Our client, a rapidly expanding accountancy practice based in Boston, is seeking a Client Manager to join their team based in the Boston office. The Client Manager will play a crucial role in maintaining and expanding client relationships, managing a diverse portfolio, and contributing to the overall growth and development of the practice. The role initially focuses on successfully managing an existing portfolio, with plans for future expansion.
Please note - this role comes with progression for the right candidate, if desired.
Key Responsibilities:
Client Portfolio Management:
Manage finances of the portfolio, ensuring the achievement of monthly billing targets, monitoring recoveries, overseeing debt recovery processes, and providing accurate financial forecasting. Review VAT returns, personal tax returns, partnership returns, limited company, and sole trader accounts.
Staff Development & Office Management:
Assist in the management of the office, fostering a culture of continuous improvement and best practice. Identify training and development needs for junior staff, ensuring these are facilitated and effectively addressed. Escalate developmental issues and progression requirements to senior management. Encourage the development of a strong, improvement-focused mentality within the team.
Business Development & Client Engagement:
Identify opportunities for growth within existing client relationships, increasing portfolio size and contributing to business development across the service line. Undertake regular client visits to ensure high levels of satisfaction and promote positive client engagement. Monitor account performance, identify growth opportunities, and report on progress.
Team and Practice Management:
Involved in practice and workflow management for the entire team, ensuring efficiency and effective collaboration. Play a role in strategic planning and client relationship management to align with business goals. Provide on-the-job coaching and continuous development for team members.
Skills & Experience Required: Qualifications:
Minimum of 5 years experience within an accountancy practice background. Ideally, you will be ICAEW or ACCA qualified. Technical Skills:
Proficiency in MS Office and sound accounting system knowledge; experience with Iris software is beneficial. Organisational Skills:
Methodical approach to workload management for both self and others; ability to handle multiple priorities efficiently. Personal Attributes:
Strong organisational skills, a flexible and solutions-oriented mindset, and a personable approach with excellent communication skills, both written and verbal. Client & Team Management:
Ability to build and maintain strong client and team relationships and be open to developing team methods and skills. Location Flexibility:
Ability to travel to the Spalding office as required. Benefits: Study support package (available for the right candidate, if required). Pension scheme. Group life assurance (4x salary). Private medical insurance after 5 years of service. Car parking. Employee benefits portal (access to cashback and vouchers on everyday purchases). Employee referral bonus. Employee Assistance Programme. Regular training and development, with support for both professional qualifications and personal goals.
Anne Corder Recruitment Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying you will be registered as a candidate with Anne Corder Recruitment Ltd, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data. Your details will be reviewed by one of our Recruitment Partners and we will contact you again within 5 working days if your application is to be progressed further. #J-18808-Ljbffr
Please note - this role comes with progression for the right candidate, if desired.
Key Responsibilities:
Client Portfolio Management:
Manage finances of the portfolio, ensuring the achievement of monthly billing targets, monitoring recoveries, overseeing debt recovery processes, and providing accurate financial forecasting. Review VAT returns, personal tax returns, partnership returns, limited company, and sole trader accounts.
Staff Development & Office Management:
Assist in the management of the office, fostering a culture of continuous improvement and best practice. Identify training and development needs for junior staff, ensuring these are facilitated and effectively addressed. Escalate developmental issues and progression requirements to senior management. Encourage the development of a strong, improvement-focused mentality within the team.
Business Development & Client Engagement:
Identify opportunities for growth within existing client relationships, increasing portfolio size and contributing to business development across the service line. Undertake regular client visits to ensure high levels of satisfaction and promote positive client engagement. Monitor account performance, identify growth opportunities, and report on progress.
Team and Practice Management:
Involved in practice and workflow management for the entire team, ensuring efficiency and effective collaboration. Play a role in strategic planning and client relationship management to align with business goals. Provide on-the-job coaching and continuous development for team members.
Skills & Experience Required: Qualifications:
Minimum of 5 years experience within an accountancy practice background. Ideally, you will be ICAEW or ACCA qualified. Technical Skills:
Proficiency in MS Office and sound accounting system knowledge; experience with Iris software is beneficial. Organisational Skills:
Methodical approach to workload management for both self and others; ability to handle multiple priorities efficiently. Personal Attributes:
Strong organisational skills, a flexible and solutions-oriented mindset, and a personable approach with excellent communication skills, both written and verbal. Client & Team Management:
Ability to build and maintain strong client and team relationships and be open to developing team methods and skills. Location Flexibility:
Ability to travel to the Spalding office as required. Benefits: Study support package (available for the right candidate, if required). Pension scheme. Group life assurance (4x salary). Private medical insurance after 5 years of service. Car parking. Employee benefits portal (access to cashback and vouchers on everyday purchases). Employee referral bonus. Employee Assistance Programme. Regular training and development, with support for both professional qualifications and personal goals.
Anne Corder Recruitment Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying you will be registered as a candidate with Anne Corder Recruitment Ltd, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data. Your details will be reviewed by one of our Recruitment Partners and we will contact you again within 5 working days if your application is to be progressed further. #J-18808-Ljbffr
