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.

Description

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

Profile

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