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Client manager – accountancy practice

Loughborough
Blusource Finance Limited
Client manager
Posted: 30 August
Offer description

A superb accountancy firm, based within an easy commute of Leicester, Loughborough, Coalville, and South Nottingham, is hiring for a tremendous job role. Ideally, candidates should be at a qualified level (ACA, ACCA, etc.), but finalists will also be considered.

Key aspects of this job include:

* SALARY LEVEL: The guide is around the mid £40s, with flexibility depending on experience and qualifications. The firm may consider a higher-level hire at an increased salary if you can win work and hold meetings. Additionally, the firm pays commission on all work brought in, which can significantly increase your take-home pay.
* HYBRID WORKING: After the probationary period, allowing for up to 60% home working.
* MAIN BENEFITS INCLUDE: Remote working, opportunity to lead a client-facing role, death in service package, autonomy to manage a client portfolio, develop knowledge in areas like special project work, and regular free food in the office!

OVERVIEW:

We have a superb new role with an excellent accountancy and advisory business, offering a competitive salary plus a strong and recurring bonus system that adds significantly to your basic salary over time.

Requirements:

1. At least 3 years’ experience in an accountancy practice, ideally in accounts and possibly some audit. The firm is open to the right candidate with different backgrounds.
2. The role is client-facing, so personable qualities are essential.

The role is varied as a “Client Manager.” The candidate would be responsible for the day-to-day needs of a client base, overseeing the overall service to clients.

Responsibilities include:

* Being the main point of contact for all client queries.
* Handling accounts preparation, some audit work, corporation tax return preparation, and personal tax preparation.
* Engaging in tax compliance and tax planning for both personal and corporate clients.
* Preparing trust and estate returns.
* Involvement in inheritance tax planning.
* Supervising and coaching staff.
* Participating in daily practice planning and management.
* Assisting clients with budgeting and financial planning, liaising with banks and financial advisers.

Why do they retain staff so successfully? The roles give you total control of your client portfolio, leading to in-depth and interesting work such as sophisticated tax involvement, refinancing, buying/selling, etc. You become a business and tax adviser, with responsibilities growing organically. The firm promotes a good work/life balance, and the bonus system ensures you are well rewarded. The team environment is collaborative, and the firm’s growth makes it a positive, energising place to work.

We have had great success recruiting for this firm and are excited to share their new vacancy.

ADDITIONAL INFORMATION:

It offers a good salary, career progression, and genuine work/life balance. The firm provides variety and satisfaction, combining the best parts of working in practice with industry-level salary and balance.

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