Client Manager

Client Manager

• Annual Salary: £50,000 -£60,000
• Location: Longfield, Kent
• Job Type: Permanent (37.5 hours per week), Office-based/ Hybrid/ Remote                                             

A leading forward-thinking accountancy practice is seeking a Client Manager who will act as the primary point of contact for their clients, and support in financial decisions.

In this role you will be guiding clients through their financial journey with strategic advice. There will be a mix of year end work and providing virtual finance director services.

The responsibilities: - 

• Client Relationship Management: Act as the first point of contact for clients and provide guidance/support.
• Data Management and Improvement: Oversee the accuracy of financial data, identify areas for improvement, and alert clients to potential pitfalls in a timely manner.
• Financial Oversight and Advisory: Support clients in understanding their financial figures, helping them interpret data to make informed decisions. Provide a "second opinion" and evaluate the pros and cons of potential business moves.???????
• Financial Reporting: Produce comprehensive reports that include profit and loss, balance sheet analysis, customer analysis, and bank balance reviews, adding valuable commentary and comparisons to highlight significant changes.??????????????
• Financial Analysis: Conduct regular financial analysis, including bank reconciliations, monitoring of outstanding sales, and checking for missing purchases. Alert clients to potential issues, such as outstanding invoices/unnecessary expenses.
• Strategic Planning: Offer strategic advice on cash flow management, foreign exchange, and other financial areas. Provide detailed reports with analysis, comparisons, in strategic decision-making.
• Client Portfolio Management: Manage your portfolio of clients to ensure that submissions are all delivered ahead of deadline, including accounts, VAT returns.
• Team Development: Sharing knowledge, experience and insights with team members to help improve performance. Delegate where needed. 
• Development: Identify, communicate and implement opportunities to improve processes that contribute to the improvement of the business.

The requirements: 

• Commercially savvy and able to see the client’s perspective.
• Ability to lead - ACA / ACCA qualified (if no ACA / ACCA then demonstrable experience will be required)
• Experience in managing clients.
• Experience in going beyond traditional accounting requirements of reporting and helping clients improve.
• Excellent communication and interpersonal skills, capable of maintaining positive client relationships.
• Knowledge of the property sector's specific tax rules and regulations is highly desirable. 
• Attention to detail - Strong technical skills and understanding of accounting and tax rules.
• Strong analytical and problem-solving skills
• Able to adapt to different software and technology - Accountancy practice and industry experience (7+ years)

The rewards:

• Quarterly in-person team lunch or away day to discuss strategy.
• Flexible start / finish times 
• 23 days holiday plus 8x bank holidays (pro-rated for part time)
• Personalised development plan - Performance related bonus scheme
• 3% Pension Contribution
• Onsite parking
• Modern offices

To apply for this Client Manager position, please submit your CV and a cover letter detailing your relevant experience, your approach to client service, and why you are interested in this role.