This firm of Chartered Accountants based in York has a fresh outlook, they are driven by providing a first class service to their clients.The role of Client Services Manager is varied and will include reviewing and preparing annual accounts, and supervising and mentoring the team members in order to meet the client’s needs. The role will also include involvement with practice and workflow management for the wider team.The split of work will be around 80% working on key client portfolios and 20% looking at managing workflow of whole team, managing billing and work in progress and developing the team.We are looking for;• ACCA or ACA fully qualified• Have a solid accounting experience obtained within an accountancy 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• Be able to confidently work alone but also be a team player• Have excellent time managementMain duties in the role;• 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 clientsIPS Finance has 40 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
Back to searchManager - Chartered Accountants
IPS Group
Posted 18 days ago, valid for 24 days
York, North Yorkshire YO60, England
£36,000 - £43,200 per annum
Full Time
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Sonic Summary
- A Chartered Accountants firm in York is seeking a Client Services Manager with a salary of £45,000 to £55,000 per annum.
- Candidates must be ACCA or ACA fully qualified with solid accounting experience in an accountancy practice, requiring at least 3 years of experience.
- The role involves managing client portfolios, ensuring compliance matters, and supervising team members while also focusing on workflow management.
- Experience with IRIS, Xero, and Sage is preferred but not essential, and strong management and organizational skills are necessary.
- The position offers a mix of client interaction and team development responsibilities, emphasizing both independent work and teamwork.
