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Senior Client Manager
  • United Kingdom - Scotland - Rosyth -
2 years ago
£ 55000 Per year
Manager
Full Time
Job Description
  • Manage a varied client portfolio with responsibility for the whole client experience from start to finish
  • Work with the partners to understand clients need and regularly evaluate performance and other required services
  • Manage the scoping, planning, delivery and evaluation process for each client to ensure the smooth delivery of all compliance tasks including the production of accurate accounts and all basic VAT, Tax and payroll computations and bring in specialists on an ‘as needs’ basis.
  • Arrange the finalization of annual and periodic financial statements in consultation with assignment partner.
  • Actively monitor progress (including budgets) identifying improvements that can be made and training needs that arise.
  • Managing all work in progress and responsible for drafting fee notes for approval by assignment partner.
  • Work closely with the operations manager to schedule work and manage any ad hoc partner requests (e.g. share valuation, financial projections, financial system reviews, etc.)

Required Knowledge, Skills, and Abilities
To be considered for this role it is vital that you are a professionally qualified accountant (CA/ACCA preferably). Candidates will need to have experience of working within an accountancy practice and be very familiar with cloud based accounting platforms such as Xero. As a large part of this post is client interfacing and business advisory work, applicants will need to be able to demonstrate sound commercial acumen and be comfortable in delivering business advice.

Reference no: 24185

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