Client Manager

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 manager

Responsible 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