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