Client Manager

Recruiter
Anonymous
Location
Oswestry
Salary
32000.00 - 37000.00 GBP Annual + GBP32000 - GBP37000/annum
Posted
02 Jul 2019
Closes
24 Jul 2019
Job Type
Manager
Contract Type
Permanent
COMPETITIVE SALARY UP TO GBP37K FULL TIME EQUIVALENT, 3-4 DAYS PER WEEK, FLEXIBLE HOURS

ACCOUNTANT/CLIENT MANAGER - OSWESTRY, SHROPSHIRE - JOB REF: JO20560

We are delighted to be working with a small successful practice in a beautiful location in Shropshire. They are looking to recruit an experienced Accountant/Client Manager into the team to work 3-4 days per week. The successful candidate would work closely with the existing director managing a portfolio of clients developing those key relationships and commercially developing the practice as a result. They are offering a competitive salary of between GBP32k-GBP37k FULL TIME EQUIVALENT and flexibility within the role.

Our client requires an experienced Qualified Accountant/Client Manager (ACCA or ACA) although QBE will be considered with 5+ years practice experience.

Duties of the role include but not restricted to:-

??Manage a portfolio of clients, Initially around 80 clients with turnovers less than GBP200k, potential to expand on this depending on new client take on. Mixture of limited companies, partnerships and sole traders.
??Ensuring all services client is subscribed to are delivered; efficiently, on a timely basis and to a high standard with excellent customer service at the heart of this.
??Negotiation of fees with clients and sending new/annual proposals to clients for fees/services.
??Regular communication with clients via; emails/telephone/zoom style calls/face to face meetings.
??Delegating work to other colleagues, reviewing and checking this work where necessary.
??Advising clients on general business advice, for example, explaining the key financial indicators (gross profit margins, net profits, turnover, etc) and whether they could be improved and basic suggestions on how to improve financial results and any other opportunities you spot or think of while dealing with them. Much of this will be unprompted i.e client may not specifically ask for it but it's good for us to explain and make them aware.
??After training on Quickbooks online, being able to review (typically) profit and loss and balance sheet reports on Quickbooks to gain an idea of e.g taxable profits, prior to their financial year end to give them an idea of their estimated tax position and assisting them in making decisions about whether to invest in equipment, make pension contributions, pay additional salary, dividends and other items which may have an impact on their tax position or that of their company.
??Producing cashflow and profit and loss forecasts in excel, for clients, if required.
??Actively looking for opportunities to help the practice and clients.
??Coaching and encouraging other colleagues / supervising.
??On-boarding of new clients including new client meetings.
??Up-selling to clients.
??Liaison with HMRC e.g in the event of tax enquiries/ correspondence.
??Developing understanding of the software we are using including becoming an expert in Quickbooks online and possibly other online accounting platforms
??Getting involved in strategic side of the practice; e.g future planning for; technology, developing new service offerings, MTD implementation, financial performance, management of employees, recruitment, business advisory.

Candidate Requirements:

??Qualified ACCA or ACA (QBE Considered) ideally 5 years practice experience.
??Great interpersonal communications skills both written and oral.
??Be able to initiate and build upon solid client relationships.
??Continue the firms unwavering commitment to providing a personal service.
??Should possess a good working knowledge of accounting standards and the accounting provisions of the Companies Act, and relevant taxation matters.
??Have good IT skills as well as being conversant with accounts systems, ideally Quickbooks.
??Must hold a full driving licence and have access to a vehicle.

Benefits:

??Part time working 3-4 days per week.
??Salary bracket of GBP32k-GBP37k dependant on experience and qualififcations. (FULL TIME EQUIVALENT)
??Pension - Employer contribution 3%.
??Free Parking on site.
??Other benefits to be discussed at interview stage.

If this Accountant/Client Manager role is for you then please contact Jacob Vagg today on (phone number removed)/(phone number removed) or via email on

COMPETITIVE SALARY UP TO GBP38K FULL TIME EQUIVALENT, 3-4 DAYS PER WEEK, FLEXIBLE HOURS

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