puro accountancy
Puro Accountancy
Published
January 16, 2024
Location
Newcastle-under-Lyme, United Kingdom
Category
Job Type
Perm  
Salary From:
£35,000
Salary To:
£40,000

Description

Client Manager
Newcastle-under-Lyme
Up to £40k DOE

Our client, a highly reputable and thriving accountancy practice in Newcastle-under-Lyme, is seeking a dedicated Client Manager to join their dynamic team. This is a fantastic chance to become an integral part of a supportive and forward-thinking organization that values its employees and clients alike.
As a Client Manager, you will play a pivotal role in maintaining strong relationships with our valued clients and ensuring their financial needs are met effectively. You will be responsible for managing a diverse portfolio of clients, including individuals, small businesses, and corporations, providing them with comprehensive accounting services and strategic advice.

Responsibilities:

  • Building and maintaining excellent relationships with clients, understanding their financial objectives, and offering personalized solutions to meet their needs.
  • Managing all aspects of the clients' accounts, including bookkeeping, tax planning, and compliance.
  • Overseeing and reviewing financial statements, providing accurate insights and recommendations to clients.
  • Assisting clients with complex financial matters, including budgeting, forecasting, and financial analysis.
  • Collaborating with internal teams to ensure a seamless service delivery and identifying opportunities for business growth.


Requirements:

  • A minimum of 5 years’ experience working in an accountancy practice environment, demonstrating a strong track record in client management.
  • Proven expertise in various accounting software and applications.
  • A professional accounting qualification (ACCA, ACA, or equivalent) would be advantageous.
  • Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
  • Strong analytical skills and attention to detail, ensuring the accuracy of financial reports and recommendations.
  • A proactive and self-motivated attitude, able to work autonomously and as part of a team.


Benefits:

  • Competitive salary package based on experience and qualifications.
  • Generous annual leave.
  • Hybrid and Flexible working.
  • Support for professional development, including funding for further certifications and training.
  • A collaborative and friendly work environment, fostering career growth and advancement opportunities.
  • The chance to work with a diverse range of clients, contributing to your expertise and knowledge.

If you are excited about the opportunity to become a Client Manager in a busy and successful accountancy practice, please submit your up-to-date CV or contact Dom on 01904 571760 for more details.

Apply
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