£40000 - £50000/annum
Senior Accountant / Client Manager
Responsible for managing a portfolio of clients delivering accounts, tax, payroll and business
advisory services. In addition to client service delivery, the role will also involve being focused on income
targets, recoverability and the planning and co-ordinating of the commitments to clients.
Key Responsibilities
Client Portfolio Management: Manage a diverse portfolio of clients, ensuring all tasks are completed efficiently and on time. Act as the primary relationship manager, coordinating all required services and upholding strong, professional client relationships.
Financial & Operational Control: Conduct annual fee reviews and control budgets, chargeable hours, and cost recovery for your client portfolio to ensure profitability and effective resource allocation.
Regulatory Adherence: Maintain all regulatory and company standards, consistently upholding the professional ethics of the firm and relevant regulatory bodies.
Workflow and Efficiency: Organize and monitor your own workflow to optimize productivity while providing an excellent standard of client service. Utilize appropriate software solutions to enhance efficiency.
Team Leadership: Mentor, motivate, and encourage team members to help them reach their full potential. You will also provide support to other Client Service Managers during periods of high workload.
Company Ambassador: Act as a firm ambassador, actively promoting our services to both new and existing clients. Attend and contribute to weekly team meetings.
Project Management: Implement specific initiatives and special projects as instructed by Directors and Senior Managers.
Please apply for more information.
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£60,000