JOB DESCRIPTION
Job Title
Senior Client Advisor/ Client Manager
Location
Plymouth
Workplace Type
On-site with flexible working
Employment Type
Full-time
Main purpose of job
To provide a seamless client experience whilst offering support to both more junior and senior team members
Reports to
Pod Leader/ Associate Director
Department
Accounting and Business Services
Duties & Key Responsibilities
* Client manager responsibilities for a portfolio of clients
* Preparation of proposals for new and existing clients
* Preparation and reviewing of VAT returns
* Preparation and reviewing of management accounts
* Preparation of CIS returns
* Preparation of statutory reporting
* Year-end opening balance adjustments
* Preparation of Corporation Tax returns
* Company secretarial services
* Reviewing work from a Client Assistant and Semi Senior prior to publishing this within Xero or relevant accounting system
* Go to person for client queries and running client meetings
* Software support for clients
* Xero and app setups/training
* Budgets/forecasts with clients
* Training Client Assistant and Semi Senior Adviser roles
* Ad hoc projects
General Responsibilities
* Managing clients expectations and delivery of up-to-date financials on time, every time.
* Managing and utilising other team members to deliver client work, including Client Assistant and Client Semi Senior levels
* Working on a portfolio of clients specifically Owner/Managed businesses from Sole Trade, Partnerships to Limited Companies and groups
* Ensuring Assignments are completed in accordance with the firm s standard procedures and confirming arrangements with the client and other internal departments, including costs and billing arrangements
* Ensure assurance quality at all times and compliance with the firm s procedures
* Identify and resolve key accounts, tax matters and contentious items, in consultation with the client and managerResponsible for planning non-complex assignments, taking responsibility for achieving agreed budgets and meeting deadlines
* CPD and ongoing training
* Ensure confidentiality of sensitive client data
* Direct communication with clients
* Client onboarding process
* WIP review and billing
* Identify opportunities to improve/streamline internal processes
* Identify opportunities to upsell/cross-sell other WPL services across the group
* Technology expert ability to train others within the team and clients alike, on accounting systems and add-ons within our preferred app-stack
* To act in accordance with the business values and competency framework
Skills & Abilities
* Ability to communicate with direct line managers
* Ability to communicate clearly and concisely with clients
* Ability to outline objectives for more junior team members, articulating the budget, requirement and deadlines concisely
* Good accounting knowledge specifically FRS 102 + 1a
* Use of IRIS, Xero, Excel preferable but not essential
Knowledge & Experience
* GCSE s (or equivalent) in Maths, English,
* Previous experience within an accounting practice 2-3 years minimum
* An accounting qualification
Personal Attributes
* Attention to detail
* Team player/social
* Good communicator
* Articulate
* Ability to manage workloads
* Ability to meet deadlines
* Ability to train others
* Refer to competency framework for specific behavioural indicators
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