Client Manager

Title: Client Manager

Package and benefits: £(phone number removed) (DOE), 20 days holiday, study support, and more

Location: Aylesbury

Working hours: 37.5 hours, Mon - Fri. 09:00-17:30

Client Manager/Portfolio Manager opportunity available within a highly successful firm of Chartered Certified Accountants based in Aylesbury. The firm provide accounting, tax, payroll, and advisory services to businesses and individuals. They work closely with their clients and act for a broad range of business and personal clients.

They pride their practice on having both the technical and interpersonal skills to address each client's unique accounting needs and build lasting relationships.

They are seeking an experienced Client manager to join the team on a full time, permanent basis. This key role involves managing client relationships, preparing financial statements, developing new business, overseeing service delivery, and supporting team growth.

Client Manager Job Overview

Manage a portfolio of key client accounts (i.e. manage relationships, communication and administration which includes billing)
Manage new client onboarding procedures including quotes, AML checks, engagement letters
Prepare internal accounts and management reports for directors
Oversee accounting department operations including planning and monitoring
Review work of the team including accounts, tax returns, and more for companies, partnerships, and sole traders
Supervise a team of Accountants which includes experienced senior staff and assistant staff
Prepare financial statements, tax computations and management report compilations for key clients
Contribute to business development initiatives through networking, maintaining client satisfaction, and identifying new opportunities
Lead client meetings and promptly respond to queries
Oversee staff training and development needs
Identify and implement process improvements
Ensure compliance with all accounting standards and tax regulations

Client Manager Job Requirements

ACA/ACCA qualified with 5+ years' experience, including 2+ years in management position with similar responsibilities
Knowledge of UK accounting standards, tax, regulations, and practices
Experienced using IRIS Accounts Production / Sage Line 50 / Sage Payroll
Proficient with Xero, QuickBooks and Microsoft Office
Strong leadership and team management skills
Strong communication and interpersonal skills
Strong analytical skills and high attention to detail
Commercial acumen
Strong time management and ability to work under pressure to tight deadlines
Eligibility to work in UK without restriction

Client Manager Salary & Benefits

£40,000 - £55,000 per annum dependant on experience + bonus potential
20 days annual leave plus bank holidays. Annual leave increased by 1 day a year up until 25 days
Training and professional development
Scope for hybrid working - office base preferred
Monday - Friday, 37.5 hours
Flexible working hours. Standard hours are 9am-5:30pm
Statutory sick pay
Statutory pension, with NEST

Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy.

Bennett and Game Recruitment are a multi-disciplined technical recruitment agency based in Chichester, West Sussex operating across the UK with specialist teams covering a range of industries.

We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying you are granting us consent to process your data, contact you about the services we offer, and submit your CV for the role you have applied for