Client Manager - Oxford

Ref: 399 Date Posted: Monday 29 Nov 2021
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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.