Client Manager - Accounts Department

Job Reference
CMAD-A-W-117738
Salary Description
£36k-£43k per annum
Contract Type
Permanent
Location
Bromsgrove ,
Bromsgrove
Advert

Our Values

Be a great team player, building genuine relationships, always forward thinking and always be professional. These all lead us to our core purpose for our team, our business and our clients to help everyone be the best they can be.

At Pinfields we believe our values shouldn’t be some buzz words banded around the office or spouted to clients. We believe in our values and know that by living up to them we create a happier work environment and attract the right sort of team and clients for us.

As part of our value to build genuine relationships, we believe it is imperative to be transparent and honest about the role, therefore we have tried to go in to as much detail as possible about the role you will be applying for, and what our expectations will be.

 

Job Role – Client Manager

The general role will be that of managing clients deadlines and working with the rest of the team to assist you to meet these deadlines and liaising with clients and the senior management team.

You will report directly to the Senior Managers and the company Directors.

 

The role will include the following:

  • Liaising with your allocated clients on a regular basis, dealing with ad-hoc client queries and the collation of the records required to meet the relevant deadlines
  • Reviewing the VAT returns prepared by the team
  • “5 minute” reviews of your clients accounts jobs prior to them being reviewed by senior management
  • Preparation of accounts to draft stage for Limited companies, sole traders and partnerships.
  • Preparation of Management accounts for clients, as and when required.
  • Visiting clients at their premises
  • Assisting the other client managers with work planning
  • Ad hoc preparation of VAT returns where necessary
  • Helping to train the next generation of accountants within the team.

 

This is a busy role with direct client contact and monthly deadlines to meet. The successful candidate will be able to demonstrate an ability to prioritise in a busy environment, whilst managing client expectations.

 

Role requirements

The Successful candidate will be able to demonstrate experience in the following skills:

  • Communicating with clients
  • Managing people
  • Managing deadlines
  • Liaising with senior management
  • Working in a team
  • Strong attention to detail

 

The successful candidate will be a fully qualified member of a chartered professional body. For clarity this includes ACCA, CA, CIMA & ICAEW.

Due to the nature of the job, it is a requirement for the successful candidate to hold a full UK driving licence.


Skills:

The successful candidate should be hardworking and professional. The successful candidate should have a working knowledge of Microsoft office, to include Word, Excel and Outlook. 

Qualifications:

The successful candidate will be a fully qualified member of a chartered professional body. For clarity this includes ACCA, CA, CIMA & ICAEW and has been achieved via the examination route. 

Remuneration

This role comes with an attractive package
Annual salary of £36,000 to £43,000 based on experience
Company Pension contributions of 3%
Annual leave of 21 days plus bank holiday, plus 2 additional days to be taken at set times.
We offer 1 day per year volunteer day for you to use volunteering at a local charity of your choice (in addition to your annual leave)
On successful completion of your probationary period, we also offer up to 2 days per week WFH, this is booked in advance through our annual leave system
We have a team lunch once a month courtesy of Pinfields
We have a busy social calendar which all team members are invited to, but no pressure, if that’s not your thing. 

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