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Corporate Client Manager

Moore and Smalley
Lancaster
Full time – 37.5 hours per week
Competitive salary (dependent on skills and experience)
Benefits package includes pension scheme, private medical insurance, group life assurance and a bespoke flexible benefits scheme

Supporting our Corporate Services team to deliver a quality service to a range of clients, the principal duties of this role include:

  • Looking after a range of non-audit clients with responsibility for completing assignments for partner/director review and highlighting issues for discussion with the client   
  • Maintaining credible and long term client relationships through regular contact         
  • Co-ordinating compliance service delivery to clients and timetabling work wherever possible to suit the needs of the client      
  • Ensuring that jobs are adequately resourced, giving due regard to staff continuity where possible         
  • Planning your own and others’ time to maximum efficiency       
  • Giving clear and unambiguous instructions to staff on assignments        
  • Ensuring staff are suitably trained and supervised for assignments providing them with feedback at the end of the assignment       
  • Identifying when staff members may need support, provide support and refer issues where appropriate to relevant line manager      
  • Reviewing work in progress, debtors and fee budgets on a monthly basis, reporting any variances from target to the relevant partner/director  
  • Ensuring partners/directors are fully briefed well in advance of key meetings and presentations        
  • Liaising with staff in other departments where applicable to provide holistic solutions based client service   
  • Contributing as a team player and responsibility for developing other staff members    
  • Communicating the firm’s values and objectives both externally and internally in a positive and motivational manner 
To be considered for this position, applicants will need to have:
  • The ACA/ACCA (or equivalent) qualification or be qualified by experience        
  • Recent experience of working in practice and managing a portfolio of non-audit clients       
  • Technical competence and compliance including experience of preparing/reviewing FRS 102 accounts 
  • Strong analytical skills        
  • Up to date technical knowledge of Financial Reporting Standards       
  • The ability to produce realistic projections and comment on draft projections versus historic accounts    
  • The ability to use Excel and Word         
  • Effective communication skills, including feedback/coaching, supervisory skills      
  • The ability to communicate with and report directly to partners or senior members of staff       
  • Good attention to detail       
  • The ability to work well within a team and on their own      
  • Good knowledge of corporate and personal tax 
Desirable skills include: 
  • At least 2 years post qualified with experience of managing non-audit clients       
  • Use of CCH Accounts Production software and paperless audit software 
  • The ability to demonstrate career progression and employer loyalty 
                     
To be successful in this role, you will need to have a positive and solutions focused attitude and the dedication to work the hours necessary to achieve the desired results.  

We are looking to recruit as soon as possible and will make an appointment as soon as a suitable candidate is found.

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Corporate Client Manager