibility and start adding value to the team immediately
  • Able to work independently is a must

Thank you for your interest.

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