Our Values
Be a great team player, building genuine relationships, always forward thinking, and always professional. These all lead us to our core purpose for our team, our business, and our clients: to help everyone be the best they can be.
At Pinfields, we believe our values shouldn’t just be buzzwords banded around the office or spouted to clients. We believe in our values and know that by living up to them, we create a happier work environment and attract the right team and clients for us.
As part of our value to build genuine relationships, we believe it is imperative to be transparent and honest about the role. Therefore, we have provided detailed information about the role you will be applying for and our expectations.
Job Role – Client Manager
The general role involves managing clients' deadlines, working with the team to meet these deadlines, and liaising with clients and senior management. You will report directly to Senior Managers and Directors.
The role includes:
1. Liaising with your allocated clients regularly, handling ad-hoc queries, and collating records to meet deadlines.
2. Reviewing VAT returns prepared by the team.
3. Conducting brief reviews of client accounts before senior management review.
4. Preparing accounts to draft stage for limited companies, sole traders, and partnerships.
5. Preparing management accounts as required.
6. Visiting clients at their premises.
7. Assisting with work planning among client managers.
8. Preparing VAT returns as needed.
9. Training the next generation of accountants within the team.
This is a busy role with direct client contact and monthly deadlines. The successful candidate will demonstrate the ability to prioritize effectively in a busy environment while managing client expectations.
Role requirements
The successful candidate will demonstrate experience in:
* Communicating with clients
* Managing people
* Managing deadlines
* Liaising with senior management
* Working in a team
* Strong attention to detail
The candidate must be a fully qualified member of a chartered professional body, including ACCA, CA, CIMA, or ICAEW. Holding a full UK driving licence is also required.
Skills:
The candidate should be hardworking and professional, with working knowledge of Microsoft Office (Word, Excel, Outlook).
Qualifications:
As mentioned, the candidate must be fully qualified via the examination route with a recognized chartered body (ACCA, CA, CIMA, ICAEW).
Remuneration
The role offers an attractive package:
* Annual salary of £36,000 to £43,000, depending on experience
* Company pension contributions of 3%
* Annual leave of 21 days plus bank holidays, plus 2 additional days off at set times
* One volunteer day per year for charity work
* After probation, up to 2 days per week WFH, booked in advance
* Monthly team lunch courtesy of Pinfields
* Access to a busy social calendar, optional participation
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