Hybrid Client Manager

Posted 2 weeks ago

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About the role

  • Client Manager leading the bookkeeping and outsourced finance service for businesses. Working closely with clients and managing a team across multiple locations.

Responsibilities

  • Be client focused, work towards and maintain professional and good relationships with clients.
  • Work with our London based Outsourcing Manager to lead a team across our Uckfield, London, South African and Polish offices, with Partner Support and to inspire, motivate and coach the team to be the best they can be
  • Lead on the conversion of new business opportunities and delivering proposals to prospects through building internal relationships and external networking
  • Be able to demonstrate that they have an extensive pragmatic working knowledge of bookkeeping
  • Be able to confidently use software such as Xero, Sage, Dext, QuickBooks, and ApprovalMax as well as training others in the team to use them in an efficient way
  • Review bookkeeping, management accounts CIS and VAT Returns completed by team members
  • Manage the workflow of the Bookkeeping team. Review weekly work plans & ensure the team is working towards deadlines throughout the week, as well as ensuring that quality standards are maintained
  • Review weekly timesheets completed by the team ensuring that time posted to clients and non-chargeable assignments are consistent
  • Agree on client timelines of when to receive information to complete bookkeeping and VAT returns
  • Oversee VAT application and de-registrations and VAT enquiries
  • Lead on ensuring compliance standards are updated, met and maintained on all work
  • Lead on finding ways to improve delivering an exceptional service to clients at a fair price, whilst making sure processes are established and maintained to be as effective and efficient as possible
  • Assist with raising bills to clients and monitoring recoveries
  • Embrace technological change in the accounting space and ensure these are embedded in our portfolio of client solutions

Requirements

  • Ideally be AAT, ACCA or ACA qualified or qualified by experience
  • Experience working within accountancy practice
  • Highly organised, with previous bookkeeping and people management skills
  • Good VAT knowledge
  • Strong IT skills and experience working with different accountancy systems (such as Xero, Sage, Dext, ApprovalMax & QuickBooks)
  • Self-motivated and able to work on their own initiative
  • Be a true team player
  • Prioritise communication as a key attribute

Benefits

  • Competitive salary and performance-related bonuses
  • Comprehensive pension scheme
  • Private health insurance
  • Life Insurance – death in service
  • Ongoing professional development and training opportunities
  • Flexible working arrangements and a supportive work-life balance

Job title

Client Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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