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Client Manager

Pro Talent
Posted a month ago, valid for 19 days
Location

Oxford, Oxfordshire OX4 2WA, England

Salary

£42,000 - £50,400 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • ProTalent is seeking a Client Manager for a well-established boutique accountancy practice in Oxford.
  • The role involves managing a portfolio of clients, preparing and reviewing accounts, and ensuring timely completion of client services.
  • Candidates must be fully qualified with a minimum of 8 years of experience in an accountancy practice, preferably currently employed in one.
  • Excellent communication skills and familiarity with accounting software such as Excel, TaxCalc, and Xero are required.
  • The position offers a competitive salary, details of which can be discussed during the interview process.

ProTalent are currently working with a well-established boutique accountancy practice in Oxford to recruit a new Client Manager.

The firm:

  • Well-established boutique accountancy firm in Oxford
  • Diverse and loyal client base within charities and non-profit
  • Expert team who work hard to provide exceptional standards
  • Strong focus on client service

The Client Manager role:

  • As a Client Manager, you will look after your own portfolio of clients, with support from a Junior
  • Liaise with new and existing clients
  • Prepare, review and sign off accounts (some preparation of accounts will be required)
  • Accounts preparation for limited companies, partnerships, sole traders and charities
  • Preparation of management accounts
  • Complete client services/tasks on time according to internal and external deadlines
  • Allocate the appropriate amount of time to tasks (revenue generating activities)

The successful Client Manager candidate:

  • Fully-Qualified with experience in an accountancy practice
  • Minimum 8 years’ experience in practice (preferably currently working in practice)
  • Excellent verbal and written communication
  • Ability to judge priorities and make decisions quickly
  • Familiar with accounting packages (Excel, TaxCalc and Xero)
  • Experience of working with non-profit clients
  • Ability to solve problems, take responsibility and start adding value to the team immediately
  • Able to work independently is a must

Thank you for your interest.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.