Client Relationship Manager

CRM-TRN
  • £35,000 Per Year
  • Sale

Our team is growing and we are looking for someone with experience of working in a fastpaced accountancy firm to join our team. If you are a team player fuelled by ambition, then this role might just be for you. As an Accountant in our Accounts Team, you’ll be working with a wide range of SMEs across a variety of sectors. You will be overseeing and assisting in the preparation of year-end accounts and associated submissions for Manager review. This will include: 

  • Accounts preparation and submission FRS105 and FRS102(1A).
  • Tax computations (personal and corporate).
  • Bookkeeping on a variety of software packages, predominantly Xero.
  • Managing a portfolio of clients.
  • Holdings meetings with new and existing clients.
  • Plus other ad hoc duties.


What else does your role involve?

  • Co-ordinating with other departments of the firm, such as payroll and audit. 
  • Proactively communicating and coordinating with the client. 
  • Planning your own workload, managing deadlines and effectively prioritising work. 
  • Ensuring that processes and services undertaken are conducted with a risk-managed approach and to high standards. 
  • Ensuring integrity and completeness of supporting information on the accounting records and on our internal document storage system, to provide a full audit trail and transparency.


Required qualifications

  • 4 -5 years’ experience of working in practice (part-qualified or AAT)


Plus, we'd love for you to have experience of

  • Xero cloud software and related apps, accounts production software and tax software.
  • Microsoft Excel (including use of pivot tables, Vlookups and SUMIFS). 
  • Delivering a high level of customer service. building strong client relationships. 
  • Mentoring and coaching junior colleagues.


Key skills

  • Tech savvy and tech focussed. 
  • Self-starter with a positive, can-do attitude. 
  • Excellent communication skills and high level of attention to detail. 
  • Customer focussed - understanding of customer needs and concerns. 
  • Able to develop relationships with other departments in the firm. 
  • Risk based approach with clear weighting to areas of significant financial and operational risk.
  • Organised with good time management skills and ability to take responsibility for own actions.
  • Willing to undertake the mundane as well as the exciting parts of the job – we are a small organisation and everyone has to be willing to get stuck in!