Job Description

Are you passionate about building strong client relationships and ensuring top-notch service delivery? Do you thrive in a dynamic environment where you can make a real impact? If so, we have the perfect opportunity for you!

Position: Client Manager

Location:

Maidstone

Reports to:

Managing Director

Direct Reports:

Client Manager Assistants

About the Role:

As a Client Manager, you will be the first point of contact for our valued clients, responsible for managing relationships and ensuring all client deadlines are met. You will play a crucial role in understanding client needs, providing proactive and reactive support, and ensuring the highest level of service. This role requires a balance of empathy, strategic thinking, and meticulous attention to detail.

Key Responsibilities:

Build Client Rapport:

Show genuine interest in clients' day-to-day activities, empathize with their challenges, and offer valuable advice beyond accounts and tax.

Service Level Management:

Ensure work is within the scope of the agreement and make judgment calls to balance client support and service scope.

Proactive Issue Resolution:

Keep the Managing Director informed of relevant client issues and address potential problems before they escalate.

Team Support:

Collaborate with team members and other Client Managers to provide the best possible service.

Client Support:

Provide proactive support by notifying clients of tax changes, conducting Xero reviews, and offering tax planning advice. Offer reactive support through telephone, email, and Xero assistance.

Deadline Monitoring:

Ensure all deadlines are met, including VAT and CIS returns, accounts preparation, and client setup processes.

Supervision:

Oversee Client Manager Assistants and outsourced bookkeepers, ensuring high standards of work.

Client Meetings:

Attend all client meetings, including compliance and pre-year-end meetings, and provide valuable insights and support.

Financial Reporting:

Prepare personal tax returns, P11D forms, and quarterly reports for FC clients. Ensure accurate monthly management accounts and audit-standard working papers.

What We Offer:

Dynamic Work Environment:

Join a team that values collaboration, innovation, and continuous improvement.

Professional Growth:

Opportunities for training and development to enhance your skills and advance your career.

Client Impact:

Make a real difference by providing exceptional service and support to our clients.

Qualifications:

Minimum AAT level 4 Would suit ACA or ACCA Qualified Proven experience in client management or a similar role. Strong understanding of accounting and tax principles. Excellent communication and interpersonal skills. Proficiency in Xero and other accounting software. Ability to manage multiple tasks and deadlines effectively.

How to Apply:

If you are ready to take on this exciting challenge and contribute to our clients' success, we would love to hear from you! Please send your resume and a cover letter detailing your relevant experience.

Join us in delivering exceptional client service and making a positive impact!

Job Type: Full-time

Pay: 30,000.00-55,000.00 per year

Benefits:

Casual dress Company events Company pension Free parking On-site parking
Schedule:

Monday to Friday
Work Location: In person