Are you in an accounting firm and would like more focus on client-facing time, rather than being bogged down with managing people and/or reviewing work?

Are you a CFO/finance director in industry, but are getting too involved in the day-to-day activities, and would like to express your talent more across multiple businesses?

We have a role at a Firm of Accountants based in Coventry for a Senior Client Adviser

Responsibilities:

• Client 'go to’ contact:
  • Develop a comprehensive understanding of the client's business, and develop a great relationship with them.
  • Lead regular client meetings where you help clients set a financial plan, and hold them accountable to this, including analysing and presenting their financial performance. Providing strategic advice and support, including tax planning.
  • Address day-to-day client queries promptly - add value in every touchpoint.
  • Advocate for clients within the Firm, ensuring optimal outcomes.
  • Facilitate client interactions with other team members (e.g., tax team).
• Uncover opportunities, and provide solutions:
  • Using the opportunity of regular client contact to identify and seek out sales opportunities.
  • Uncover needs, propose solutions, and work with sales and tax teams to upsell additional projects.
• Coaching:
  • Train junior members to become Client Advisers, sharing knowledge and expertise.
• Business Acumen:
  • Using your knowledge, expertise and understanding of business principles, KPIs, plus profitability, cash flow and business value drivers to improve client quality of life.
• Client Experience:
  • Ensure clients experience company values in action.
  • Uphold professional standards in communications and meetings.

Qualifications:

• Strong commercial acumen and portrays a high level of professionalism
• Solutions mindset
• Strong understanding of accounting principles and financial regulations
• Willingness to develop a strong understanding of key tax matters - Corporation Tax, Personal Tax, IHT, CGT etc
• Understanding different types of business models, how they make money and related accounting methods for different business models
• Excellent communication and verbal skills at all different levels including presentations, with the ability to self-motivate and manage clients
• Excellent attention to detail
• Readiness to learn sales skills to enable upselling to clients
• Minimum of 2 years of experience in an accounting or financial advisory role.
• Proven ability to manage multiple client relationships and deliver high-quality service

Salary from £60,000 pa

Please submit your CV to apply