Client Manager

Client Manager

ProTalent are currently working with an exciting boutique accountancy practice in Milton Keynes to recruit a new Client Manager.

The firm:

• Exciting and fast-growing boutique accountancy firm in Oxford
• Diverse and loyal client base
• 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
• 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 or part-qualified with experience in an accountancy practice
• Minimum 3 years’ experience in practice (preferably currently working in practice)
• Excellent verbal and written communication
• Ability to judge priorities and make decisions quickly
• Familiar with cloud accounting packages and emerging tech
• 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 in this Client Manager role.