About the Role
We are looking to recruit a Client Manager. You will be managing a varied client portfolios from sole traders, partnerships to limited companies. The firm offer a wide range of audit and accounting services both compliance and value added.
As a client manager you will be in charge of your own portfolio of clients. The development and maintenance of strong relationships with your portfolio of clients. Your role will include:
Understanding the nature of clients' businesses and how they operate
Keeping client promises and addressing clients questions in a timely manner
Planning monthly jobs in accordance with year ends
Meeting monthly planning targets
Completing Personal Tax Returns for portfolio clients in conjunction with the completion of accounts
Reviewing, completion and presentation of accounts to clients
Supervising team members to ensure timely completion of planned work
In order to su...
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