Social network you want to login/join with:
Client relationship manager - qualified accountant, Cumbria
col-narrow-left
Client:
Page Personnel
Location:
Cumbria, United Kingdom
Job Category:
Customer Service
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
4168d3985425
Job Views:
5
Posted:
05.05.2025
Expiry Date:
19.06.2025
col-wide
Job Description:
* Join a firm of dedicated and friendly professionals ambitious about service
* Fiercely independent practice with development guaranteed for those deserving
About Our Client
Established mid-tier firm with offices across the North West of England. Continuous development of people and systems has given the client the opportunity to be forward-thinking and take innovative advice-led service to clients. Recently awarded for both business performance and employee treatment.
Job Description
* Deliver Customer Care Programme to your portfolio, adding real value to their business
* Aim to keep clients' tax liabilities to a minimum, improve profitability, and help invest and protect their wealth, family, and business
* Plan, prepare, and review financial accounts
* Identify barriers to work completion within budget or opportunities for income generation
* Resolve outstanding queries with clients before discussing files and final accounts with the Client Portfolio Manager/Managing Director/Partner
* Prepare Business Tax Computations (Income Tax) for review
* Ensure the preparation and submission of VAT returns for clients
* Maintain clients' accounting records and management accounts information as required
* Prepare management information reports and advise clients on profitability or cash flow improvements, including competitor analysis, pricing reviews, dashboards, and profit reports
* Work at clients' premises as required and undertake other tasks reasonably assigned
The Successful Applicant
* Possess commercial awareness to identify additional fee opportunities and network to engage new clients
* Complete and deliver accountancy work effectively within timescales and budgets
* Provide high-quality proactive client service and maintain positive relationships
* Resolve client issues promptly and work towards the practice's Business Plan
* Assist in establishing efficient systems and procedures to develop the business
* Have a good understanding of computer-based accounts software and be able to analyze reports
* Stay updated on relevant laws and regulations
* Develop soft skills necessary for client relations and service delivery
What's on Offer
Salary up to £45,000, with a large bonus paid twice yearly. Excellent development opportunities, a great cultured firm with a family feel, and a close-knit approach to business.
#J-18808-Ljbffr