Client Manager responsible for maintaining commercial client accounts and managing relationships with insurance companies. Ensuring accurate documentation and proper communication within the agency and clients.
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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