Our lovely Client based in Worcester is currently recruiting for a Client Manager to carry out the following:
Role Overview
As a Client Manager, you will play a vital role in delivering proactive and client-focused accountancy services. You'll manage a portfolio of clients, lead and develop a high-performing team, and uphold company values in every aspect of your work. This role is about more than just numbers—it's about creating lasting relationships based on trust and understanding.
Key Responsibilities
Team Leadership
Manage the performance, development, and engagement of your team through I-to-Is, mentoring, and training.
Delegate tasks effectively, identify learning needs, and provide coaching to empower your team.
Create a positive and collaborative team culture that embodies our core values.
Client Relationship Management
Build strong, trusting relationships with clients through regular communication and meetings.
Provide empathetic advice and prompt support for client queries.
Represent clients with HMRC, including managing investigations with care and diligence.
Business & Tax Advisory
Deliver tailored advice that reflects clients' unique needs and goals.
Proactively identify opportunities for additional services and present them as added value to clients.
Regularly review fees to ensure they align with the services provided.
Practice Improvements
Drive efficiencies by suggesting and implementing improvements in procedures.
Support other Client Managers and contribute to shared team success.
Technical Expertise & Compliance
Stay informed on tax laws, sector specialisms, software, and legislative updates to enhance service delivery.
Review work to ensure accuracy, compliance, and adherence to best practices.
Business Development & Networking
Attend networking events, industry conferences, and client meetings to promote the firm and identify new opportunities.
With support from Business Development Manager, develop your own business development plan, adhere to it, and evolve it as needed.
Contribute to written and video content for clients, prospects, and social media channels to enhance visibility and engagement.
Consistently meet and exceed targets, achieving KPls and contributing to firm growth.
Workflow & Deadlines
Plan and monitor team workflows, ensuring deadlines are consistently met.
Adhere to and uphold practice procedures to deliver a high-quality client experience.
Why work for this Client?
Flexible and Hybrid Working: A balance of office and remote work tailored to your needs in addition to flexitime policy.
Generous Leave: Enjoy a minimum of 25 days plus bank holidays, with additional loyalty days for long-term service.
Profit-Related Bonus Scheme: Share in the success of the business through firm-wide bonuses.
Employee Benefits Portal: Access exclusive perks, including deals, discounts and 24/7 GP Consultation Free financial coaching and mortgage advice : Get expert guidance to help you plan your financial future and navigate the mortgage process with confidence
Wellbeing Support: Benefit from our employee assistance program and mental health resources.
Social Events: Join regular social activities, including events for you and your family.
Innovative Tools: Work with cutting-edge software like Xero, Sage, QuickBooks, and Apron.
Career Development: Participate in structured programs to enhance both technical and personal skills.
Key Competencies
Leadership and team management skills aligned with company values.
Exceptional client communication and relationship-building capabilities.
Proactive and solutions-oriented approach to client challenges.
Strong technical expertise in accountancy and tax.
Commitment to continuous learning and professional development.
Qualifications & Skills
ACA/ACCA qualified (or equivalent) preferred.
Proven experience in a client-facing accountancy role.
Strong leadership and delegation skills to support team growth.
Excellent networking and business development abilities.
Comprehensive knowledge of tax laws, accountancy practices, and relevant software.
PLEASE NOTE YOU WILL BE BASED AT WORCESTER BUT WILL BE REQUIRED TO WORK FROM REDDITCH ON OCCASION