Client Services Manager, York, £45,000-£50,000Due to growth, an established accountancy practice in York is recruiting for a talented Client Services Manager to provide a first-class to their clients.You will undertake a variety of work types for their clients including accounts preparation, auditing services, taxation compliance, outsourcing solutions, book-keeping, payroll and consultancy & general advice. Reporting to the Director of the service line, you will review and prepare annual accounts and supervise and mentor the team members in order to meet the client’s needs. The role will be split 80% productive (working on key client portfolios) and 20% internal (managing workflow of whole team, managing billing and work in progress and developing the team).Main duties:• Managing a portfolio of clients comprising incorporated businesses, although experience of unincorporated businesses and individuals would be advantageous• Responsibility for all compliance matters for clients - annual accounts and corporation tax returns• Personal tax planning for individuals• Responsibility for maintaining WIP and managing team KPI’s• Reviewing work performed by other team members and assisting with staff training• Being the main relationship contact for clients• Promotion of the Accounts & Outsourcing team internally and externally - with clients, professional contacts and potential clients• Planning and organising workflow within the department• Identifying cross servicing opportunities and business development Requirements:• ACCA or ACA fully qualified• Have a solid accounting experience obtained within practice • Knowledge of accounts preparation for incorporated and unincorporated clients• Experience working with IRIS, Xero and Sage would be preferential, but not essential• Have strong management, communication and organisational skills• Have experience of managing and controlling workflows in a practice environment• Be able to confidently work alone but also be a team player• Have excellent time management• Have the ability to work under pressure, to deadlines and respond promptly to requests• Be proficient in Outlook and Word• Experience in Microsoft Excel to an advanced levelBenefits:• Bonus scheme• 25 days holiday + statutory bank holidays• Birthday day off• Death in service (3 x salary)• Healthcare scheme• Pension• On-site parking
Client Service Manager, York
Si Recruitment
Posted 12 hours ago, valid for 15 days
York, North Yorkshire YO60, England
Full Time
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Sonic Summary
- The role of Client Services Manager in York offers a salary between ÂŁ45,000 and ÂŁ50,000.
- Candidates are required to have solid accounting experience obtained within practice and must be ACCA or ACA fully qualified.
- The position involves managing a portfolio of clients, ensuring compliance, and mentoring team members while maintaining workflow.
- Experience with accounting software such as IRIS, Xero, and Sage is preferred but not essential, along with strong management and organizational skills.
- The company provides benefits including a bonus scheme, 25 days holiday, and a healthcare scheme.