Job Description

Client Relationship Manager - Full time 37.5 hours per week

Based at our Carlisle office

Who are we?

Lamont Pridmore are an award winning Chartered Accountant, Tax and Business advisors, who recognise that their people are their greatest asset.

What are we looking for?

We have an excellent opportunity for a partially, fully qualified or qualified by experience Accountant within our Accountancy Practice in Carlisle.

The right candidate will make a positive and proactive contribution to the team achieving the annual business plan by maintaining and developing client-business relationships and providing a consistently high-quality service to clients through efficient and timely completion of compliance and business-related advisory services to all our clients

Duties includes:

Display commercial awareness, identifying opportunities for additional fees from or services from clients and taking advantage of networking opportunities that could engage new clients To be effective in all aspects of accountancy work, completing and delivering a finished job within agreed timescales and budgets Deliver consistent high-quality proactive client services, ensuring that a positive day to day client relationship is maintained Ensure client satisfaction at all times, resolving outstanding issues in a timely manner Collaborative working with the Managing Director to set up and operate systems and procedures to ensure best and most efficient practice and help develop the business Proficient in computer-based accounts preparation software, relevant software used by clients and be efficient in analysing the reports generated by these systems Plan, prepare and review financial accounts, and present a completed and well documented file within agreed timescales and budgets Prepare monthly/quarterly/half-yearly management information reports and advise clients on ways to improve their profitability or cash flow, be performing competitor analysis, pricing reviews, preparing dash boards, spotlight or Profitcents reports Highlight and discuss barriers to work being undertaken within budget or opportunities for generating income Resolve queries directly with the client prior to discussion with Client Portfolio Manager/Managing Director/Partner in advance of client meeting

Practice Accountant Position Requirements

Have proven experience of working in a practice environment. Experience in managing a portfolio of clients. Excellent written and verbal communication skills. Experience of using cloud-based accounting software packages, such as Sage, Xero and QuickBooks. Be able to sometimes work in a pressured environment without compromising client service.

What we offer:

A great place to work.

Competitive salary plus bonus.

Pension.

Cycle to work scheme.

Free on-site parking.

32 days holidays plus extra holiday purchase scheme.

Social event through the year.

Job Type: Full-time

Benefits:

On-site parking
Work Location: In person