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Date Added: TODAY

Client Relationship Manager

Cumbria, CA11, UK
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Company: MICHAEL PAGE

Job Type: Permanent, Full Time

Salary: £43000 - £44000/annum

To make a positive and proactive contribution to the team achieving the annual business plan by maintaining and developing client-business relationships and providing a consistently high quality service to clients through efficient and timely completion of compliance and business related advisory services to all the practices clients.

Client Details

Established mid tier firm with offices across the North West of England.

Continuous development of people and systems has given the client the opportunity to be forward thinking and take innovative advice led service to clients.

Recently award winning from both a business and its treatment of employees perspective.

Description

To deliver Customer Care Programme to your portfolio adding real value to their business
Aims for each client: To keep your tax liabilities to a minimum, To help improve your profitabilit, To invest your wealth wisely and protect you, the family & your business
To plan, prepare and review financial accounts
To highlight and discuss barriers to work being completed within budget or opportunities for generating income
To clear outstanding queries with the client before discussing the file and final accounts with the Client Portfolio Manager/Managing Director/Partner, prior to the client meeting
To prepare Business Tax Computations (Income Tax) for review
To prepare/ensure the preparation and submission of VAT returns on behalf of clients
To maintain/ensure that client's accounting records and management accounts information is maintained as required
If required to prepare monthly/quarterly/half-yearly Management Information reports and advise clients on ways to improve their profitability or cash flow. This could include competitor analysis, pricing reviews, preparing dash boards, spotlight or Profit cents reports
To work at client's premises as required, to work on special projects as required, from time to time undertake other tasks as may be reasonably requiredProfile

To have commercial awareness, identifying opportunities for additional fees from or services for clients and taking advantage of networking opportunities that could engage new clients
To be effective in all aspects of accountancy work, completing and delivering a finished job within agreed timescales and budgets
To deliver consistent high quality proactive client service, ensuring that a positive day to day client relationship is maintained
To ensure client satisfaction at all times, resolving outstanding issues in a timely manner
To work with the team in delivering and achieving the practice's annual Business Plan
To work with the Managing Director to set up and operate systems and procedures that ensure best and most efficient practice and help to develop the business
To have a good understanding of computer based accounts preparation software, relevant software used by clients and be efficient in analysing the reports generated by these systems
To keep up to date with changes in relevant laws and regulations
To have and develop the 'soft skills' necessary to relate to clients and deliver client servicesJob Offer

Salary up to £45,000

large bonus paid twice yearly

Huge development opportunities for the right candidate

Great cultured firm with a family feel and close-nit approach to business
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