Client Manager
Perm
Banbury
Up to £65,000pa
Your role will be to manage a portfolio of clients and drive the delivery of accounting and tax planning solutions to these clients. You will also build relationships will allow you to effectively deliver projects and grow members of the team. Providing unique, tailored solutions to key rural clients.
Key duties and responsibilities of our Client Manager:
* Provide exceptional levels of service to clients on a wide variety of areas, on a cost effective & timely basis.
* Respond to client queries, and those from third parties (e.g. HMRC) in a timely manner.
* Seek to gain experience/ progress role and those of other staff by seeking to take more advanced work from partners and delegating more routine work to others.
* Develop knowledge of clients and their businesses as to become their point of contact on day-to-day matters.
* Review accounts and tax returns prepared by more junior staff, including corporate and unincorporated clients.
* Assist with the management of the Agriculture and Property Department to meet departmental objectives through planning. This includes completing staff appraisals, monitoring and effective delegation, utilising the skills and knowledge within the existing team and sourcing additional knowledge.
* Complete staff appraisal forms providing feedback (good and bad) and training as required.
* Seek to identify business and tax planning opportunities, VAT issues, NIC issues, business planning points, etc as part of the review process. Drawing to attention of partners/ client as appropriate. Preparation of necessary reports/ computations etc, liaising with other professional advisers as required.
* Assist partners with specific assignments- e.g. business planning, advisory and tax matters.
* Assist partners in controlling WIP within the section by progressing work to completion/ billing point swiftly. Liaising with partners re WIP and raising bills/ assisting as required.
* Monitor progress against deadlines and ensuring these are met- e.g. company reporting, P11ds, tax returns, etc
* Ensure work is planned and progressed in an efficient, timely and cost effective manner by liaising with Partners and supervising staff
Qualifications, Experience and Knowledge we’re looking for in our Client Manager:
* ACA, ACCA or CTA Qualification or equivalent experience
* Minimum of 3 years Accounts and Tax experience within a Practice environment (Essential)
* Experience at manager level within a Practice environment (Desirable)
* Experience with rural business or related services (Desirable)
* In depth knowledge of accounts preparation
* In depth taxation knowledge
* Solid MS Office products knowledge
Skills and Abilities we’re looking for in our Client Manager:
* Ability to review and complete accounts files quickly and efficiently
* Ability to review and complete personal tax returns quickly and efficiently
* Strong computer literacy
* Strong active communication and listening skills
* Excellent problem resolution skills and ideas generation ability
* Strong marketing, networking and business development skills