Create Balance Accountants, Tax and Business Partners are growing, and as a result, are seeking a passionate and proactive Client Manager to join our team. If you thrive on building strong client relationships, delivering exceptional service, and working collaboratively, we'd love to hear from you.
About the Role
As a Client Manager, you will be supporting our Senior Client Manager service a portfolio of clients, ensuring their accounting, tax, and business advisory needs are met on time whilst delivering high-quality outcomes that help our clients achieve their primary goals.
Our Core Values
At Create Balance, our values are the foundation of everything we do:
* People First – We prioritise the health and wellbeing of our clients and staff.
* Quality – We are committed to delivering our best work, every time.
* Collaboration – We believe in teamwork and supporting one another.
* Efficiency – We produce timely, accurate work without compromising quality.
* Innovation – We constantly ask ourselves if there's a better way to serve our clients.
Key Responsibilities
* Preparation of monthly/quarterly management accounts
* Review of accounts payable/receivables functions
* Payroll preparation
* Payment processing
* Review/completion of client VAT returns
* Bookkeeping tasks
* Guide and support junior team members
* Collaborate with team to solve client challenges and identify opportunities.
* Monitor deadlines and compliance requirements.
* Contribute to process improvements and innovative solutions.
About You
* Strong communication and interpersonal skills.
* Ability to manage multiple priorities efficiently.
* A proactive mindset with a passion for continuous improvement.
* Professional qualifications – AAT Level 4 as a minimum with at least 2 year's experience working in a similar role.
* Proficient in using accounting software such as Xero, QuickBooks, FreeAgent etc and Microsoft Office
What We Offer
* A supportive and inclusive team culture
* Company pension
* Health cashback plan
* On-site parking
* Death in service benefit
Ready to Create Balance?
Job Type: Part-time
Pay: £23,334.00 per year
Expected hours: 25 per week
Work Location: In person