Client Manager

Job Title: Client Manager

Location: London and Doncaster UK

Company Description:
The Tax Guys is a leading UKbased accountancy firm dedicated to providing comprehensive financial services to small and mediumsized enterprises (SMEs). With a focus on proactive advisory services we pride ourselves on building strong client relationships and delivering tailored solutions to meet our clients needs.

Position Overview:
We are seeking a highly motivated and experienced Client Manager to join our team. The ideal candidate will have a strong background in client relationship management within the accountancy or finance sector coupled with technical accounting expertise. The Client Manager will be responsible for overseeing a portfolio of approximately 100 small SME clients providing consultative guidance proactive support and ensuring the delivery of exceptional service.

Key Responsibilities:

1. Client Relationship Management:
   
• Develop and maintain strong longlasting relationships with clients.
  
• Act as the primary point of contact for assigned clients addressing inquiries concerns and providing timely support.
  
• Understand clients business needs and goals to offer tailored financial solutions and advice.
  
2. Proactive Advisory Services:
   
• Utilize technical accounting knowledge to offer proactive advice and guidance to clients helping them optimize their financial performance and mitigate risks.
  
• Identify opportunities for process improvement and efficiency within clients financial operations.
  
• Stay updated on industry trends and regulatory changes to provide relevant insights to clients.
  
3. Financial Analysis and Reporting:
   
• Analyse clients financial statements and reports to identify areas for improvement and growth opportunities.
  
• Prepare and present financial reports forecasts and recommendations to clients.
  
4. Team Collaboration:
   
• Collaborate with internal teams including tax advisors auditors and other professionals to ensure coordinated service delivery to clients.
  
• Provide mentorship and support to junior staff members as needed.
  
5. Client Retention and Growth:
   
• Proactively identify opportunities to expand services and grow client accounts.
  
• Monitor client satisfaction and address any concerns or issues promptly to ensure high retention rates.
  

Application Process:
To apply for the position of Client Manager please submit your CV and a cover letter outlining your relevant experience and why you are interested in joining our team. We look forward to hearing from you!

Requirements:

• Bachelor s degree in accounting Finance or related field. Professional qualifications such as ACA ACCA or CIMA are highly desirable.
  
• Minimum of 45 years of experience in client relationship management within an accountancy practice or financial services firm.
  
• Strong technical accounting knowledge with the ability to interpret and analyse financial statements.
  
• Excellent communication and interpersonal skills with the ability to build rapport with clients and colleagues.
  
• Proven track record of providing proactive advisory services and driving client satisfaction.
  
• Ability to manage a large portfolio of clients efficiently and prioritize tasks effectively.
  
• Proficiency in accounting software and Microsoft Office suite.
  
• A proactive and selfmotivated approach with a commitment to continuous learning and development.
  

Benefits:

• Competitive salary package
  
• Opportunities for professional development and career advancement
  
• Pension scheme
  
• Health insurance
  
• Flexible working arrangements