Title: Client Manager
Package and benefits: £40,000-55,000 (DOE), 20 days holiday, study support, and more
Location: Aylesbury
Working hours: 37.5 hours, Mon - Fri. 09:00-17:30
Client Manager/Portfolio Manager opportunity available within a highly successful firm of Chartered Certified Accountants based in Aylesbury. The firm provide accounting, tax, payroll, and advisory services to businesses and individuals. They work closely with their clients and act for a broad range of business and personal clients.
They pride their practice on having both the technical and interpersonal skills to address each client's unique accounting needs and build lasting relationships.
They are seeking an experienced Client manager to join the team on a full time, permanent basis. This key role involves managing client relationships, preparing financial statements, developing new business, overseeing service delivery, and supporting team growth.
Client Manager Job Overview
1. Manage a portfolio of key client accounts (i.e. manage relationships, communication and administration which includes billing)
2. Manage new client onboarding procedures including quotes, AML checks, engagement letters
3. Prepare internal accounts and management reports for directors
4. Oversee accounting department operations including planning and monitoring
5. Review work of the team including accounts, tax re...