Client Manager

  • Job Reference: 399
  • Date Posted: 23 November 2021
  • Recruiter: ProTalent Limited
  • Location: Oxford
  • Salary: On Application
  • Sector: General Practice
  • Job Type: Permanent
  • Contact: James Lovegrove

Job Description

ProTalent are currently working with a well-established boutique accountancy practice in Oxford to recruit a new Client Manager.

The firm:

  • Well-established boutique accountancy firm in Oxford
  • Diverse and loyal client base within charities and non-profit
  • Expert team who work hard to provide exceptional standards
  • Strong focus on client service

The Client Manager role:

  • As a Client Manager, you will look after your own portfolio of clients, with support from a Junior
  • Liaise with new and existing clients
  • Prepare, review and sign off accounts (some preparation of accounts will be required)
  • Accounts preparation for limited companies, partnerships, sole traders and charities
  • Preparation of management accounts
  • Complete client services/tasks on time according to internal and external deadlines
  • Allocate the appropriate amount of time to tasks (revenue generating activities)

The successful Client Manager candidate:

  • Fully-Qualified with experience in an accountancy practice
  • Minimum 8 years' experience in practice (preferably currently working in practice)
  • Excellent verbal and written communication
  • Ability to judge priorities and make decisions quickly
  • Familiar with accounting packages (Excel, TaxCalc and Xero)
  • Experience of working with non-profit clients
  • Ability to solve problems, take responsibility and start adding value to the team immediately
  • Able to work independently is a must

Thank you for your interest.