Client Manager

Job Title

Senior Client Advisor / Client Manager

Plymouth

On-site with flexible working

Full-time

To provide a seamless client experience whilst offering support to both more junior and senior team members

Pod Leader / Associate Director

Accounting and Business Services

• Client manager responsibilities for a portfolio of clients
• Preparation of proposals for new and existing clients
• Preparation and reviewing of VAT returns
• Preparation and reviewing of management accounts
• Preparation of CIS returns
• Preparation of statutory reporting
• Year-end opening balance adjustments
• Preparation of Corporation Tax returns
• Company secretarial services
• Reviewing work from a Client Assistant and Semi Senior prior to publishing this within Xero or relevant accounting system
• Go to person - for client queries and running client meetings
• Software support for clients
• Xero and app setups/training
• Budgets/forecasts with clients
• Training Client Assistant and Semi Senior Adviser roles
• Ad hoc projects

• Managing clients' expectations and delivery of up-to-date financials on time, every time.
• Managing and utilising other team members to deliver client work, including Client Assistant and Client Semi Senior levels
• Working on a portfolio of clients specifically Owner/Managed businesses from Sole Trade, Partnerships to Limited Companies and groups
• Ensuring Assignments are completed in accordance with the firm's standard procedures and confirming arrangements with the client and other internal departments, including costs and billing arrangements
• Ensure assurance quality at all times and compliance with the firm's procedures
• Identify and resolve key accounts, tax matters and contentious items, in consultation with the client and manager
• Responsible for planning non-complex assignments, taking responsibility for achieving agreed budgets and meeting deadlines
• CPD and ongoing training
• Ensure confidentiality of sensitive client data
• Direct communication with clients
• Client onboarding process
• WIP review and billing
• Identify opportunities to improve/streamline internal processes
• Identify opportunities to upsell/cross-sell other WPL services across the group
• Technology expert - ability to train others within the team and clients alike, on accounting systems and add-ons within our preferred 'app-stack'
• To act in accordance with the business' values and competency framework

• Ability to communicate with direct line managers
• Ability to communicate clearly and concisely with clients
• Ability to outline objectives for more junior team members, articulating the budget, requirement and deadlines concisely
• Good accounting knowledge – specifically FRS 102 + 1a
• Use of IRIS, Xero, Excel preferable but not essential

• GCSE's (or equivalent) in Maths, English
• Previous experience within an accounting practice 2-3 years minimum
• An accounting qualification

• Attention to detail
• Team player/social
• Good communicator
• Articulate
• Ability to manage workloads
• Ability to meet deadlines
• Ability to train others
• Refer to competency framework for specific behavioural indicators