Client Senior Manager

Up to £70000 per annum
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PLEASE CONTACT

SIMON TAYLOR

The role

As Client Senior Manager you will be the primary client contact for your given portfolio working closely with the relevant Director. You will have exposure to a wide range of clients and industries tailored to both your expertise and future career progression. Client contact will vary based on individual client demands from almost weekly to annually. Together with the other accounts managers you will be responsible for allocating client assignments within the work planner, to the correct level of accounts team member and ensuring the work is completed on time and within budget. You will be expected to provide constructive mentoring support to the accounts team as they continue on their professional journey.

Together with the other accounts managers, you should be continually looking for improvements within the client experience, internal efficiencies and accounts department team welfare.

You will be expected to work autonomously, managing and evaluating various client and internal demands to achieve agreed deadlines. Our clients strives to continually exceed client expectations on service and delivery.

A proven track record of expertise in accounting and corporate tax and within varied industries is a pre-requisite for the role. A good level of VAT and personal tax is also important.

IT knowledge is critical and you must be competent on Excel. You should also be comfortable with cloud based bookkeeping solutions. Financial modelling and cash flow projections are also often required by clients .

The role will be primarily office based, though our client encourages Accounts Department Managers to visit key clients as well as attending external meetings with the Directors. In addition, they would look to accounts department managers to look to get involved in business development

For the right candidate there is significant career progression and specialisation opportunities beyond manager

Progression

This role will progress into a Partner within 2 years

Job role:

  • Manage a client portfolio of 75-100 limited company clients
  • Portfolio expected to manage of c£400k
  • Allocation of client assignments and team members on the work planner
  • Review and feedback of accounts and supporting file
  • Day to day client queries
  • Be part of a management team responsible for the efficiencies and mentoring of the accounts department
  • Budgeting and WIP management of client portfolio
  • Weekly meetings and reporting with Directors
  • Ensure technically up to date with latest accounting and tax aspects
  • Taking on small short-term internal projects as they arise

Requirements:

  • ACCA/ACA qualified
  • Good knowledge of bookkeeping packages including Sage, Xero and Receipt Bank
  • Excellent knowledge of Excel and data analysis techniques
  • Good level knowledge of VAT, rules and schemes
  • A good level of personal tax knowledge would be advantageous
  • Knowledge of IRIS accounts suite would be advantageous
  • Some previous audit exposure would be advantageous
  • Superb written and spoken English
  • Must be highly enthusiastic and self-motivated
  • Can work as part of a team or independently

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.

 

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