We’re now hiring for a Client Manager role in Cardiff, Wales.
If you or anyone you know is looking for a Client Manager role in a fun, challenging environment, check out this job description.

Qualified Practice Accountant-Client Account Manager

Join a young dynamic team of qualified Accountants and Business Advisers.

Enjoy an exciting and varied role within an innovative, award winning and fast growing Accountancy Practice

With the chance to develop a broad range of skills in accounts, tax, cloud technologies, sales and team management

Develop strong client relationships through regular phone-calls and advisory meetings

Progression and development opportunities

Must be ACCA/ICAEW qualified

Strong Customer Service Skills and Teamwork Vital

Salary range £32,000- £38,000 dependent on experience

General Duties

  • Provide excellent service, support and business advice for a portfolio of Clients.
  • Review Accounts and Tax Returns to ensure they meet HMRC Companies House standards and deadlines
  • Train and monitor performance of juniors to ensure standards compliance and service are maintained.
  • Attend and conduct client meetings/Prepare meeting notes and complete related tasks
  • Set budgets, bill for services and ensure efficient, effective and profitable service.
  • Report at board and management meetings on KPIs and team performance.
  • Prepare and submit Personal Tax Returns.
  • Regular contact with clients to cover:
    • Problem Areas
    • Updates
    • Opportunities, business development and cross sale opportunities

Cloud Accounting

  • Provide bespoke cloud solutions and training for clients
  • Implement business development strategies, using Xero, 4sight and bespoke Apps.

Team Management/Teamwork

  • Attendance of off-site meetings, courses and events as required
  • Mentor team, providing feedback, training and support to ensure accurate, efficient and profitable service
  • Monitor and report on team performance and progress
  • Liaise with Payroll Manager to ensure services are provided, billed and standards are maintained.
  • Liaise with Finance Department to issue invoices, update payments methods and amounts as appropriate

Miscellaneous

  • Attendance at networking events
  • Any other duties in line with the role

Personal Development

  •  Participate in own personal appraisal review with the Senior Client Manager/HR  Manager/Director
  • Maintain a positive and professional approach at all times
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