Client Manager- Stonehouse
Michael Page Stonehouse
About Our Client
Our client is a successful firm of accountants and business advisory with a local feel yet a national presence.
Their mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to their continued growth.
People are at the core of their business helping them drive their business forward. They are able to offer future-focused career opportunities whilst supporting the individual specialisms.
Job Description- Managing a portfolio of clients, leading client meetings, and advising clients.
- Manage all aspects of client relationship including, quoting, agreeing services, invoicing, payment method and annual engagement renewal
- Assist in the production of Management and Annual Accounts, forecasts and performance reports
- Build strong relationships with professional contacts, e.g. IFA's, solicitors and financial institutions to encourage referrals and access funding and support for clients
- Mentor team, providing feedback, training, and support to ensure accurate, efficient, and profitable service.
- Report to the Directors on portfolio performance and internal targets set
- Demonstrates extensive knowledge and application of current UK accounting standards, tax legislation, technical issues and related matters, and updates team on new developments and standards.
- Commercial, detailed, analytical, driven, ethical, engaging, honest, decisive, professional, confident, organised, strategic.
- Good working knowledge of Excel and ability to learn and use bookkeeping packages such as Sage, Xero, QuickBooks etc.
- ACCA or ACA qualified
- 3+ years of experience working in a Practice post qualification
- Experience of overseeing/managing a portfolio of £300k +
- Company Pension Scheme
- 25 days of annual leave + bank holidays
- Additional annual leave days from certain levels of seniority
- Ability to buy up to 5 days of annual leave to reach a maximum of 30 days per annum
- Business closure over Christmas*
- Life Assurance x4 annual salary
- Enhanced family leave policies
- Enhanced Company Sick Pay
- Employee Assistance Programme - 24/7 support, free and confidential
- Corporate Discounts Platform
- PMI single or family
- Critical Illness Cover
- Cash plan
- Cycle to work
- Eye care
- Dental
- subject to exceptions and business needs
Cheltenham, 14 mi from Stonehouse (Gloucestershire)
A progressive and forward thinking firm of accountants in Cheltenham is seeking a Client Manager to join their busy office. You will have full responsibility for working on a diverse portfolio of clients working on all aspects of their needs...
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for providing top-quality services to a diverse range of OMB clients, both locally and nationally.
Job Description
• Coordinate and complete annual audits.
• Mentor and develop a team of junior accountants, managing work allocation, training, problem...
Workforce Recruitment and TrainingRedditch, 38 mi from Stonehouse (Gloucestershire)
Job Title: Senior Accountant -** Client Manager
**Location:** South Birmingham Area
**Industry:** Accountancy Practice
**Salary:** £38,000 - £45,000 (DOE)
**Job Type:** Full-time, Permanent
**Whats on offer** .
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