Client Manager

Human Capital Partners Limited
Hastings, UK
26 Jul 2019
01 Aug 2019
Contract Type
Full Time
Human Capital Partners is working with a professional services firm, offering SME businesses one complete professional team combining all the expertise they need to take their business forward. The team includes Accountants, Tax Advisors, Financial Advisors, Insolvency Practitioners, and Corporate Finance Professionals and now we are looking to recruit a Client Manager to join the team.

The Client Manager role sits within the Accounting and Financial Management group and is responsible for managing the day-to-day client relationships within a portfolio of SME clients. The role will involve the application of technical expertise and relational skills to deliver a range of accounting and consulting services to clients along with leading on Business Development opportunities; the CM will be expected to drive business development in their portfolio.

Key Responsibilities
  • Presenting management accounts and leading meetings with clients' to discuss the commercial performance of their business
  • Providing advice and support to business owners as they develop and execute business strategies. This could involve developing forecast models, critiquing business plans, liaising with lenders or just being a 'sounding board' on new business ideas.
  • Developing bespoke management information and reporting processes to support clients' businesses. This could include KPI dashboards and 'flash' reports, oversight and delivery of accounting work
  • The CMs client portfolio will include a full spectrum of services including management accounting & bookkeeping, year-end accounting, VAT, Payroll and Tax Advisory work.
  • The CM will have 3-4 technical accounting teams working with them. The CM will liaise with the managers of these teams and act as an internal client ensuring the clients' needs are represented and a quality product always delivered
  • The CM will be the final reviewer on most year-end and other compliance work and will be responsible for delivery and explaining the accounts to the clients.
  • They will also regularly work with our tax advisory team to assist them in rolling out tax work for portfolio clients. This could include assisting with R&D tax credits, corporate structuring or tax investigation work.

Key Skills and Attributes:
  • Qualified accountant or management accountant with experience working directly with clients in a professional services practice capacity
  • Two to four years post qualified experience at a minimum
  • An advanced user of MS Office, particularly Excel.
  • Experience using Xero, Sage and Iris desirable
  • Strong academic record is desirable
  • Can demonstrate they have a high level commercial acumen with the ability to see beyond 'the numbers' and accounting treatments and interpret what they mean for a client
  • Have a track record in working directly with clients providing advice and managing a professional relationship
  • Be a strong communicator and presenter, able to simplify complex accounting and business concepts
  • Extremely good time and task management skill set. Able to demonstrate they can handle a busy work load, delegating work effectively across their team.

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