Assistant/Junior Client Manager

Job Title: Assistant/Junior Client Manager
Contract Type: Permanent
Location: Cardiff
Salary: Negotiable
Start Date: 05/10/2020
Reference: 14104259/001_1600185744
Contact Name: Jacob Jones
Contact Email:
Job Published: September 15, 2020 17:02

Job Description

An exciting opportunity to become a Assistant/Junior Client Manager in a growing team. Progression and development are on offer at this ambitious and growing firm.

Client Details

This accounting practice is a very well-established, reputable accountancy firm with a progressive, professional and expert team of accounting professionals. They offer a wide range of services to a range of businesses and individuals and have a diverse and loyal client base. They have achieved sustained positive growth and therefore are looking to grow and expand their Accounts team.


Joining as an Assistant/Junior Client Manager for a leading accountancy firm based in Cardiff your main responsibilities will be:

  • Manage a client portfolio including limited companies, sole traders, partnerships and individuals
  • Oversee and manage all aspects of client's service delivery including preparation of year-end accounts, management accounts, bookkeeping, VAT etc and value-added services assignments
  • Act as a main point of contact within the firm for clients, keeping them informed of progress in relation to all aspects of service delivery and maintaining regular contact with them
  • Building and maintaining strong relationships with new and existing clients
  • Ability to multi-task and complete assignments within time constraints and set deadlines
  • Reporting directly to a Partner
  • Working and liaising with other members in the Business Services team and colleagues in other departments as necessary to provide high quality client service
  • Knowledgeable of firm's services and able to cross sell those services into the client base
  • Overseeing and advising trainees


The successful candidate for an Assistant/Junior Client Manager position for a leading accountancy firm based in Cardiff will be:

  • ACCA/ACA qualified or equivalent with at least 1 years post-qualification experience
  • Have proven experience of working in a practice environment
  • Experience of managing a client portfolio
  • Have a proven track record of establishing and maintaining strong client relationships
  • Have a proactive approach to problem solving and delivering client solutions
  • Be a motivated individual and able to work alone or as part of a team
  • The ability to take responsibility and use own initiative to resolve problems and issues
  • Ability to communicate clearly with colleagues and clients at all levels
  • Strong organisation and planning skills and attention to detail
  • The ability to positively embrace changes and new challenges
  • Experience of using cloud-based accounting software packages, such as Sage, Xero, Receipt Bank, Auto Entry etc
  • Experience of CCH products desirable but not essential
  • Excellent Microsoft Office 365 skills, particularly Excel
  • Hold a full and clean driving licence

Job Offer

Competitive/negotiable salary and benefits package.

Great office location.

Well established, supportive team.

Flexible and agile working.

Growth and progression.